Economy
Why the Rupee Holds Its Breath: Inside Pakistan's FX Reserves Arithmetic
The exchange rate is not a number — it is a verdict on import cover, debt maturities, and confidence. We break down the arithmetic.
The exchange rate is not a number — it is a verdict on import cover, debt maturities, and confidence. We break down the arithmetic.
The exchange rate is not a number — it is a verdict on import cover, debt maturities, and confidence. We break down the arithmetic.
Headline CPI has cooled from its peaks, but price levels — not price growth — are what households live with. The distinction matters.
Estimates put Pakistan's undocumented economy at a third or more of GDP. What that means for tax capacity, credit, and growth.
Record banking profits built on government paper raise a structural question: who is financing the private sector?
Export orders have recovered from the slump, but energy costs and financing rates are eating the spread.
Cement offtake is Pakistan's most honest economic indicator. Here's what the latest numbers signal.
After the boom-bust cycle, the survivors are unit-economics businesses, not growth stories. That's progress.
Funding fell hard from the 2021-22 peak. Tracking where capital still flows — and which theses died.
IT and IT-enabled services remittances keep climbing. The individual freelancer, not the unicorn, is the workhorse.
Remittances are Pakistan's largest source of foreign exchange. The corridors, the costs, and the policy levers.
A new cohort is building UAE-registered businesses serving both markets. Their playbook differs from their parents'.
The 9% regime and free zone rules have changed the calculus for diaspora businesses. A practical map.
Fiscal deficit and current account deficit — why they feed each other and why every crisis routes through them.
One number moves mortgages, working capital, government debt costs, and the rupee. The transmission, step by step.
Letters of intent, prior actions, benchmarks, reviews — the machinery behind the headlines.
US rate decisions reprice emerging-market debt everywhere. The mechanism, and Pakistan's exposure.
Every $10 move in Brent shifts Pakistan's import bill by billions. What the current range buys Islamabad.
Beijing's domestic rebalancing changes the tone of project finance. Reading the signals for Pakistan.
Beneath hundreds of pages, three figures decide credibility: the revenue target, the primary balance, and debt servicing.
Track-and-trace, POS integration, faceless assessment — auditing the reform scorecard honestly.
Every government pledges divestment; few close transactions. Why the pipeline stalls, case by case.
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