Policy, Positioning & Pakistan’s Economy Under Geopolitical Shade
Pakistan’s economic stability is increasingly shaped by global geopolitical shifts, external financing, and energy dependencies, limiting the effectiveness of domestic policy tools.
The Day After: Why Reopening Hormuz Doesn’t End the Crisis—It Begins the Aftershock Economy
The reopening of the Strait of Hormuz signals resumed flows but not recovery, as global energy markets, shipping, and financial systems enter a prolonged phase of structural disruption and recalibration.
Pakistan Energy Sector Set to Outperform Amid Global Oil Surge and Geopolitical Tensions
Rising oil prices and Middle East instability drive growth in Pakistan’s E&P and OMC sectors, while cyclical industries face headwinds from potential interest rate hikes.
KSE-100 Suffers 1.74% Weekly Drop as Geopolitical Tensions Weigh on Investor Confidence
The KSE-100 index ended the week down 1.74%, with geopolitical tensions and weak macroeconomic signals keeping investors cautious. Trading remained lackluster as global uncertainty overshadowed domestic reforms and financial agreements.