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Macro Analysis / Pakistan

Pakistan Economy: Remittances rise to record level in June

Balance of Payment: Remittances rise to record level in JuneRemittances in June 2020 rose an astounding 49% yoy (up 31% mom) to US$2.5bn, which is also the highest monthly inflow ever recorded. This took FY20 total remittances to US$23.1bn, up 6.5% y...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 13 July 2020
Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Macro Analysis / Turkey

Turkish industrial production improves, but still at 2013 levels

Even though the majority of industrial companies restarted production in May, the rebound was not balanced. The breakdown shows there were: 1) strong performers like motor vehicles production, showing a triple-digit jump at 190% (sti...
ING Think
ING Think 13 July 2020
Macro Analysis / Turkey

Turkey’s trade deficit widens further

Accordingly, the deteriorating trend in the 12-month rolling current account balance that started in the last quarter of 2019 has gained pace in recent months and continued in May with US$-8.2 billion vs US$+8.7 billion at e...
ING Think
ING Think 13 July 2020
Equity Analysis / Pakistan

Pakistan Cement: New Competition Commission leadership may imply price scrutiny

Rahat Kaunain has been appointed the Chairperson of the Competition Commission of Pakistan (CCP). She has served in this position before in 2010-2013. The appointment can be important for some sectors, as the CCP was relatively active during her prev...
Intermarket Securities Rahul Hans
Rahul Hans @ Intermarket Securities 10 July 2020
Macro Analysis / China

China: more loans point to a recovery, PBoC on hold

PBoC controls liquidity not to fuel asset markets Undiscounted bills grew aggressively to CNY218 billion in June from CNY83.6 billion in May, this implies tight liquidity conditions at the end of the half-year. This is because the Peo...
ING Think
ING Think 10 July 2020