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Raast: Revolutionising Pakistan’s digital payments ecosystem

Tellimer Research Rohit Kumar @ Tellimer Research
Rohit Kumar @
Tellimer Research
19 January 2021

Pakistan Strategy 2021 – All-round turnaround!

IMS Research Team 22 December 2020

Food delivery apps and the scramble for market share in EM

Nirgunan Tiruchelvam 4 October 2020

Remittances: Better than feared so far (in two charts)

Hasnain Malik 17 September 2020

Hydrocarbon 'Hail Mary': Turkey joins the club

Hasnain Malik 21 August 2020
Latest articles in Pakistan

Raast: Revolutionising Pakistan’s digital payments ecosystem

Raast will provide necessary back-end infrastructure to payments services providers and should deliver the following objectives: significantly reduced transaction costs; full interoperability between counterparties; improve security; an enhanced user...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 19 January 2021
Raast: Revolutionising Pakistan’s digital payments ecosystem
Raast: Revolutionising Pakistan’s digital payments ecosystem

Pakistan: Current account surplus maintained despite higher imports in November

As per SBP data, Pakistan’s current account balance was again a surplus in November, of US$447mn in November 2020, which is the fifth consecutive monthly surplus. This leads to a C/A surplus of US$1.64bn in 5MFY21. Note that overall imports in Novemb...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 22 December 2020

Pakistan Strategy 2021 – All-round turnaround!

The Pakistan market is coming from a low base, trades at an unusually large valuation discount, is seeing record corporate profits, and enters 2021 on a tailwind of strong local flows. And, in a more risk-on environment for EM assets, FII flows may f...
Intermarket Securities IMS Research Team
IMS Research Team @ Intermarket Securities 22 December 2020
Pakistan Strategy 2021 – All-round turnaround!
Pakistan Strategy 2021 – All-round turnaround!

Pakistan: Time to get back on track

Although improvements to Pakistan’s fiscal and external accounts have largely continued despite Covid, the program has fallen off track and Pakistan must quickly return to its planned consolidation path to keep debt on a sustainable trajectory. On th...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 10 December 2020
Pakistan: Time to get back on track
Pakistan: Time to get back on track

Pakistan Economy: November CPI of 8.3% disguises much softer core inflation

National CPI decelerated to 8.3% yoy in November 2020 vs. 8.9% yoy in October (up 0.8% mom). Food inflation fell to 13.0% and 16.1% yoy in urban and rural centers, respectively, from 13.9% and 17.7% in the previous month. Interestingly, while prices...
Intermarket Securities Yusra Beg
Yusra Beg @ Intermarket Securities 2 December 2020

Pakistan market: KSE-100 bounces back in November

The KSE-100 recovered strongly in November 2020 (up 3.0% mom) – CYTD gains reversed to +0.8%. The market turned positive following positive result of US elections, Covid-19 vaccine breakthroughs, good trends on the economic front alongside PM Khan’s...
Intermarket Securities Yusra Beg
Yusra Beg @ Intermarket Securities 1 December 2020
Pakistan market: KSE-100 bounces back in November
Pakistan market: KSE-100 bounces back in November