US withdrawal suits Pakistan more than India... In the short term, the desire for an orderly troop withdrawal will align US interests with those of Pakistan (to exert restraint on the Taliban) and the subsequent shift of the balance of power in favou...

In this report, we discuss how achievable these targets are, the planned steps to achieve these goals and what it could all mean for some of Pakistan's listed banks. The Islamic banking sector has huge untapped potential. Improve the liquidity manage...

The 25 February agreement between India and Pakistan to cease fire across the shared land border followed the partial pull back of troops by India and China in the Ladakh region two weeks earlier. As long as the US regards India as a key piece of its...

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...

Remittances proved far stronger for some countries in emerging and frontier than others in 2020. Our observations from around 20 emerging and frontier countries where remittance data is available for 2020 are in this report. We have discussed before ...