Thursday 09th September 2010

Research Reports > Strategy & Macroeconomics

6 Sep, 2010 Download
KSE post Eid (feast): History's post-mortem & outl
2 Sep, 2010 Download
Pakistan deficit soars to 6.3% in FY10 (Morning Br
1 Sep, 2010 Download
KSE: Index down 7% in August (Morning Briefing)
11 Aug, 2010 Download
2010 floods: Impact & corporate feedback (Short Re
2 Aug, 2010 Download
MPS 1QFY11: SBP raises DR by 50bps (Morning Briefi
23 Jul, 2010 Download
MP outlook: Provinces dominating the scene (Mornin
1 Jul, 2010 Download
Performance of key JS Universe stocks in 2Q2010 (M
25 Jun, 2010 Download
Pak equities outperform most asset classes in FY10
21 Jun, 2010 Download
KSE: 8 IPOs witnessed during FY10 (Morning Briefin
11 Jun, 2010 Download
Beep: MoM inflation at 0.06% in May 2010
11 Jun, 2010 Download
Capital gains tax: Our discussion with tax officia
11 Jun, 2010 Download
Low volumes a phenomenon at the Pak bourse solely?
7 Jun, 2010 Download
Post-Budget 2010-11: 'Protect the recovery' (Morni
7 Jun, 2010 Download
Post-Budget 2010-11 (Detailed Report)
1 Jun, 2010 Download
Market fall not fully reflective (Morning Briefing
25 May, 2010 Download
SBP 4QFY10 Policy: Status quo maintained (Morning
21 May, 2010 Download
Pre-Budget FY11: Deficit containment to be ensured
21 May, 2010 Download
Pre-Budget 2010-11 (Detailed Report)
18 May, 2010 Download
Is Pakistan dirt cheap? (Morning Briefing)
14 May, 2010 Download
Insipid market activity keeps index flat at 10,272
7 May, 2010 Download
Pakistan Market: Valuation Snapshot - May 2010
6 May, 2010 Download
Greece versus Pakistan: a parallel comparison (Mor
4 May, 2010 Download
Positive vibes surrounding circular debt issue (Mo
30 Apr, 2010 Download
Market down 1.7%WoW; ignores strong corporate resu
29 Apr, 2010 Download
IMF 5th tranche status (Morning Briefing)
27 Apr, 2010 Download
Beep: Foreigners now hold 26.5% of Pak equities fr
16 Apr, 2010 Download
27 week high volumes point towards a hopeful week
15 Apr, 2010 Download
Pakistan Market: Valuation Snapshot - April 2010
9 Apr, 2010 Download
KSE: Volumes surge to a 26 week high (Pakistan Wee
2 Apr, 2010 Download
Constitutional reforms: a value pack for equities
26 Mar, 2010 Download
Positive sentiments pull market up by 1.4% (Pakist
19 Mar, 2010 Download
Foreign activity keeps KSE-100 above the 10,000 le
19 Mar, 2010 Download
Why is SBP cautious despite the macro reversal? (M
10 Mar, 2010 Download
Pakistan Market: Valuation Snapshot - March 2010
5 Mar, 2010 Download
Market flat despite 21 week high foreign buying (P
26 Feb, 2010 Download
CGT overshadows corporate achievements (Pakistan W
25 Feb, 2010 Download
Capital gains tax: Investor concerns & our take (S
19 Feb, 2010 Download
Politics and corporate results kept market in chec
12 Feb, 2010 Download
Market flat despite positive results (Pakistan Wee
12 Feb, 2010 Download
Pakistan Market: Valuation Snapshot - February 201
10 Feb, 2010 Download
Refineries: 7MFY10 production update (Morning Brie
1 Feb, 2010 Download
SBP 3QFY10 Policy statement–status quo maintained
22 Jan, 2010 Download
Market fails to sustain above 10,000 levels (Pakis
15 Jan, 2010 Download
Friday rally helps market to close at a 17 month h
13 Jan, 2010 Download
SBP's 1HFY10 economic assessment (Morning Briefing
8 Jan, 2010 Download
11-week high volumes mark a hopeful beginning to 2
1 Jan, 2010 Download
Market remains lackluster due to security concerns
31 Dec, 2009 Download
2009: Flashback - KSE up 60%, best since 2003! (Sh
31 Dec, 2009 Download
Global recovery through the commodity eye (Morning
30 Dec, 2009 Download
IMF tranche and interest rate outlook (Morning Bri
24 Dec, 2009 Download
Market Gains Momentum; Index Up 2.6% WoW (Pakistan
23 Dec, 2009 Download
2009: Macro, politics & the market (Morning Briefi
23 Dec, 2009 Download
2009: Macro, politics & the market (Detailed repor
18 Dec, 2009 Download
Market volatile; Politics at the helm (Pakistan We
18 Dec, 2009 Download
Pakistan lags behind regional markets (Morning Bri
17 Dec, 2009 Download
NRO, Democracy & Freedom of Speech (Morning Briefi
11 Dec, 2009 Download
Market consolidates on positive news flow (Pakista
4 Dec, 2009 Download
Bearish sentiments drag market down by 2% (Pakista
4 Dec, 2009 Download
Pakistan Market: Valuation Snapshot - December 200
26 Nov, 2009 Download
Volumes at a 37 week low amid political uncertaint
25 Nov, 2009 Download
Monetary Policy review (Dec-Jan): 50bps cut (Morni
20 Nov, 2009 Download
Economic numbers and expected rate cut drive marke
13 Nov, 2009 Download
Market up 1.5%; IMF appreciates signs of recovery
10 Nov, 2009 Download
Pakistan Market: Valuation Snapshot - Nov 2009
2 Nov, 2009 Download
IMF third quarterly review (Morning Briefing)
30 Oct, 2009 Download
Economy FY09: SBP's perspective (Morning Briefing)
6 Oct, 2009 Download
Pakistan Market: Valuation Snapshot - October 2009
6 Oct, 2009 Download
World Economic outlook and Pakistan's economy (Mor
5 Oct, 2009 Download
Fiscal consolidation and IMF (Morning Briefing)
30 Sep, 2009 Download
Monetary policy review (Sep-Nov): Rates unchanged
25 Sep, 2009 Download
Volumes at a 6 month high, up 2.4%WoW (Pakistan We
15 Sep, 2009 Download
Monetary Policy 2QFY10 expectations (Morning Brief
2 Sep, 2009 Download
FY09 Fiscal deficit detail review (Morning Briefin
21 Aug, 2009 Download
Volumes dull as SBP rate cut fails to draw investo
17 Aug, 2009 Download
1QFY10 MPS: SBP opted for a cautious stance (Morni
17 Jul, 2009 Download
Market gains momentum; return of futures (Pakistan
16 Jul, 2009 Download
Pakistan: Key positives for today (Morning Briefin
3 Jul, 2009 Download
A positive beginning to FY10 (Pakistan Weekly Revi
1 Jul, 2009 Download
FY09: A year of trauma (Morning Briefing)
26 Jun, 2009 Download
IMF June end targets (Morning Briefing)
19 Jun, 2009 Download
Budget FY10 fails to lure investors (Pakistan Week
15 Jun, 2009 Download
Budget FY10 - Reforms heavy budget (Morning Briefi
15 Jun, 2009 Download
Post-Budget 2009-10 (Detailed Report)
12 Jun, 2009 Download
Economic survey 2009: What is different? (Morning
11 Jun, 2009 Download
Global recovery easing export concerns (Morning Br
1 Jun, 2009 Download
External + domestic financing = Interest rate outl
28 May, 2009 Download
Yield curve analysis, Policy rate and markets (Mor
26 May, 2009 Download
Pre-Budget 2009-10 (Detailed Report)
26 May, 2009 Download
Pre-Budget FY10: Structural reforms led budget (Mo
22 May, 2009 Download
Volumes at a 10 week low, down 11%WoW (Pakistan We
19 May, 2009 Download
Economy: Awaiting 'Green shoots' (Morning Briefing
11 May, 2009 Download
Corporate profitability snapshot (1Q2009) (Morning
8 May, 2009 Download
Market remains lackluster on security concerns (Pa
6 May, 2009 Download
Economy: External sector outlook (Morning Briefing
30 Apr, 2009 Download
Index at a 4 week low, down 6% (Pakistan Weekly Re
29 Apr, 2009 Download
INDU analyst breifing takeaways & PTC result previ
27 Apr, 2009 Download
Results preview: Engro and Hub Power (Morning Brie
24 Apr, 2009 Download
KSE fall 2%WoW on profit taking (Pakistan Weekly R
23 Apr, 2009 Download
Results preview: HBL and NML (Morning Briefing)
21 Apr, 2009 Download
Economy: Discount rate cut & its implications (Mor
17 Apr, 2009 Download
Market up 2.3%WoW amid US$5.3bn FOP commitment (Pa
10 Apr, 2009 Download
Volumes at 18 month high, up 36%WoW (Pakistan Week
2 Apr, 2009 Download
Pakistan Market: Valuation Snapshot - April 2009
2 Apr, 2009 Download
OCAC projecting FO demand to grow by 7% (Morning)
1 Apr, 2009 Download
KSE: Regional comparision & stock returns in1Q2009
31 Mar, 2009 Download
Economy: Analysis of 8MFY09 & outlook (Morning )
13 Mar, 2009 Download
Investors seek political clarity as volumes remain
6 Mar, 2009 Download
Volumes hit hard as political rumblings continue (
3 Mar, 2009 Download
Pakistan Market: Valuation Snapshot - March 2009
25 Feb, 2009 Download
PTCL & ABL results preview (Morning Briefing)
20 Feb, 2009 Download
Economy: On the road to recovery (Morning Briefing
19 Feb, 2009 Download
Pakistan & Regional PEs 2-months after floor
13 Feb, 2009 Download
Market recovers as SECP grants relaxation on IAS 3
12 Feb, 2009 Download
Corporate earnings to further slowdown (Morning)
10 Feb, 2009 Download
FO sales at 20-month high in January 2009 (Morning
6 Feb, 2009 Download
Market up 4% amid slowdown in foreign selling
3 Feb, 2009 Download
IAS39 & IAS36: A major risk to reported earnings
2 Feb, 2009 Download
Pakistan Market: Valuation Snapshot February 2009
30 Jan, 2009 Download
Equities up 9% amid hope of interest rate cut (Pak
26 Jan, 2009 Download
Economy: Analysis of 1HFY09 and outlook
23 Jan, 2009 Download
Market fall further 11% due to foreign selling
14 Jan, 2009 Download
PAKISTAN MARKET STATISTICS
13 Jan, 2009 Download
Cement: Price performance in 2008 and outlook