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Yield reversal: Is PSX ready for its next rally?

Inflation is easing and yields are falling. Could the next State Bank rate cut lift the PSX?

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Shahbaz Ashraf

Business Consultant

Seasoned Investment Professional | CFA | 17+ Years of Experience in Equity Research, Valuation & Advisory Seasoned investment professional with over 17 years of experience in equity research, financial analysis, valuations, and investment advisory—primarily focused on financial services firms, including equity brokerages, asset management companies, and family offices. Skilled in financial modeling, portfolio management, and evaluating multi-asset investment opportunities. Known for delivering data-driven insights and actionable strategies tailored to both institutional and private clients. Holds a BBA and MBA in Finance from the Institute of Business Management (IoBM), Karachi, and is a Chartered Financial Analyst (CFA).

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Moiz Ur-Rehman

- YouTube

Pakistan's inflation outlook is showing signs of improvement as oil prices retreat and macroeconomic stability strengthens. With money market yields reversing course, investors are increasingly focused on the timing and magnitude of the State Bank's next interest rate decision.

In this episode of Stock Watch, powered by Chase Securities, Fawad Basir, Head of Research at KTrade Securities, discusses the inflation trajectory, current account trends, and the key factors that could influence monetary policy in the months ahead.

We also examine the outlook for bond yields, rate-sensitive sectors, and PSX-listed stocks, along with what lower interest rates could mean for market sentiment and investment opportunities.

Watch the full episode for expert insights on Pakistan's economy, interest rates, inflation, and stock market outlook.
And if, rates fall further, where would you put your money: stocks, bonds, real estate, or savings? Comment below.

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