The Pakistan Stock Exchange (PSX) surged 4.5% this week, supported by a sharp 13–14% decline in global oil prices and trading volumes exceeding 1 billion shares. But as investors welcome easing geopolitical tensions and inflation returning to single digits, a key question remains: has the war risk genuinely subsided, or is the market getting ahead of itself?
In this episode of Stock Watch, powered by Chase Securities, Nukta’s Shahbaz Ashraf, CFA, and Moiz Ur Rehman are joined by Sana Tawfiq, Head of Research at Arif Habib Ltd, to examine the KSE-100 rally, the potential impact of the US midterm elections on global markets, inflation and interest rate outlooks, and the rupee’s competitiveness through the Real Effective Exchange Rate (REER).
With the corporate earnings season concluded, debt rollovers secured and key economic indicators shifting, where should investors look for opportunities? The discussion explores the relative appeal of high-dividend stocks and high-growth, multibagger opportunities, while assessing the risks that could challenge the market's momentum.
Watch the full episode of Stock Watch, powered by Chase Securities, for expert analysis, investment insights, top stock picks and the risks shaping Pakistan's equity market.
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