Pakistan Fertilizer Sector: Earnings Revised Upward; Overweight Maintained
We have revised up our earnings estimates for the fertilizer sector by an average of ~13% for 2026E-2028F. Improved urea offtakes: Our upward...
124 Views
Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
1.4k Views
Oil Marketing Sector – Major Beneficiary of Improved Macros
Investment Thesis: Oil marketing sector (OMCs) of Pakistan is set to benefit from strong sector dynamics and improving economic fundamentals. The...
326 Views
Top Industries for Investment as Pakistan Transitions to an Emerging Market
Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical...
451 Views
Emerging Market Status Appears Likely for Pakistan
MSCI Announcement is ApproachingAs previously mentioned, Pakistan is under review for classification as an emerging market, and it appears likely...
295 Views