In this episode of Stock Sense, Malik breaks down a market navigating a fascinating divergence. While the KSE 100 faces short-term technical pressure, massive macroeconomic developments are setting the stage for long-term sector shifts.
We discuss the US Exim Bank's pledge of $1.25 billion for the Reko Diq project and what the Sindh Government's 25 billion rupee allocation for Karachi means for the construction sector. Plus, we analyze the tug-of-war between foreign buying and local selling.
📌 In Today’s Briefing:
Market Pulse: KSE 100 dips slightly as trading volumes remain robust.
Sector Watch: Why Automobiles are dragging the index while Fertilizers offer support.
Macro Boosters: The impact of the Reko Diq loan and the new rice export deal with Bangladesh.
Domestic Challenges: The recurring sugar crisis and IMF audit concerns.
Technical Outlook: Identifying key support at 155k and resistance at 169k.
Institutional Flows: Banks are buying, but Mutual Funds are selling—we explain why.
💡 Malik’s Take:Why do mixed technical signals and strong macro news suggest a "resilient undercurrent"? Find out which sectors require a selective strategy right now.
Disclaimer: This podcast is for informational purposes only and does not constitute financial advice. Invest wiseley.