The KSE-100 shows powerful resilience, shrugging off political headwinds to surge +1,945 points (1.2%) and close at 161,538. Trading was robust, with 785 million shares valued at 36.4 billion rupees.
But this rally comes amid a backdrop of significant political uncertainty. In today's brief, we report on:
Market Action: The massive 1.2% jump, strong volumes, and positive market breadth (292 advancers).
Sector Movers: The Textile Composite sector makes a huge positive impact, adding over 54 billion rupees in market cap.
The BIG Story: Business leaders warn of "public mistrust" over the 27th Amendment, legal experts fear the Supreme Court is being "dethroned," and an opposition alliance has called for nationwide protests.
The "Silver Lining": PM Shehbaz Sharif orders the withdrawal of the controversial immunity clause, signaling accountability.
Domestic Good News:
Punjab's "Apni Chhat Apna Ghar" (interest-free housing loans) is set to boost cement and steel.
Improved security, with 24 terrorists eliminated in KP and Balochistan.
Industry Watch: The new Auto Policy (2026-31) is being finalized, aligning with IMF reforms.
Investor Flows: Foreigners were net sellers ($2.6M), but local Mutual Funds (+$3.2M) and Broker Proprietary Trading (+$1.6M) bought heavily.
Disclaimer:The information provided in this podcast ("Stock Sense Morning Brief") is for informational and educational purposes only. It does not constitute financial advice, investment advice, trading advice, or any other sort of advice, and you should not treat any of the podcast's content as such. All content is information of a general nature. The hosts are not financial advisors. Viewers are advised to conduct their own research and consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results.
(Keywords: KSE-100, Pakistan Stock Exchange, PSX, Market News, Pakistan Economy, 27th Amendment, Market Update, Textile Sector, Auto Policy, Investing)