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Pakistan Market Wrap: View from the Desk – By JS Research

  • By: JS Global Capital Limited

  • - Published: Tuesday, 05 August 2025
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<ul><li><span style="font-family:Arial, Helvetica, sans-serif;font-size:medium;">The KSE-100 Index surged 0.7% to a record close of 143,037, driven by strong corporate outlooks, robust cement sector demand, and renewed investor confidence following a Rs780bn cut in power sector arrears. Improved liquidity, fiscal consolidation, and sector specific optimism especially in cement and energy are fuelling the bullish momentum. With OGDCL&rsquo;s Rs7.7bn interest receipt and a stronger primary surplus, market sentiment remains constructive. Barring external shocks, the upward trend is expected to persist, supported by earnings growth and improving macroeconomic indicators.</span></li></ul>

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