BaKhabar | Macro Pakistani x Investors Lounge: Recent Episodes
Faiz Ahmed & Sennen Desouza
BaKhabar is a series of smart, data-driven conversations about Pakistan’s Economy and its future. Week after week we present to you untold stories about economic and governance related challenges in Pakistan.
Here's hoping your conversations at chai and your decisions in life are better!
Host: Sennen Desouza, Co-Founder Investors Lounge Guest: Faiz Ahmed, Founder Macro Pakistani
Highlights of how Pakistan needs to remove its anti-diversification bias, expand product mix, grow participation in Global Value Chains and attract efficiency-seeking Foreign Direct Investment to grow export and manufacturing base.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep-12-how-can-pakistan-reach-its-export-potential
Overview of Pakistan's trade relations with the most relevant countries including highlights of its limited export diversification and reliance on trading consumer goods rather than capital and intermediate goods.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep-12-what-does-pakistan-trade-with-who
An overview of housing in Pakistan with a focus on the demand and supply side issues linked with the limited penetration of mortgage industry in the country. We also discuss the performance of Naya Pakistan Housing Scheme to date and how it might not be enough to achieve the vision of 5 million homes by 2023.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep10-how-has-inadequate-housing-affected-pakistanis
Overview of the value chain of electricity generation, transmission and distribution in Pakistan, with a focus on electricity cost, excess capacity and circular debt. From 2020 onward, Pakistan’s electricity generation will exceed peak demand. Prices are already over 25% higher than average in comparable countries and are set to rise further. Circular debt is estimated at PKR 2.1-2.2 trillion, with further build up expected due to increasing capacity charges.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep09-how-are-pakistanis-suffering-from-too-much-electricity
Highlights from the Federal Budget 2021-22 along with comparisons of previous years' budgeted and actual revenue collection/expenditure. Ambitious target setting for revenues continues with fiscal deficits budgeted at 6.3%. Higher GDP growth is expected to bring in higher tax revenues and lower deficit. Expenditure to rise mainly for subsidies, development expenditure and higher transfer to provinces.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-special-episode-federal-budget-202122
Overview of labor force and unemployment in Pakistan, with particular focus on female participation and youth unemployment issues in the country.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-what-are-the-issues-with-employment-in-pakistan-248825501
Overview of demand pull and cost push inflation in Pakistan and recommendations on how public management of prices can be improved
https://www.slideshare.net/FaizAhmed18/macro-pakistan-bakhabar-ep0-what-causes-inflation-in-pakistan
Overview of what inflation is, how its measured in Pakistan and what are some issues with measurement that Pakistan Bureau of Statistics need to take into account.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-how-does-inflation-affect-the-average-pakistani
Financing the fiscal and current account deficits we have discussed before leads to higher debt for the government. Growth of public debt in emerging economies has a dampening effect on growth. Both labor productivity and increase in capital stock is adversely affected as the government crowds out private investment. Additionally, with limited fiscal space, governments are unlikely to spend more on development. However, before commenting on whether or not Pakistan has a debt problem, we should understand what public debt in Pakistan looks like.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-does-pakistan-have-a-debt-problem
An overview of the balance of payment situation in Pakistan and why the country's growth trajectory is plagued with multiple programs with the IMF.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-why-does-pakistan-keep-going-back-to-the-imf
‘Fiscal Deficit’– If you've heard about it but never quite understood it, Aapne Ghabrana nahi hai.
Episode 03 of #BaKhabar
will help you make sense of the following:
⚫ Pakistan’s twin deficit crises
⚫ Budget landscape in Pakistan during the past 40 years
⚫ Problem with Pakistan’s tax system and low tax collection
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep-3-why-cant-the-govt-of-pakistan-balance-its-budget
⚫ About 83% to 85% of income in Pakistan is spent on private consumption.
⚫ Pakistanis are unable to save!
⚫ Why are Pakistanis unable to save and invest less?
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep-02-why-are-pakistanis-unable-to-save
What is Pakistan’s economic story?
What are its challenges?
What should we focus on?
Faiz Ahmed (Founder, Macro Pakistani) & Sennen Desouza (Co-founder, Investors Lounge) will help you understand "Why hasn't Pakistan become the Asian Tiger it was destined to be?" in this first episode of BaKhabar.
https://www.slideshare.net/FaizAhmed18/macro-pakistani-bakhabar-ep-01-why-hasnt-pakistan-become-the-asian-tiger-it-was-destined-to-be