Ep 72 | Market Update and Action Plan | The Bulls & Bears Show

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Has the Federal Budget 2026–27 changed the game for the Pakistan Stock Exchange? Which sectors could benefit, and what does it signal for Pakistan’s economy?

In this episode of Bulls & Bears, we analyze the budget’s key measures, their impact on listed companies and market sentiment, and the sectors investors should watch closely. We also discuss our latest stock and crypto picks, review recent market performance, and explore the trends shaping investment opportunities in the months ahead.

What’s Covered in This Episode

✅ KSE-100 weekly market performance and latest market update
✅ Federal Budget 2026-27and its impact on the stock market
✅ Pakistan’s inflation, remittances, forex reserves, and macroeconomic outlook
✅ Oil, fertilizer, cement, banking, and manufacturing sector developments
✅ Global market trends and their impact on investor sentiment
✅ Sarmaaya Score and stock screening insights
✅ Forex, commodities, and broader investment opportunities
✅ Crypto market overview and top picks of the week

Stock Watch This Week
📍 Thatta Cement Company Limited (THCCL)
📍 Ghani Global Holdings Limited (GGHL)
📍 Quice Food Industries Limited (QUICE)

Let us know your thoughts on the budget and which stocks you’re watching next.

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Timestamps:
0: 00 Intro
3: 08 Last Week’s Calls – Faraz
4: 55 Budget Insights – Ammar
9: 48 Portfolio Performance – Ammar
14: 07 Macroeconomics and Fundamentals – Ammar
19: 20 KSE-100 Index – Faraz
26: 06 Property by Sarmaaya – Ammar
27: 18 Sarmaaya Score & Screener – Ammar
29: 57 Top Picks of the Week (THCCL) – Ammar and Faraz
35: 50 Ghani Global Holdings Limited (GGHL)
41: 33 Quice Food Industries Limited (QUICE)
45: 10 Global Markets (Gold, NAS100) – Ammar and Faraz
55: 53 Crypto Overview – Salman
1: 07: 13 HYPEUSDT – Faraz
1: 07: 59 ENAUSDT – Faraz
1: 08: 48 BTCUSDT – Faraz
1: 10: 34 ETHUSDT – Faraz
1: 12: 01 Outro

Credits & Acknowledgements:
https://www.cmegroup.com/

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