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Category: the economy stupid

Why Pakistan Risk?

Posted on April 11, 2009August 26, 2014 by Jawwad

Marketing blurb, read at your own risk I liked David Beim as soon as I walked into his room. He had just graded my Corporate Finance exemption exam at Columbia and given me the permission to take a higher level course. The secretary of the Finance Faculty had asked me to come and meet him…

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Editors’ Note, Pakistan Risk Review

Posted on April 8, 2009 by Jawwad

Emerging markets require special attention. Standard models don’t apply, conventional wisdom doesn’t work and traditional thinking can quickly land you in uncharted and troubled territory. Pakistan as an economy is not that different from other emerging markets.   Like others we have our own personal challenges and demons. However given our special needs and situation…

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You were saying, a rejoinder four…

Posted on April 5, 2009 by Jawwad

Look here and here. There is more behind the G-20 and Nato protests than these selective images show case. The violence is hard to ignore but it overshadows the cause, the concept, the organization or the impact. So if I was the only source of information you had, my commentary the basis of your opinion,…

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Myths about Pakistan or an infrastructure rejoinder, three

Posted on April 5, 2009August 26, 2014 by Jawwad

Jehan did a post on This too is Pakistan, in October 2008. At the peak of distrust, despair and negativity coming out by the buckets in that month, she went out to highlight some of the many things that are right with this country. I didn’t get round to doing a follow up but Post…

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The bottom is here …

Posted on March 31, 2009 by Jawwad

On 3rd August 2008, I wrote the first depressing post of the season. Titled there goes your coolant, here comes your core, it more or less captured how I felt about the economy and the state of our firm. A number of other posts followed in the next few months with the same theme with…

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Myths about Pakistan – a rant, or a middle class rejoinder – one

Posted on March 29, 2009 by Jawwad

The inspiration for this post came from the responses to tech Lahore Post Modern Pakistan post. Not the post but the cynics who turned out in large numbers to remind us how bad things are today and how much worse they have become over the years. I am obviously not as educated or as well…

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The Rupee dollar outlook

Posted on January 18, 2009 by Jawwad

The slow down and the correction has finally hit the trade numbers. The bad news is that compared to the previous month, December exports fell by about 14% in dollar terms. The good news is that imports fell by 22% and the balance of trade is now down to only 800 million US dollars. Foreign…

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Finally some good news…

Posted on December 25, 2008 by Jawwad

One under-reported item that slid by everyone. It’s a piece of news that all of us have been waiting for on the economic front for the last few months. As per the latest numbers released by FBS, Pakistani exports were stable on a month to month basis (November and October) as well as stable on…

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John LeCarre, this country, and the elections in November

Posted on September 29, 2008 by Jawwad

I am a sucker for happy endings, nachos and cheese with Jalapeños. As a young adult I used to dream Bond movies in full color (though I finally got to watch my first Bond movie well into my 20’s once Pierce Brosnan took over as the new Bond). On odd weekends you can still find…

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