BaKhabar | Macro Pakistani x Investors Lounge
By Faiz Ahmed & Sennen Desouza
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
BaKhabar | Macro Pakistani x Investors LoungeJul 12, 2021
EP 12 | How can Pakistan reach its export potential?
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
EP 11 | What does Pakistan trade with who?
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
EP 10 | How has inadequate housing affected Pakistanis?
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
EP 09 | How are Pakistanis suffering from too much electricity?
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
Special Episode | Federal Budget 2021-22
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.
EP 08 | What are the issues with employment in Pakistan?
Overview of labor force and unemployment in Pakistan, with particular focus on female participation and youth unemployment issues in the country.
EP 07 | What causes inflation in Pakistan?
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
EP 06 | How does inflation affect the average Pakistani
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.
EP 05 | Does Pakistan have a debt problem
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
EP 04 | Why does Pakistan keep going back to the IMF?
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
EP 03 | Why can't the Govt of Pakistan balance its budget?
‘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
EP 02 | Why are Pakistanis unable to save?
⚫ 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
EP 01 | Why hasn't Pakistan become the Asian Tiger it was destined to be?
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