PSX Rally: Is the War Risk Really Over? | Stock Watch | Nukta Business

Driven by a sharp 13–14% drop in global oil prices, the Pakistan Stock Exchange (PSX) surged 4.5% this week with heavy trading volumes crossing 1 billion shares. However, as markets celebrate easing geopolitical tensions and single-digit inflation prints, the crucial question remains: is the war risk truly over, or is the market relaxing too soon? In this episode of Stock Watch, powered by Chase Securities, Nukta’s Shahbaz Ashraf, CFA, and Moiz Ur Rehman are joined by Sana Tawfiq, Head of Research at Arif Habib Ltd, to analyse the KSE-100 index rally, the impact of the US midterm elections on global markets, inflation and interest rate trajectories, and REER rupee competitiveness. With corporate earnings season wrapped up, debt rollovers secured, and macroeconomic indicators shifting, how should investors position their portfolios between high-dividend value stocks and high-alpha multibagger plays? Watch the full episode of Stock Watch, powered by Chase Securities, for expert insights into Pakistan’s equity market, top stock picks, and emerging risks. Subscribe to Nukta Business for the latest PSX updates, market analysis, and investment strategies. #Nukta #NuktaBusiness #StockWatch #PSX #KSE100 #ArifHabib #InflationPakistan #InterestRates #Pakistaneconomy ------------------------------------------------------------------------------------------------------------ 00:00 Intro 01:44 Bulls or Bears 02:40 Big Story 03:48 Economic Data 04:08 Guest interview 27:31 Events calendar 27:43 Ex-dividend 28:00 Candle Talk 35:43 Stocks to watch out for Follow us on: Facebook: https://www.facebook.com/profile.php?... Instagram:   / nuktabusiness   TikTok:   / nuktabusiness   X: https://x.com/NuktaBusiness