FY27 budget: Growth ahead or more austerity?

Budget FY27 is near. What will it mean for markets, rates and top-performing sectors in Pakistan?

With Pakistan's Federal Budget FY27 just days away, all eyes are on how the government's fiscal targets and policy choices will shape the market outlook for the year ahead.

In this episode of Stock Watch, powered by Chase Securities and Bank of Punjab, Nukta's Shahbaz Ashraf and Moiz Ur Rehman sit down with Shankar Talreja, Director Research at Topline Securities.

Together, they unpack the latest market dynamics, key macroeconomic signals, including May's 11.7% CPI print and the upcoming SBP monetary policy decision, the budget's likely direction, and the sectors best positioned to outperform in the current environment.