Azneem Bilwani

proud Pakistani

[Azneem Bilwani @Azneemb]

A good initiative is expected for the people of Pakistan as diesel prices cut by Rs 35 while petrol by Rs15.
Financial markets would welcome this initiative as it would lower the cost of doing business and overall inflation.

[taran adarsh @taran_adarsh]

BOBBY DEOL - ANURAG KASHYAP COLLABORATE FOR 'BANDAR': TEASER OUT NOW – 5 JUNE 2026 RELEASE... Post #Animal, #BobbyDeol steps into an unconventional space in #AnuragKashyap's intense and gritty world.

The #BandarTeaser sparks tremendous curiosity – the team seems to have got it absolutely right!

⭐️ #BandarTeaser 🔗: https://t.co/WDxGAT1iJT

Produced by #NikhilDwivedi [Saffron Magicworks], the film also features #SapnaPabbi, #SanyaMalhotra, and #SabaAzad, along with #RajShetty and #IndrajithSukumaran in pivotal roles.

#Bandar is slated for a worldwide theatrical release on 5 June 2026 by #ZeeStudios.

@anuragkashyap72 | @Nikhil_Dwivedi | @thedeol | @SaffronMagicWrk

[Azneem Bilwani @Azneemb]

Passing through fuel prices is a tough but necessary step—and ultimately positive for the economy. With crude imports making up ~25% of our total bill, artificial price controls were unsustainable and would have led to a bigger crisis.
Now is the time for bold, long-term decisions—especially investing in dams to secure affordable energy and water for Pakistan’s future.

[Azneem Bilwani @Azneemb]

Congratulations to the leadership of National Bank of Pakistan on delivering Rs 40.38 EPS and Rs35 dividend — a truly historic milestone.
For perspective, the highest payout in NBP’s history before this was Rs8/share (80%), with prior peaks around Rs7.5/share.
This sets a new benchmark for shareholder returns on the Pakistan Stock Exchange. Outstanding execution and value creation. 👏📈 #NBP #PSX

[Azneem Bilwani @Azneemb]

Happy New Year! 🎊 PSX rewarded investors handsomely this year, and 2026 looks set to continue the momentum. Strong outlook for E&P and bank stocks — lots of good news coming.

[Azneem Bilwani @Azneemb]

Based on our channel checks, most cement companies are announcing capacity expansions. In this environment, we recommend investors remain long on banks, fertilizer and E&P stocks.

[Azneem Bilwani @Azneemb]

Eid Mubarak

[Azneem Bilwani @Azneemb]

Government securities and bonds are currently trading at 250 to 400 basis points below the policy rate of 17.50%. The rates are as follows:
- 1-year T-bill: 14.70%
- 3-year PIB: 12.90%
- 5-year PIB: 12.95%
The money market anticipates significant cuts in policy rates during the upcoming monetary policy meetings. Should the policy rates fall to between 11% and 12%, we could see the index quickly exceed 100,000.

[Azneem Bilwani @Azneemb]

Inflation has strated cooling off, there was a 10% gap in real rate of return where SBP took a bold step today and brought interest rates by 200bps, petroleum prices will support more cuts in the medium term, and the capital market is ready to re-rate and may touch 95,000 soon.With the IMF program completed, it’s a good step towards stability. Let’s keep this progress going!

[Gujarat History @GujaratHistory]

189 years old drawing of a Begum (wife) of an #Indian Nawab (ruler) listening to music & smoking Hukah in her palace was drawn in 1835 AD.

[Azneem Bilwani @Azneemb]

The proposed increase in capital gains tax could be detrimental to the remarkable progress our market has achieved between June 23 to June 24 as the KSE 100 index has surged ~80% attracting ~USD 141 Mn in FIPI this year.

This growth has positioned Pakistan as a top performer in USD returns among 35 global indices across developed markets.

[ARY NEWS @ARYNEWSOFFICIAL]

قومی اسمبلی کا پہلا مکمل غیر حتمی غیر سرکاری نتیجہ سامنے آگیا

#ARYNews

[Azneem Bilwani @Azneemb]

The care taker Prime Minister has initiated a great step towards reducing circular debt, which was sent to IMF. It will be very beneficial for the capital market and the Govt of Pakistan.

[Azneem Bilwani @Azneemb]

Interesting fact :
PPL last month's trading volume was 337mn.
Those kinds of volumes were last seen in Oct 2007.

[Azneem Bilwani @Azneemb]

The new year started with encouraging participation and enthusiasm. It was the 2nd highest gains in terms of points historically. I believe we are on track to mark historical gains this year with a lot of positive news on the way on circular debt resolution, PPL & OGDC should out perform…..

[Azneem Bilwani @Azneemb]

May the upcoming year bring you success, happiness, and unforgettable moments. Here's to a fantastic New Year! 🌟 #HappyNewYear
#NewBeginnings 2024

[Azneem Bilwani @Azneemb]

*Market returned 51% in 2023, outperformed CPI & Kibor.
* The best performing sectors were Refineries, Chemical and Power.
Interesting Facts;
Pakistan never defaulted on debt payments. Confidence restored after IMF deal and rerating kicked in.
* Foreign corporates were net buyers by $73mn, whereas local corporates i.e mutual funds ($132mn) & banks ($68mn) were net sellers.
I believe market will continue to beat returns compared to other asset classes as participants are confident and optimistic.