Mustafa Mustansir

Director Research and Business Development at Taurus Securities Limited - Finance Expert - Independent Thinker

[Mustafa Mustansir @mustafa_mus]

Sharp fall in Brent overnight as both the US & Iran express openness for diplomacy to end the war. Hoping for the best...

#crudeoil #brent #economy #oilprices #inflation

[Mustafa Mustansir @mustafa_mus]

#Brent is up 5%DoD. Mixed news about the US temporarily suspending diesel exports. Middle-East supply fears also continue. Meanwhile, the US crude oil inventories rose by 3.0 million bbl. as per EIA.Difficult to form inflation expectations in such volatility.
#Brent #CrudeOil

[Mustafa Mustansir @mustafa_mus]

Pakistan's crude import mix has changed notably over the last two months following closure of the Strait of Hormuz as well as disruptions in the Bab El Mandeb.

#CrudeOil #Hormuz #BabElMandeb #OilPrice #Pakistan #Economy #SaudiArabia #Kazakhstan #UAE

[Mustafa Mustansir @mustafa_mus]

Qatar’s budget deficit more than doubles to QTR 21.2Bn (€5bn) in second quarter amid LNG disruption. The picture below can answer why? Energy supply routes disruption #Hormuz & #Babelmandeb could wreck havoc for the #GCC economies.

[Mustafa Mustansir @mustafa_mus]

US Treasury Yields touching 5% says a lot about the health of global economy, and investors' trust in the strength of the US economy, particularly the biggest lenders like China. Just saw a post about Chinese holdings of US Treasuries which are now down to its lowest in decades.

[Mustafa Mustansir @mustafa_mus]

State Bank's decision to hold the policy rate today seems to flag risks to inflation as mostly supply driven. This makes sense at least for now. But for how long?

#SBP #Policyrate #Pakistan #Economy #Inflation #Oilprices #Statusquo

[Mustafa Mustansir @mustafa_mus]

#Pakistan #economy could face severe repercussions if #SaudiArabia economy is hit hard following the massive decline in its oil exports as is being reported by credible sources in media.

#MiddleEastWar #Pakistan #Economy #Oil #Oilprices #Crisis

[Mustafa Mustansir @mustafa_mus]

With today's #Hormuz meeting in #Oman postponed and Saudi Arabia shutting down the #EastWestPipeline, effectively around 30% or more in #global #energy supplies remain disrupted.

[Mustafa Mustansir @mustafa_mus]

Praise be to Allah. Proud to be a Pakistani.

#Pakistán #امن_کا_سفیر_پاکستان #

[Mustafa Mustansir @mustafa_mus]

#EidulAdha2025 #Investing #PSX #PakistanZindabad

[Mustafa Mustansir @mustafa_mus]

All one can say is #disgraceful and #shameful. Hope better sense prevails to take #Pakistan forward now.

#PakistanElection #PakistanElection2024 #PakistanZindabad #Pakistan #Economy

[Mustafa Mustansir @mustafa_mus]

#IMF executive board approves Pakistan's first SBA review along with immediate disbursement of USD 700Mn.

With this Pakistan's external outlook set to improve further. More better days ahead...IA.

#Pakistan #Economy #PSX #Frontiermarkets #IMF

[Mustafa Mustansir @mustafa_mus]

A sombre moment for #Pakistan as #India lands on the moon while we're worried about where the Rupee will land. Congratulations to Indians all over the world. #Chandrayaan3Landing

[Mustafa Mustansir @mustafa_mus]

Finally! Great news! #Pakistan #Equities to rally now.

#IMF #PSX #Economy #FrontierMarkets #EidMubarak
#Besttimetobuy

https://t.co/WAqInyLWL6

[Mustafa Mustansir @mustafa_mus]

I write this with a very heavy heart and a strong sense of anxiety about the future of #pakistan. But today's 30th of June. Last day for #pakistan to clinch a breakthrough with the #IMF.

Hoping for the best.

#PakistanEconomicCrisis #pakistan #economy #psx #frontiermarkets

[Robin Brooks @robin_j_brooks]

This is Brazil. A transformation into huge trade surpluses powered by agricultural exports (lhs, orange) that go predominantly to China (rhs, red). There is no other emerging market that's seen a transformation even remotely close to this. Our $/BRL fair value remains 4.50...

[Mustafa Mustansir @mustafa_mus]

#EidAlAdhaMubarak

[Mustafa Mustansir @mustafa_mus]

No change in SBP policy rate. SBP expects inflation to fall going forward.

#psx #pakistaneconomy #Sbp #imf

[Mustafa Mustansir @mustafa_mus]

It will be an enormous challenge for the Federal Government to deliver relief in the Budget today given that the IMF would be scrutinizing everything. Hoping better sense prevails.

#Budget2024 #PakistanEconomy #PSX