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  1. ezsasa

    Pakistan Economy: News & Discussion

    at those prices, churi is a understatement, it's a chainsaw.. at india's thermal plant construction cost estimate of 8.34 crore per mw, 1170 mw would cost 1.16 billion $, and GoI thinks this price is costly.. as per that tweet, chini are charging pakis 2.54 billion $ for 1170 mw, with chini...
  2. ezsasa

    Pakistan Economy: News & Discussion

    they pay full price for urea, our fellows get subsidised rates so more consumption, this needs to be factored in. and global fertiliser prices spiked because of ukraine war and effected most countries, GoI managed it well here so less impact in India. Farmers denied urea subsidy benefit...
  3. ezsasa

    Pakistan Economy: News & Discussion

    and this is when comparison between their entire collection and our fastag, that too when fastag was still picking up in that time period. our cash + fastag collections if combined for that time period will be double of 1.45 lakh crores, easy.
  4. ezsasa

    Pakistan Economy: News & Discussion

    and toll collection revenue is vastly different, ultimately toll collection is a unit of measurement of their usage. https://propakistani.pk/2023/08/01/nha-has-collected-rs-135-billion-as-toll-tax-since-january-2019/ India's electronic toll revenue for the same period 1.4 trillion inr...
  5. ezsasa

    Pakistan Economy: News & Discussion

    indepth analysis is for paki gormint to do. what was their primary concern since chini virus, it was uncontrolled high inflation. one of the reasons for high inflation is that supply is unable match demand. by mass deporting afghans, presumption is that there is bound to be reduction effect on...
  6. ezsasa

    Pakistan Economy: News & Discussion

    is it the case that these mass afghan deportations had a stabilising effect on paki economy? from the outside it looks like, their economic freefall got arrested after deportations started happening. one of the reasons, will not be the only reason. may be this also partially explains why their...
  7. ezsasa

    Pakistan Economy: News & Discussion

    a few opeds from their side... https://www.dawn.com/news/1699538 https://www.dawn.com/news/1707503 https://tribune.com.pk/story/2344803/trade-with-india-1 https://www.dawn.com/news/1743147 https://www.dawn.com/news/1800367
  8. ezsasa

    Pakistan Economy: News & Discussion

    there is no "we" here, it's about Indian state's capacity. there is hardly anything that pakiland produces and India can't, it is largely goods going from India to pakiland and money coming in. only goods of high value that are coming in from pakiland these days are narcotics and weapons...
  9. ezsasa

    Pakistan Economy: News & Discussion

    this is like : western version, rulers of troy thinking we don't know for sure if that large wooden horse has people inside, but atleast we can use it as a decorative piece. Indian version, raja dahir thinking, i will allow them to camp 30 kms from my fort, if they misbehave i can defeat them...
  10. ezsasa

    Pakistan Economy: News & Discussion

    if there is fall in demand in EU for buying clothes, things must be bad in EU. how is U.S doing, is there fall in demand there as well?
  11. ezsasa

    Pakistan Economy: News & Discussion

    does any other country uses this nomenclature of 8MFY24 ? eight months of FY24
  12. ezsasa

    Pakistan Economy: News & Discussion

    looks like imports reduced more than exports reduction, relative difference between the two could explain drop in demand for USD thereby exchange rate. edit: reduction in relative difference between $ outflow and inflow but pakistan being pakistan, as @karn mentioned there will be more to the...
  13. ezsasa

    Pakistan Economy: News & Discussion

    15% drop is quite a number to be attributed solely to speculative aspect of the market, must be something else.
  14. ezsasa

    Pakistan Economy: News & Discussion

    How come exchange rate drop in a month's time? Did imports drop or exports increase?
  15. ezsasa

    Pakistan Economy: News & Discussion

    Pakistan paid in Chinese currency for discounted Russian oil - minister https://www.reuters.com/markets/commodities/pakistans-russian-crude-shipment-paid-chinese-currency-minister-2023-06-12/
  16. ezsasa

    Pakistan Economy: News & Discussion

    to me it looks like they knew the interest payments number, so they put a target of 50 billion $ number and worked backwards playing with percentages for each line item. for example, budget assumes revenue from SBP profit will be almost 3X of last fiscal.
  17. ezsasa

    Pakistan Economy: News & Discussion

    50 billion $ budget, 25 billion $ interest payment.
  18. ezsasa

    Pakistan Economy: News & Discussion

    whole sale prices relatively same at their mandi taking currency conversion into account. potato 10 ₹ per kilo here - 30-35 pkr there. looks like the supply chain after mandi is driving their prices up. but street retail prices have come down as compared to 2-3 months ago in whichever area...
  19. ezsasa

    Pakistan Economy: News & Discussion

    ships are moving in and out of karachi, there must have been some respite from USD shortage. https://www.brecorder.com/news/4691413 https://www.brecorder.com/news/4687877
  20. ezsasa

    Pakistan Economy: News & Discussion

    as has been said before, Pak govt may be getting into USD bankruptcy. paki awam are having their litfests. ======== Pakistan’s Economy: Depth and Resilience
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