Sitemap - 2021 - SBP watch (and other hot takes)

Sovereignty lies with IMF : SBP Amendment — 2 : False claims

Sovereignty lies with IMF : SBP Amendment — 1: Primary objective

Who has a better money printer: Reza Baqir or J Powell?

SBP's credibility at stake: Social Media Roundup

T-bill auction: SBP’s credibility at stake?

Sovereignty lies with IMF: International Best Practices and End Goals

Sovereignty lies with IMF: An addendum

Is Meezan Bank's Bai Muajjal financing the purchase of conventional government securities?

Is there a method to Erdogan's madness?

SBP’s Fifth Generation Warfare: Part Deux

SBP as a REIT Promotion Authority.

Is SBP losing its marbles?

Fifth Generation (Warfare) Monetary Policy at SBP

Sovereignty lies with IMF: The Final Act

Sovereignty lies with IMF: Part Deux

Sovereignty lies with IMF

The "Flying Arrows" of Baqarnomics

SBP: State Bank of Plotistan

Capital controls through the back door in Pakistan?

Fool in the shower: Part Deux

Are plot files the new prize bonds?

SBP: Addicted to micromanagement

Mobilink Microfinance Bank(MMB): A loan shark in Fintech's clothing

SBP's MPC: Only fools rush in?

Crowding out theory and Meezan Bank

SBP’s bancassurance circular : Polishing a 💩

SSSS: a Subtweet, a suspect Statistic, SBP governor and a Shopping mall.

Kamyab Pakistan Program : Too cute by half

The absurdity of June 2021 SBP statistics

SBP's Chart Crime: Part Deux

Lack of imagination in the Pakistani banking sector

PECO - Nationalization, Privatization and, Arif Habib - A tragedy in three acts

Arif Habib, Yunus Brothers, Dolmen and Silk Bank: Land mafias, conflict of interest and questionable track record behind Pakistan's most awaited REIT.

Construction Financing and Goodhart's Law : Part Deux

Bringing excitement into the most mundane of the things: A case of Engro LNG terminal and dry docking.

The beginning of the end of Le Paris?

ARY Laguna: scam continues to unravel

Kamyab Pakistan Program: Castles in the air

I can't believe this substack is free

Apples to oranges in construction financing

Unwind the stimulus? What stimulus?

SBP should reduce the policy rate to below 7%

Pakistan's M0 increased by 6% in May 2021

Refinancing galore at SBP

Collective punishment: An innovation by KElectric and Tabish Gauhar

Roshan Digital Accounts: The dollars never left the US

US Government in Pinstripes : Housing

SPAC-tacular SECP

SBP refinancings a success? Take my word for it

Naya Pakistan Certificates as Hot Money: Part Deux

Issuing and managing Central Bank Digital Currencies (CBDCs)

Buying fractional tokens of Tesla on Binance Exchange with BUSD tokens is a risky proposition

What they didn't teach me at the business school about SBP's Magic Money Tree

Inflation targeting continues to be the party line amongst economists.

Le Paris: Pulling a fast one on FBR?

You should always use the HBL credit card

Lying with statistics: Lessons from State Bank of Pakistan

Revolution at State Bank of Pakistan

SBP Amendment Act: Unsubstantiated claims in MoF slide deck

No more export refinance or support to Naya Pakistan Housing from SBP

The French Connection: Master Tiles and Raja Martinez

Daylight robberies by Habib Bank, United Bank and others

Are Naya Pakistan Certificates camouflaging hot money?

The Great Oil Hedge Heist of 2020

ARY Laguna Scam? The form over substance.

Selling family silver: F-9 Park Sukuk

ARY Laguna Scam? History rhyming

Pakistan budget deficit 2020/2021: Understated

Greed Unlimited: Bahria Town Karachi

Moving the goalpost: An 'Innovative' Payment Structure

Housing Crisis: New Zealand Edition

How measure the impact of construction amnesty?