Weekly Market Roundup

August 24, 2025 (MLN): The market gained momentum during the week, driven by mutual fund buying as equities outperformed other asset classes.

Consecutively, the bench mark KSE 100 index gained 3,001.43 points or 2.05%, closing the session at 149,493.06 compared to the previous week’s close of 146,491.63 .

Intraday swings were significant, with the index reaching a high of 151,249.62 (+1,756.56 points) and a low of 146,403.64 (-3,089.42 points).

Market cap

The KSE-100 market capitalization stood at Rs4.44 trillion, up 1.93% from the previous week’s Rs4.36tr. In USD terms, the market cap was recorded at $15.77 billion, compared to $15.46bn in the prior week.

This week, the index return in USD terms was 2.1%, compared to 0.9% the previous week, with the market also marking its all-time high during the week.

On the economic front, Pakistan posted a current account deficit of $254m in July 2025, compared to a surplus of $335m last month and a deficit of $348m in July 2024.

Pakistan’s REER index rose 2.01% MoM to 98.58 in July 2025, but fell 2.88% YoY.

Pakistan recorded investment of $208.09m in July 2025, up from $194.7m SPLY, but down from $385m last month.

Furthermore, FX reserves rose by $13m WoW to $14.26bn.

Short-term inflation fell 0.01% WoW but rose 2.30% YoY.

Return on bank deposits fell 41bps MoM to 2.98% in July 2025.

Foreign investors repatriated $244m in July 2025, up 75.3% YoY from $139.1m.

The positive economic cues helped stabilize investor sentiment, pushing the KSE-100 index’s fiscal year-to-date returns to 29.8%, while CYTD return stood at 20.19%.

Top Index Movers

During the week, Commercial Bank, Cement and Pharmaceuticals contributed 1,630.77, 775.62, and 212.92 points to the index.

On the flip side, Fertilizer, Miscellaneous and Inv. Banks / Inv. Cos. / Securities Cos. dented the index by -242.11, -48.52 and -47.34 points, respectively.

Among individual stocks, BAHL added 676.2 points to the index while LUCK, MEBL, and UBL contributed to the index by 335.89, 237.15, and 230.1, respectively.

Conversely, HBL, FFC, and EFERT eroded -190.74, -149.52, and -64.84 points, respectively.

FIPI/LIPI

This week, foreign investors remained net sellers, offloading equities worth $13.96m.

Foreign Corporates led the selling spree worth $10.95m.

On the other hand, local investors were net buyers this week, purchasing equities worth $13.96m.

Mutual Funds and Companies bought securities worth $14.79m and $9.93m, respectively, while Banks/DFI sold securities worth $7.59m.

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