Sunday, 27 November 2016

SUNRISE CAPITAL (PVT) LTD | 28 November 2016 | TAKE OFF

Monetary matters: SBP keeps policy rate unchanged at 5.75%:
The State Bank of Pakistan (SBP) left the target rate on hold at 5.75% for the next two months in the monetary policy announcement on Saturday.“I was expecting a 25-basis-point (bps) raise because of the recent rise in inflation in the country,” commented National University of Sciences and Technology (NUST) School of Social Sciences and Humanities Dean Dr Ashfaque Hasan Khan.When the central bank kept the policy rate unchanged two months ago, the inflation had not looked threatening, which was not the case now, said Khan. By raising the rate by 25 bps, the SBP could have given the signal to the market that it was watching the developments closely, he added.
ADB approves $325m loan to connect off-grid areas in K-P, Punjab:
The Asian Development Bank (ADB) on Friday approved a $325-million loan to provide electricity to off-grid communities in Khyber-Pakhtunkhwa (K-P) and Punjab, as almost half of Pakistan’s rural population remains deprived of electricity.The Board of Directors of the Manila-based lender approved the loan to enhance Pakistan’s energy security by helping install clean energy sources and improve people’s access to electricity in two of the country’s provinces, according to an official handout.It is the second loan the ADB approved in less than 24 hours, bringing fresh approvals to $525 million. Unlike the previous loan of $200 million that will be used for budget financing, the fresh borrowings have been obtained for project implementation.
No relief for Punjab despite gas price cut:
The Pakistan Textile Exporters Association (PTEA) has expressed concern over the disparity in industrial gas prices within the country, saying the recent reduction of Rs200 per mmbtu will prove unfruitful as the Punjab textile industry is already running on re-gasified liquefied natural gas (RLNG).In order to register protest and announce a strategy against discrimination with the Punjab textile industry, all textile associations and the Faisalabad Chamber of Commerce and Industry will hold a joint press conference on Monday.
Government urged to normalise trade ties with India:
The World Bank has urged Pakistan to fully normalise trade relations with India to facilitate deep forms of trade integration as this step would allow Pakistan to benefit from New Delhi's fast growth and promote complementarities, including value chain activities and investment potential.This is one of the key recommendations of a technical note titled "Pakistan-unlocking private sector growth through increased trade and investment competitiveness" prepared by a World Bank team comprised of Rafay Khan of the Trade and Competitiveness, South Asia and Nadia Rocha of the Trade and Competitiveness Global Practice of the World Bank Group. Guillermo Arenas, Olivier Cattaneo, Michael Ferrantino and Saima Zuberi also gave their input to the note.World Bank's team argues that Pakistan still needs to fully leverage its strategic location and its proximity not only to regional but also global trade leaders. Integration with its neighbouring countries and regions is all the more important given the need for the country to diversify both its product basket and markets. Removal of international sanctions on Iran, as a starting point offers Pakistan the greatest opportunity to enter a relatively untapped market.
Oil market would balance even without output cuts: Saudi Arabia
Saudi Arabia's energy minister Khalid al-Falih said on Sunday that he believed the oil market would balance itself in 2017 even if producers did not intervene, and that keeping output at current levels could therefore be justified.Under a preliminary agreement reached in September in Algeria, the Organisation of the Petroleum Exporting Countries would reduce its production to between 32.5 million and 33 million barrels per day, its first supply curb since 2008.OPEC oil ministers meet in Vienna on Wednesday in an effort to finalise that deal; OPEC also wants non-OPEC producers such as Russia to support the intervention by curbing their output.Falih said on Sunday Saudi Arabia was sticking to its position on the Algiers agreement that everyone should cooperate."We expect the level of demand to be encouraging in 2017, and the market will reach balance in 2017 even if there is no intervention by OPEC. But OPEC intervention aims to expedite this balance and the market recovery at a faster pace," he said.
China offers huge trade opportunities:
Luo Qiang, leader of the high ranking Chinese business delegation, on Sunday said that there was a vast scope for further enhancement of bilateral trade between Pakistan and China in furniture sector and urged the private sector of two countries to establish joint ventures for further upgradation of business ties.During visit to 6th Interiors Pakistan exhibition here at the Expo Centre, Qiang praised the quality of calligraphic engraved furniture and admitted the fact that the furniture items produced in the country have great demand in international markets.He offered huge trade opportunities to Pakistani business community in furniture sector and invited Pakistani counterparts to visit China to explore further avenues of mutual investment in various sectors.Talking to journalists, Qiang said the purpose of their visit to Pakistan was to share experiences and exchange views with local business community and explore new opportunities of matchmakings with Pakistani counterparts.
Money Market: Bank borrowing rises:
THE government raised Rs289.74bn from the auction of Market Treasury Bills of various tenors last Thursday, exceeding its target of Rs250bn. The central bank had received much higher bids of Rs480.38bn. In the earlier auction also the target set was exceeded.Of the total raised amount, three month T-bill fetched the highest Rs187.89bn at a cut off yield of 5.95pc, followed by 6-month T-bill Rs100.91bn at 5.95pc and 12-month T-bills Rs944bn at 5.949pc.The central bank had received highest bid for three month T-bill Rs255.66bn, followed by 6-month T-bill with Rs188.40bn and 12-month T-bill Rs36.31bn.
Rupee report: Dollar strenghtens against rupee:
In the local currency market, the rupee/dollar parity remained stable in interbank dealings despite extensive pressure in the open market.Amid fluctuations, since April, the rupee, being in a tight spot, continued to slide against the dollar in the open market since the start of 2016.The rupee has fallen around 1.03pc so far this month and by nearly 2pc since July. The rupee is currently trading at Rs107 against the dollar in the open market, its lowest level since December 2015.Globally, the dollar rolled higher to a nearly 14-year peak versus major rivals last week, driven by an expected high US inflation and interest rates, leading to a more than 6pc gain in the past two months, its strongest showing over a similar period since early 2015.The pound traded near a multi-decade low after its strongest monthly performance in eight years, hitting a nine-week high against other currencies. Last week on the interbank market, the rupee parity remained unchanged continued to trade at Rs104.84 and Rs104.85 for the first three consecutive sessions.


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