Stock Sense: Daily Morning Brief

Pakistan Stock Market 2026 Outlook | January Effect, Rate Pause & Sector Rotation | Stock Sense


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Welcome to the first trading session of 2026 and the opening episode of Stock Sense for the new year.

In this episode, Malik breaks down the Day One psychology of the Pakistan Stock Exchange, explaining why window dressing is over and how the January Effect is driving capital rotation across sectors.

You’ll learn:

  • Why mutual fund support has vanished after 2025’s year-end rally

  • How the State Bank of Pakistan’s rate pause changes market dynamics

  • The impact of the gas tariff hike on Textiles, Ceramics, and Gas Utilities

  • Why Tech, Refineries, and Energy stocks may attract fresh liquidity in 2026

  • What the SIFC roadmap and Saudi investment talks mean for OGDC, PPL, and Systems

  • Key tradable catalysts including AGP Limited, Sugar stocks, and Sui Southern Gas

This episode is designed to help traders and investors start 2026 with discipline, avoid emotional trades, and focus on valuation, sector rotation, and institutional money flow.

📌 Disclaimer:
This podcast is for educational purposes only and does not constitute financial or investment advice. Always consult a licensed financial advisor before making investment decisions.

🎙️ Stock Sense — Practical insights. Smart risk. Informed trading.
🔔 Follow for daily Pakistan Stock Exchange updates.

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Stock Sense: Daily Morning BriefBy Stock Sense