Monthly Market Wrap | Budget 2025-26 Triggers Stock Market

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July 10, 2025
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Pakistan's stock market just delivered one of the most explosive rallies in history! The KSE-100 index smashed through 126,000 points after the Federal Budget 2025-26 announcement, but WHY did this happen?
✅ The 3 budget moves that triggered the massive rally: No increase in capital gains tax, no increase in dividend tax, and avoidance of major new taxation measures.
✅ Which sectors are the BIGGEST winners (and losers): Cement & Construction (due to housing finance boost), Pharmaceuticals (import duty eliminated), Banking sector (changes in tax on transactions), Energy companies (circular debt resolution).
✅ Why cement stocks are going CRAZY: Tax cuts on property and incentives for low-cost housing.
✅ The shocking 18.7% increase in FBR tax target - can Pakistan pull it off?
✅ How the 3.9% deficit target changes EVERYTHING
✅ Which stocks to watch

NOW💰 HUGE opportunities emerging in:

Cement & Construction (housing finance boost!)
Pharmaceuticals (import duty eliminated!)
Banking sector (changes in withholding tax and digital transactions)
Energy companies (circular debt resolution)

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