EPISODE · Apr 7, 2026 · 1H 7M
507 | The $200 Oil Shock: Is Pakistan's Economy Facing Armageddon? | Abdul Rehman Najam | TBT
from Thought Behind Things · host Syed Muzamil Hasan Zaidi
In this episode, we break down the severe economic implications of the global oil shock and what it means for Pakistan's immediate future. Abdul Rehman Najam joins the show to provide a critical analysis of current macroeconomic indicators, comparing today's crisis to historical events like the 1990 Gulf War. We analyze whether the worst of the demand destruction is already priced into the market, the reality of a potential currency devaluation if foreign reserves drop below $10 billion, and the specific impacts on industries reliant on diesel and local refining. Finally, we cut through the noise to deliver actionable insights on how to navigate the Pakistan Stock Exchange (PSX) during periods of extreme volatility.
What this episode covers
In this episode, we break down the severe economic implications of the global oil shock and what it means for Pakistan's immediate future. Abdul Rehman Najam joins the show to provide a critical analysis of current macroeconomic indicators, comparing today's crisis to historical events like the 1990 Gulf War. We analyze whether the worst of the demand destruction is already priced into the market, the reality of a potential currency devaluation if foreign reserves drop below $10 billion, and the specific impacts on industries reliant on diesel and local refining. Finally, we cut through the noise to deliver actionable insights on how to navigate the Pakistan Stock Exchange (PSX) during periods of extreme volatility.
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507 | The $200 Oil Shock: Is Pakistan's Economy Facing Armageddon? | Abdul Rehman Najam | TBT
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