Understanding Bangladesh's External Debt Flows
04 Sep, 2023

You might have come across some recent news articles citing private sector dues of ~USD10-12bn payable within the year. ...

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Monetary policy - where things went wrong in last cycle
25 Jun, 2023

It is no secret that the last few quarters have been difficult from a macro perspective. While there are many underlying...

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Is BDT still overvalued? Market says its not.
02 Jun, 2023

10 months ago, I wrote a post on the BDT exchange rate. The main thesis was that the sharp currency depreciation we were...

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Superapps are not convenient, so why pursue?
20 Feb, 2023

We keep seeing pitches for various types of “super app” aspirants. Well, it sure would be great if you could do ever...

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Investing in challenging macro environment
04 Feb, 2023

Asif Khan discusses investing in a challenging macro environment with Mahfuz Ullah Babu on the TBS Markets program.   ...

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