Economy · Fiscal Advisory · Research

Reading the budget the way a decision-maker needs to.

The ContexAi Economy & Research Wing turns Pakistan's federal budget, fiscal and tax policy, and global macro developments into clear, sector-specific intelligence — across Pakistan, the sub-continent and the GCC.

Read the FY2026-27 Memorandum → Latest release
Featured release · Federal Budget 2026-27 & Finance Bill 2026 · 13 June 2026 (Rev 1)
Featured release
Federal Budget 2026-27 — Economic & Tax Impact

A sector-by-sector assessment of the Finance Bill 2026 and the Economic Survey 2025-26 — what changes, who wins, who pays, and what to do about it. Reconciled against A.F. Ferguson (PwC), KPMG, Arif Habib and KASB. Prepared for clients and partners of the ContexAi.org Group.

Full Memorandum · PDF
Economic & Tax Memorandum — FY2026-27
Macro setting, budget at a glance, principal tax measures, a 15-sector impact matrix, 14 detailed sector memoranda with client actions, scenarios and a reconciliation of resolved points — with charts and tables throughout.
Download the memorandum (PDF) →
Briefing Deck · PDF
Client Summary Deck
A 10-slide executive walkthrough — macro, budget, tax measures, sector matrix, positioning and scenarios — built for board and management briefings.
Download the deck (PDF) →
One-Pager · PDF
Sector Scorecard
All 15 sectors on a single page — rating, key budget driver and suggested client action. The fast-reference leave-behind.
Download the scorecard (PDF) →

What the budget means, in four lines

What we cover

Fiscal & Budget

Budgets, deficits & financing, taxation, PSDP, subsidies, debt sustainability.

Monetary & External

Policy rate, inflation, exchange rate, reserves, balance of payments, IMF.

Global Macro

World growth, trade & tariffs, oil & commodities, the dollar.

Political Economy

Political & geopolitical risk, sanctions, scenarios.

Pakistan

Deep coverage — SBP, FBR, circular debt, CPEC, the IMF cycle.

Sub-continent

India, Bangladesh, Sri Lanka, Nepal — growth, budgets, reform.

GCC

Gulf macro, oil break-evens, diversification, the remittance corridor.

Deliverables

Policy & budget briefs, macro dashboards, risk notes, board decks.

Want this read for your business?

We brief boards and management teams on sector-specific implications and build bespoke tax-impact models. Follow Amir Waheed Ahmed on LinkedIn, or get in touch to discuss an engagement.

Analysis published by the ContexAi Economy & Research Wing for information only; it is not legal, tax or investment