Our papers and approach

doctored papers formulate its own research agenda.  Even though we cater to a select group of clients, we do not customize our research.  Our focus on Pakistan’s macro economy is topical and comprehensive, while our interface with clients ensures that our papers address their needs.

We are forward-looking and take our research cues from the latest data, news reports, and by talking to people.  Unlike other research outlets, we work with anecdotal evidence and stylized facts.  In my experience, by the time factually documented trends are available to the general public, business decisions have already been made.  Corporate executives and businessmen in Pakistan (as in the rest of the world) rely on their intuition/feel (or material non-public information) to make investment decisions.

In addition to topical papers, we also provide: (1) a monthly presentation of the political and economic outlook for Pakistan; (2) a regular assessment of key macro projections (i.e., the Rupee-Dollar parity, inflation, domestic interest rates, and Pakistan’s BoP); (3) cited official economic data we use in our graphs and tables; and (4) a Client Dialogue where we blog on topical issues, and encourage an open discussion with our clients (these individuals remain anonymous to ensure a more forthcoming interface).  Client Dialogue is restricted to select clients, while all paying clients have access to our papers (tab: Protected Papers) and presentations (tab: Protected Presentations).  The tab (Free Papers and Free Presentations) provides free online access to all of our papers and presentations that have been published three months ago.

What's the point?

There is a tendency in any organization for one view to prevail.  This outlook often filters down from the chief executive, and influences operating decisions, and often sets the strategy for the years ahead.  doctored papers provides an independent viewpoint, whereby senior management can discuss our outlook against their own internal viewpoint.  Since we formulate our assessment outside the ambit of the organization, this has value for professional organizations.

Our papers are proprietary and clients must agree not to share our papers with people outside the company.  The views expressed by doctored papers are strictly mine, and cannot be ascribed to any other organization.

Dr Mushtaq Khan
February 18, 2022