Since early 2025, Pakistan’s economic trajectory has shifted noticeably. The signs are no longer subtle; they're showing up in the numbers. A rising rupee, historic gains on the stock exchange, and clearer macro stability have begun to change how investors see the market. At the heart of it all is a currency rally that’s put Pakistan back on the radar for global observers.
According to Bloomberg, the rupee has now recorded 10 consecutive days of gains, closing at 282.57 per dollar on 5 August. This marks the longest unbroken streak of appreciation since April 2024, and is being viewed as a clear signal of policy control and institutional resolve.
According to Bloomberg, the rupee’s recent streak of gains began after the State Bank of Pakistan announced it would slow its dollar buying, a move intended to support the currency while rebuilding foreign exchange reserves. The report also noted that officials met privately with banks and currency exchange bodies, a move seen by many as an attempt to restore order in the open market. Around the same time, remittance flows remained steady, and speculation in the informal dollar trade began to cool. It wasn’t one policy alone, but a series of signals, coordinated, firm, and timely, that helped the rupee regain its footing.
Momentum in the currency markets is being mirrored on the trading floor. On 6 August, the Pakistan Stock Exchange crossed a major milestone. The KSE-100 Index jumped over 2,000 points, closing at 145,088, its highest level ever recorded. Much of the momentum came from the banking sector. Stocks like HBL, NBP, MEBL, and UBL dominated trade, collectively adding more than 1,000 points to the index, as reported by Arab News.
Nearly 800 million shares changed hands, with Rs 52.7 billion in turnover, levels not seen in recent sessions. This kind of activity doesn’t happen in isolation. It follows months of macro progress. The government’s $7 billion IMF agreement, signed late last year, has started to bear fruit. Inflation has eased to 12.6%, after peaking above 30% in 2023.
Foreign reserves have now crossed $11.3 billion, marking the highest level in almost three years. Together, these developments are helping to restore a sense of external stability and economic balance.
For those watching property in Pakistan, these shifts in the macro environment are more than just market signals; they represent a strategic window.
A stronger rupee improves purchasing power and investor confidence. A thriving stock market attracts liquidity. And when inflation cools and reserves rise, capital tends to flow toward long-term, hard assets, particularly real estate.
This is already playing out in cities like Lahore and Islamabad, where premium projects in areas such as DHA & Gulberg and the city’s diplomatic corridors are drawing renewed attention from buyers. For the overseas Pakistani community, especially those based in the UK, this moment combines currency stability with access to dollar-linked real estate investment opportunities, the kind that offer both lifestyle value and long-term upside.
At One Homes, we’ve long held the view that Pakistan’s property market has the ingredients to lead the region, and 2025 is shaping up as a moment of validation. Our developments in Lahore and Islamabad, built with overseas Pakistanis in mind, combine architectural finesse with international-standard living. But beyond design, they offer something rarer: access to a market now earning back the trust of both private investors and institutions. As confidence grows, our focus remains clear: to create long-term value through homes that are both beautifully built and investment-ready.