u/Greedy_Deer6913

Most of the analysts including AHL said 100 bps hike is worst case scenario. But this has now happened. The market going to react aggressively to this in short term as 143k - 145k index re-rating is on the cards now.

1. Resilient stocks like DCR will have its true test now with its <7% dividend yield which does not look too attractive against a 11.5% T-Bond return.
2. Tech, Pharma, Cements and Autos will face most of the brunt as growth slows. E&P and fertilizers will have mixed responses.
3. Banks will enjoy the smell of cash but non-Islamic banks will have more revenue growth than Islamic.

But all of this is going to be short term action as SBP has already said this is due to the war and not some long term tightening.

I have got three phase Goodwe 10kw LV inverter but the batteries are out of stock. My installer is saying that we have always installed Dyness with Goodwe. Its just recently that Goodwe announced this 10 years extended warranty with their newly launched batteries and this is a marketing gimmick to attract customers as the batteries are new and therefore to facilitate market peneteration.

He is also saying these Goodwe batteries were previously used to be Dyness but now they have started with their own badging and printing.

Should I go with Dyness then instead of waiting for Goodwe batteries to become available?