What's REALLY Driving the Auto Sector's GROWTH in 2026?

#psx #stocks #financialfreedom
Pakistan’s auto sector has surprised many over the last year but is this a real recovery, a temporary rebound, or just another false start?

In this in-depth podcast, I sit down with a leading Auto Sector expert Umar Serang (Chase Securities) to break down what’s actually happening beneath the headlines. We go beyond sales numbers and explore the real drivers shaping the sector as we move toward 2026.

We discuss:

Is the auto sector entering a new cycle, or is demand still fragile?

How much of the recent pickup is driven by interest rate cuts vs pent-up demand?

Who are the winners and losers among OEMs and why?

Have price reductions and new launches genuinely moved the needle?

How strong is localization, and does it really protect margins?

What risks could derail this recovery policy, FX, or affordability?

If you invest in PSX auto stocks or want to understand where the sector is headed next, this conversation will help you separate narrative from numbers.

📌 Watch till the end to understand whether auto stocks in Pakistan are setting up for 2026 growth — or walking into another slowdown.

This is not financial advice. Always do your own research before investing.

⏱️ Video Chapters
00:00 – Podcast Promo
02:20 – Podcast Introduction & Guest Overview (Umar Serang – Chase Securities)
04:00 – How Government Policies Are Shaping Pakistan’s Auto Industry?
08:28 – Key Segments of Pakistan Auto Industry Explained
09:48 – Is the Auto Sector Seeing a Real Recovery or Just a Rebound?
13:05 – What Is the Biggest Demand Driver in Pakistan’s Auto Sector?
14:42 – Auto Sector Winners: Who Stood Out in the Past Year?
24:14 – How Price Changes Impacted Market Share in Pakistan Auto Sector?
27:26 – Next Big Winners in Pakistan’s Auto Market
31:04 – New Auto Companies Entering Pakistan — What’s Driving This?
34:44 – New Electric Vehicle Policy in Pakistan – Prospects for 2030?
39:30 – Who’s Building Pakistan’s EV Charging Network? Key Players & Plans
43:12 – Top KPIs to Watch Before Investing in Auto Stocks in Paksitan
44:09 – Auto Sector Outlook 2026: Investment Tips for 12–24 Months
48:02 – Final Thoughts | Separating Narrative From Numbers
49:24 – Like 👍 Share & Subscribe for More Financial Podcasts




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