FIRST ASIA SECURITIES
DATA AS OF 22 JUN 2026 · EOD

Pakistan 7.375% 2031

USD
Sovereign bond · Government of Pakistan · PREVIEW
01 / Key TermsAS OF PSX · PREVIEW
Yield to Maturity
9.80%
Clean Price
88.20
% OF PAR
Coupon
7.38%
Spread
560 bps
Rating
CCC+
Maturity
08 Apr 2031
4.5Y DURATION
02 / Details
Issuer
Government of Pakistan
Instrument type
Sovereign bond
Currency
USD
Duration
4.5 yrs
Amount outstanding
USD 1.0 bn

PREVIEW DATA · ILLUSTRATIVE TERMS · NOT INVESTMENT ADVICE

03 / Credit ViewAS OF FAS · 22 JUN 2026
OverweightTARGET SPREAD 480 bpsTARGET YIELD 8.80%

Carry and an IMF anchor outweigh the politics

The case
  1. 01

    At ~9.8% to 2031 the bond pays roughly 560bps over US Treasuries to hold an IMF-anchored frontier credit.

  2. 02

    The active programme and rebuilding reserves cut near-term default risk versus the 2022-23 stress.

  3. 03

    Spread has room toward ~480bps as the curve normalises — about four points of price on top of the carry.

Key risks
  • Programme slippage or a politics-driven external funding gap.
  • Global risk-off widening frontier spreads regardless of fundamentals.
  • Reserve cover slipping back below two months of imports.

— GENERATED BY FIRST ASIA SECURITIES · NOT INVESTMENT ADVICE