Written by The Banking Post
The Dhaka Stock Exchange (DSE) closed higher for the fourth consecutive week, with the benchmark DSEX climbing 61 points (1.27%) to 4,894.06. A combination of easing domestic and geopolitical tensions, robust macroeconomic data and a sharp rally in bank stocks underpinned the advance.
Market Performance at a Glance
- DSEX: +61 points (1.27%) to 4,894.06
- DS30 (Blue‐chip Index): +16 points to 1,836.11
- DSES (Shariah Index): +6 points to 1,065.39
- Weekly Turnover: Tk 19.44 billion (4 sessions) vs. Tk 18.13 billion (5 sessions previous week)
- Average Daily Turnover: Tk 4.86 billion (+34%)
- Market-cap Gain: +Tk 155 billion to Tk 6.66 trillion
Key Rally Drivers
- Bank Stocks Lead: Top lenders—Islami Bank, BRAC Bank, Prime Bank, Eastern Bank and Social Islami Bank—added 84 points to DSEX.
- Macroeconomic Tailwinds:
- Gross forex reserves hit US$30.5 billion on IMF loan inflows
- Exports rose 8.6% to US$48.28 billion in FY25
- Remittances topped US$30.04 billion
- Falling Rates & Inflation: Declining yields on government securities and easing inflation have lured bargain hunters, betting on future interest‐rate cuts.
Sector-Wise Activity
| Sector | % of Weekly Turnover | Weekly Performance |
|---|---|---|
| Banking | 14.5% | +6.3% |
| Food & Beverage | 13.0% | +X%* |
| Pharmaceuticals | 12.5% | +X%* |
| Non-Bank Financial Institutions | — | +X%* |
| Engineering & General Insurance | — | +X%* |
*Exact sectoral gains varied across issues.
- Market Breadth: 257 advancers, 103 decliners, 36 unchanged (out of 396 issues traded).
Top Stocks by Turnover
- BRAC Bank – Tk 972 million
- Lovello Ice-cream
- Beach Hatchery
- Midland Bank
- Square Pharmaceuticals
Chittagong Stock Exchange
- CASPI (All-Share Index): +228 points to 13,628
- CSCX (Selective Categories Index): +133 points to 8,332
Analyst Commentary
“Quarter-end portfolio rebalancing and regulatory measures—like the central bank’s merger of five troubled Islamic banks—further boosted confidence,” said EBL Securities.
With macro fundamentals strengthening and liquidity returning, analysts view this four-week upswing as a potential precursor to a sustained recovery in Bangladesh’s equity market.
