Bangladesh’s economic recovery remains on course despite persistent headwinds, with stable exchange rates, easing inflation, and gradual monetary easing expected to support growth through 1H2026. CAL Research forecasts USD/BDT at 122–125, inflation at 6.75%–7.75%, interest rates at 8.5%–9.5%, and GDP growth at 4.5%–5.5% by June 2026. Strong remittances, improving external balances, post-election policy clarity, and expected foreign fund inflows strengthen the recovery outlook. For equities, earnings growth, falling interest rates, and political stability could drive a structural market recovery, with the DSEX potentially moving toward 10,000+ and offering 106% upside over 12–18 months.

CAL Research