CAL expects Bangladesh’s equity market to double within the next 18–24 months, supported by favorable macro factors: falling inflation, a stable BDT, declining interest rates, and a recovery in economic activity. Corporate earnings could rebound ~40% by 2026E, with revenue growth of 15.5% YoY and improving margins. With valuations near 10-year lows and potential rerating to 14x P/E, foreign inflows and institutional rotation, along with post-election clarity, are likely to sustain the rally.

Press Release:

1. The Daily Star: https://www.thedailystar.net/business/news/corporate-earnings-likely-rebound-40-cal-3964766