PK Ventures

Research & Insights

A compact map of the evidence, arguments, and operating questions behind the PK Ventures portfolio.

Field edition · 2026
Pakistan external debtMarch 31, 2026
0$92B?Debt burden trajectoryzero / productive surplus lineValley of DebtShort-term growth;long-term addictionTodayUSD 92Bcurrent pressuregrowth out of the trappath PK Ventures wants to affectpast borrowing / spendingToday2040time

On the cover

Debt

This debt is a national burden. PK Ventures uses it as an advocacy baseline for building productive capacity, exports, disciplined capital, and useful companies from home.

USD 92BPublic external debt excluding foreign-exchange liabilities

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The Thesis

Productize Expertise Remigrate People Rebuild Pakistan.

PK Ventures helps skilled overseas Pakistanis turn professional work into systems, make return practical, and rebuild from Pakistan with the Youth and PK Ventures teams.

Read the full thesis

Key Insights

Five forces PK Ventures is tracking through one source-backed deep dive each. Read the series in order or open the question closest to your work.

  1. 01Automation and the AI buildoutAI adoption and automation are changing how work is performed and productivity is created. The buildout is increasing demand for computing, memory, data centres, and electricity.Automation and the AI buildout · 9 min
  2. 02A more regional worldNational security and resilience are reshaping policy and investment. Supply chains, defence, robotics, and industrial capacity are adapting to a more regional world.A more regional world · 6 min
  3. 03The new power economyEnergy systems are being rebuilt around electrification, renewable generation, storage, grid capacity, and transition materials. Capital is shifting across power and industry.The new power economy · 7 min
  4. 04Uneven population growthAdvanced economies are aging, while many emerging economies have expanding working-age populations and middle classes. Labour supply, consumption, and growth are changing unevenly.Uneven population growth · 6 min
  5. 05New rails for moneyPayment systems, lending, and capital markets are evolving as digital rails and non-bank finance change how individuals and companies transact, borrow, and invest.New rails for money · 6 min

Friends of the Mission

Thoughtful work from guest contributors is welcome.

Contributors may propose careful, relevant work that tests the thesis, adds evidence, or sharpens an operating question.

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Research Reports

Reports in development

No downloadable reports are published yet.

When a well-researched report is ready, its PDF and sources will appear here.