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$92BOur 2040 debt idealCut as much as possibleDebt grewWe spent more;then we borrowedTodayUSD 92Bdebt stays highearn more + debt fallspath to more freedomideal: zero by 2040past borrowing / spendingToday2040time

On the cover

Debt

Our first goal as the Youth of Pakistan should be to cut Pakistan's public debt owed abroad by as much as possible, as soon as possible. Ideally, we reach zero by 2040.

USD 92BPublic debt owed to lenders outside Pakistan

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Founding insight

Productize Expertise. Remigrate People. Rebuild Pakistan.

The founding PK Ventures argument for turning overseas expertise into systems, making return practical, and building companies from Pakistan with young Pakistanis.

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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.

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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.