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ORAWEK — ভোরের সংক্ষেপ — 27 September 2026
ORA/WEK
ভোরের সংক্ষেপ
Sunday · 27 September 2026
Foreign investors return to DSE USD/BDT ৳123.17 Fed hikes to 4.00% Reserves top $37B LDC deferral vote 7 Oct

Business · Economy · AI — for Dhaka's professionals — every weekday, 8:00 AM

Top Story Cautious Capital Returns, Structural Warnings Persist

Foreign investors quietly return to Dhaka stocks

Foreign investors bought around Tk250 crore in shares against Tk180 crore in sales in the first 24 days of September, DSE data show — the first sustained net-buying stretch in years. MSCI will resume regular index reviews for Bangladesh from November, ending a "special treatment" designation dating to the 2023 floor-price disruptions, while Bangladesh Bank has eased capital-repatriation and audit rules for non-resident investors.

Source: The Business Standard

UN to weigh Bangladesh's LDC graduation deferral on 7 October

The UN General Assembly's Second Committee will discuss Bangladesh's request for a three-year deferral of its LDC graduation, currently set for 24 November. The UN Committee for Development Policy has confirmed Bangladesh meets all three graduation criteria, but the final call — and any grace period — rests with a General Assembly vote expected before the November deadline.

Source: The Business Standard

Investment warning: capital-machinery imports down 45% in four years

Imports of capital machinery, medical equipment and heavy machinery fell 45.1% between FY22 and FY25, economist Selim Raihan writes, citing political instability, high borrowing costs and unreliable energy supply. The warning lands the same week foreign tourist arrivals extended a second straight year of decline — down roughly 20% year-on-year in H1 2026 — underscoring a broader confidence gap even as portfolio flows tick up.

Source: TBS Thoughts / The Daily Star

Why it matters for Dhaka: Read together, this is a split picture rather than a clean turnaround: reforms and MSCI's return are pulling portfolio money back in, but real investment and tourism — the harder, stickier flows — are still shrinking. A Tk20/litre fuel-price hike this week (the third under this government) is also set to interrupt the disinflation trend just as Bangladesh Bank held its policy rate steady, so businesses budgeting on "inflation easing" should build in a near-term reversal.

Economy Watch Data & Policy

USD / BDT (Spot)
৳123.17
24 Sept close · inter-bank range ৳123.15–123.25
Source: Bangladesh Bank (1–2 day publishing lag)
Yuan / BDT
৳18.34–18.36
Bid rate, 24 September
Source: Bangladesh Bank
DSEX Close
5,578.33 −17.83 (−0.32%)
24 September, 2:40 PM close
Source: DSE
Gold (22k / bhori)
৳232,930 −৳1,691
Today 8 AM, vs ৳234,621 previous
Source: BAJUS / goldr.org
Inflation (Point-to-point)
8.26% ↑ risk
August 2026, down from 8.32% in July — but a Tk20/L fuel hike this week is expected to reverse the trend
Source: BBS, via The Financial Express
Food Inflation
7.02%
August 2026, down from 8.60% in June
Source: BBS
Policy Rate (Repo)
9.50%
Held unchanged; BB cites fuel-hike inflation risk ahead
Source: Bangladesh Bank
Bad Loans (NPL Ratio)
32.78%
June 2026 · Tk6.07 lakh crore — world's highest NPL ratio
Source: Bangladesh Bank
GDP Growth (FY26)
4.14%
BBS provisional · WB and ADB see it lower, at 3.8% and 3.7%
Source: BBS / World Bank / ADB
Forex Reserves
$37.35B ↑
Gross, end-August · $32.44B under IMF BPM6
Source: Bangladesh Bank
Remittance Inflow
$2.97B +22.5% y-o-y
August 2026
Source: Bangladesh Bank / BSS
Global Signal What Dhaka Should Watch

Brent Crudeoilprice.com, live $104.30/bbl, down 2.14% today but still elevated on the Hormuz standoff; WTI at $92.82 (−1.89%).
Strait of Hormuz / Iranoilprice.com, CBS News Tanker transits through Hormuz have crashed to single digits this week as the seven-month US-Iran war grinds on; Washington and Tehran are now reviving a June framework that would trade a phased reopening of the strait for sanctions relief. Bangladesh imports ~85% of its crude, so any easing would be the single biggest relief valve for local fuel prices.
Russia-Ukraine WarCBS News Russia's FM Lavrov accused Europe of blocking US-backed peace talks at the UN General Assembly; Trump urged Zelenskyy to "settle" with Putin. Both sides escalated strikes this week in what officials call the deadliest summer since 2022.
Israel-Lebanon / GazaAl Jazeera Hamas condemned the US-created Board of Peace for excluding UNRWA from Gaza operations; Israeli strikes killed seven Palestinians in Gaza over 48 hours and forces raided Birzeit University in the West Bank during exams.
US Fed RateFederal Reserve The Fed raised its target range 25bps to 3.75%–4.00% on 16 September — its first hike since 2023 — in a unanimous 12-0 vote under Chair Kevin Warsh, citing elevated inflation.
Wall Street CloseGoogle Finance, 25 Sept Dow 51,828.62 (+0.93%); S&P 500 7,743.41 (+0.51%); Nasdaq 27,068.72 (+0.48%) — all higher into the weekend.
BitcoinYahoo Finance $84,360, down 1.79% on the day and down about 25% over the past year.
AI This Week Practical Intelligence

The story: Fresh workplace research this week (via TechCrunch and Business Insider) converges on the same point: as generative AI absorbs routine research, drafting and reporting, the skills gaining value are the ones AI still struggles with — framing the right question, judging which AI output to trust, and reading a room. On-device AI is also maturing fast enough to challenge cloud-only assistants for latency-sensitive, always-on tasks.

For Dhaka teams: If your team already uses AI for first-draft reports or customer replies, the next hire or promotion criterion worth testing for isn't "can they use ChatGPT" — it's whether they can spot a wrong AI answer and know what question should have been asked in the first place.

ORAWEK Note From the Founder

"

There's a strange split-screen quality to this morning's economy: foreign investors are quietly buying Dhaka stocks again, and reserves keep climbing — yet the same week brought a Tk20 fuel-price hike and a UN committee deciding our LDC timeline. Recovery here rarely arrives as one clean signal. It comes in pieces, and reading them together is the job.

— Refat
ORAWEK · ভোরের সংক্ষেপ · Free Forever · Weekday Morning · Zero Spam
orawek.com

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ORAWEK Digest — April 02, 2026
ORAWEK
ভোরের সংক্ষেপ
THURSDAY, 02 APRIL 2026
5 sections
Under 280 words
8:00 AM · Weekdays
Free forever
Top Story
Bangladesh Business & Economy
Bangladesh hunts for fuel worldwide as energy crisis deepens
The government approved emergency imports of 2.60 lakh tonnes of diesel and crude — from Kazakhstan, Indonesia, and a UAE-based trader — to contain a worsening fuel crunch triggered by the US-Israel war on Iran. Long queues persist at pumps across Dhaka despite official assurances of no shortage.
Energy import bill to surge $4.8B this year
Annual fossil fuel import costs are projected to rise 40% from 2025 levels — equal to 1.1% of GDP — if oil prices stay elevated. The country’s only refinery holds crude for just 17–18 days at current pace, per Zero Carbon Analytics.
Trump signals Iran wind-down; Brent dips below $100
Trump said overnight the US would leave Iran “in two to three weeks,” pushing Brent below $100/barrel for the first time in a week — a rare relief for Dhaka’s import bill and inflation outlook.
Economy Watch
Data Point or Policy Update
USD / BDT
123.00 ৳
▲ Taka at 52-wk high
DSEX Close (01 Apr)
5,203.96 pts
Prev. session close
Inflation
9.13%
▲ 10-month high
Policy Rate
10.00%
Held — Bangladesh Bank
Forex Reserves: ~$30B gross  ·  IMF BPM6: $29.39B (25 Mar)  ·  Inflation: 9.13% ▲ 10-month high (Feb ’26)
Global Signal
Overnight — What Reaches Dhaka by Morning
Brent Crude $112–115 ▲ +55% Mar
WTI Crude ~$103 ▲ +53% Mar
USD / BDT 122.70 ▲ Taka weak
US Fed Rate 3.50–3.75% — held
BD Jet Fuel Tk 202/L ▲ +80% Mar
US–China Tariff 33.9% ETR ▲ probe on BD
RMG Export YTD $10.69B ▲ Jan '26
AI This Week
Practical Intelligence — Never Hype
Use This Now
Google’s NotebookLM (now on Gemini 3) supports a 1 million token context window — upload 50 PDFs, reports, or policy docs and query them all at once. For Dhaka professionals dealing with regulatory filings, BB circulars, or earnings reports, this is a free, practical research tool worth trying today: notebooklm.google.com
google labs · march 2026
ORAWEK Note
A Real Observation. From a Real Person.
“
Every morning this week I’ve woken up to a fuel crisis getting worse and an oil price getting slightly better. The gap between what the government says and what people feel at the pump is enormous. That gap is where trust goes to die — and where smart professionals should be paying attention.
— Founder · Thursday morning · Dhaka

Morning Brief March 31, 2026

TOP STORY

Bangladesh Business & Economy

US Trade Deal at Legal Risk — One Year After “Liberation Day” Tariffs

  • Today marks one year since Trump’s April 2, 2025 “Liberation Day” tariffs hit Bangladesh at a punishing 37% — since negotiated down to 19%, with garments using US cotton eligible for zero duty under the February 2026 bilateral deal.

Banking Sector NPLs Remain the Economy’s Biggest Internal Threat

  • Non-performing loans stood at a staggering 35.73% of all disbursed loans as of September 2025 — far above South Asia’s 7.9% average — strangling credit access for businesses and suppressing private investment to a 5-year low of 22.48% of GDP.

Remittances Surging — The Economy’s Strongest Lifeline Right Now

  • Remittances jumped from $21 billion in 2023 to $30 billion in 2025

Economy Watch

Data Point or Policy Update

  • Key numbers- USD/BDT at 123.00, DSEX closed at ~5,231 (prev. close, 31 mar), inflation at 9.13% (10-month high), policy rate held at 10%.
  • Gross Forex Reserves $34.2B IMF BPM6: $29.5B · 16 Mar),  Gold (22-carat/bhori)- ৳2,44,711 (+৳3,266 · BAJUS 31 Mar).

Global Signal

What Happened Overnight That Affects Bangladesh

Brent Crude $112–115 ▲ +55% Mar
WTI Crude ~$103 ▲ +53% Mar
USD / BDT 122.70 ▲ weak
US Fed Rate 3.50–3.75% — held
BD Jet Fuel Tk 202/L ▲ +80% Mar
US–China Tariff 33.9% ETR ▲ probe on BD
RMG Export YTD $10.69B ▲ Jan ’26

AI This Week

Practical Intelligence — Never Hype

  • Anthropic accidentally leaked details of a new AI model that poses unprecedented cybersecurity risks. (Fortune)

ORAWKE Note

A Real Observation. From a Real Person.

Inflation rate is at an all-time high, AI is at it’s pick performance, ready to take over jobs, and also trying to lead humans. What kind of decision do you make for your future?

ORAWKE · DIGEST

ভোরের সংক্ষেপ · The Morning Brief · The Aura of Waking.

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