- BoP posted a deficit of US$ 6.7 Bn in Q2-25, steeper than USD 787 Mn deficit in Q1-25. The higher deficit was driven by a US$ 3 Bn deficit in CA and US$ 5.2 Bn deficit in FA.
- CA deficit was caused by a combination of imports growth and seasonal outflows from hajj pilgrimage and dividend payments.
- FA deficit primarily caused by portfolio outflows due to risk-off sentiment after tariff announcements, while FDI and OI accounts posted higher surplus.
- Looking ahead, CA deficit may be more persistent due to tariff and recovery in household and government spending
