Intelligence
South Asia
152 reports in this category.
The Durand Sunset: Why the Taliban and Pakistan Are Finalising a Divorce
A decade of strategic depth has collapsed into a border war. Islamabad’s gamble on a client state in Kabul has failed, replaced by a sovereign Taliban determined to dismantle the colonial frontier once and for all.
4 Oct 2026
The Strategic Arbitrage: How India Broke the Western Order
New Delhi’s refusal to align with traditional blocs has transitioned from passive non-alignment to active institutional disruption. By weaponising its neutral status, India is creating a blueprint for the post-Western multilateral system.
1 Oct 2026
The Durand Fracture: The End of Pakistan’s Strategic Depth
Islamabad’s recent cross-border strikes into Afghanistan mark the final collapse of a forty-year geopolitical gambit. As the Taliban defies its former patron, Pakistan faces a blowback that redefines the South Asian security landscape.
24 Sept 2026
The Anwar Pivot: Why Malaysia is Neutralising the Indo-Pacific
Kuala Lumpur’s formal integration into BRICS represents a calculated structural shift. By diversifying its strategic dependencies, Malaysia is dismantling the Western assumption that Southeast Asia must choose between security and prosperity.
19 Sept 2026
The New Delhi Pendulum: Navigating the Bipolar Trap
As Washington and Beijing harden their spheres of influence, India is refining a strategy of 'strategic autonomy'. By refusing to choose sides, New Delhi is leveraging its geography to become the world’s indispensable swing state.
14 Sept 2026
The Caracas-Delhi Bridge: India Ends the US Sanctions Paradigm
New Delhi’s massive crude deals with Caracas signal more than just energy procurement. They mark the definitive collapse of the US oil embargo as a functional tool of Western statecraft in a multipolar energy market.
9 Sept 2026
The Durand Fracture: Why Islamabad and Kabul Have Reached a Dead End
Pakistan’s decades-long pursuit of ‘strategic depth’ in Afghanistan has collapsed into a structural rivalry. Internal economic decay and shifting militant loyalties are now forcing a permanent divorce between former patrons and their proxies.
29 Aug 2026
The Anatolia-Indus Axis: A New Security Core Outside the West
The formalisation of the Riyadh-Ankara-Islamabad defence triangle marks the collapse of post-1945 security norms. It is a strategic pivot driven by sovereign survival, technological parity, and the death of Western reliability.
20 Aug 2026
The Dhaka Disconnect: New Delhi’s Neighbourhood Policy Collapse
India’s strategic reliance on a single political dynasty in Bangladesh has backfired. As Dhaka pivots toward Beijing and Islamabad, New Delhi faces a structural security dilemma that threatens its entire eastern flank.
18 Aug 2026
The Tarapur Squeeze: India’s Strategic Pivot to American Atoms
As Washington intensifies sanctions on Iranian hydrocarbons, New Delhi is trading its traditional stance of strategic autonomy for long-term energy immunity. This shift marks a fundamental realignment of Indian power around American nuclear technology and logistics.
14 Aug 2026
The India Exception: Why Washington Subsidises New Delhi’s Neutrality
Despite intensifying Western sanctions on global energy markets, Washington continues to grant New Delhi quiet exemptions. This calculated leniency reveals a structural necessity: the White House cannot counter Beijing without an Indian economy powered by Russian fuel.
14 Aug 2026
The Petrol Rouble: How India’s Refineries Became Russia’s Life Support
India’s strategic refusal to join Western price caps has evolved from opportunistic trade into a structural necessity for the Kremlin. Without New Delhi’s refining capacity, the Russian state budget faces immediate fiscal collapse.
13 Aug 2026
The Kilo-Class Pivot: Russia’s Naval Return to the Indian Ocean
Moscow is deepening naval integration with India and the Horn of Africa, altering the maritime balance. This shift moves beyond arms sales to structural dependency, challenging Western primacy and reshaping South Asian deterrence.
4 Aug 2026
The Pashtun Pincer: Why the Taliban Must Destabilise the Durand Line
The Taliban’s survival depends on maintaining domestic legitimacy through a radical Pashtun identity. By challenging the Durand Line, Kabul forces Islamabad into a strategic trap, turning a colonial border into a lever for regime survival and regional leverage.
31 Jul 2026
The Rupee-Riyal Axis: Energy Debt as Geopolitical Leverage
As Islamabad swaps sovereign equity for Saudi oil credits, a new security architecture is emerging. Riyadh is no longer just a donor; it is the silent arbiter of the Indo-Pakistani strategic balance.
19 Jul 2026
The Pashtun Fracture: The Durand Line’s Structural Collapse
As conflict destabilises Tehran, the artificial border between Afghanistan and Pakistan is dissolving. KJ examines why the 2026 regional upheaval has finally broken the 133-year-old territorial status quo, threatening Pakistan’s western integrity.
13 Jul 2026
The Himalayan Bypass: New Delhi’s Pivot to Bilateral Coercion
As Bangladesh's internal stability fractures, India is abandoning decades of regional multilateralism. New Delhi is shifting toward a strategy of bilateral force and infrastructure bypass to secure its restive Northeast against a deepening chaotic void.
12 Jul 2026
The Indus Prerogative: India’s Turn Toward Hydrological Hegemony
New Delhi is abandoning decades of water diplomacy. Faced with a cooling economy and warming climate, India is leveraging its upstream geography to redefine power dynamics with Pakistan, risking the collapse of a sixty-year-old peace treaty.
5 Jul 2026