Intelligence Library
South Asia
India, Pakistan, Afghanistan and the Kashmir flashpoint.
Regions
Topics
ArticleThe 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.
ArticleThe 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 int
ArticleThe 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
ArticleThe 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
ArticleThe Bismarckian Pivot: India’s German Deep-Tech Realignment
As New Delhi systematically decouples from its legacy Russian military dependency, a new strategic architecture is emerging. Berlin is no longer just a trading partner; it is becoming India’s primary engine for industrial sovereignty.
ArticleThe Islamabad Pivot: Trading Strategic Depth for Economic Survival
Pakistan is discarding decades of military doctrine to position itself as the vital gateway for Central Asian trade. As domestic pressures mount, Islamabad is prioritising economic rent and connectivity over traditional territorial security
ArticleThe Liquid Front: Why South Asian Security Rests on Melting Ice
As domestic pressures and climate shifts accelerate, the Indus and Brahmaputra river basins are no longer mere sources of life, but strategic assets being weaponised in a zero-sum game between nuclear powers.
ArticleThe New Delhi Pivot: Why Strategic Autonomy Survives the Great Split
India is defying the binary logic of the new Cold War. By leveraging Russian energy and American technology, New Delhi is transforming its non-alignment legacy into a sophisticated multi-aligned leverage play that few in the West fully comp
ArticleThe Garrison State: Pakistan’s Invisible Constitution
As Islamabad faces a debt ceiling and internal unrest, the facade of civilian governance is thinning. Real power in Pakistan does not reside in Parliament, but in the institutional incentives of the General Headquarters in Rawalpindi.
ArticleThe Tiger’s Cage: The Structural Fragility of the Bangladesh Model
Bangladesh transformed from a basket case into an export powerhouse through an unspoken social contract. As that contract dissolves, the state faces a reckoning between its industrial success and its institutional decay.
ArticleThe Frozen Impasse: Why the Himalayan Standoff is Now Permanent
The border dispute between New Delhi and Beijing is no longer a tactical rift. It is a structural transformation of Asian security, forcing India into an irreversible westward pivot while stretching Chinese logistics to their limit.
ArticleThe Hermit Emirate: Why the Taliban Cannot Build a Modern State
Despite securing its borders and suppressing internal rivals, the Taliban faces an existential paradox: the very ideological purity that won the war now prevents them from governing a functioning economy or achieving sovereign legitimacy.
The Debt Trap: Pakistan’s Perpetual Crisis and the IMF Deadlock
Pakistan is not facing a temporary liquidity shortage; it is grappling with a total structural collapse of its post-colonial economic model. Behind the headlines of default lies a brittle elite bargain that can no longer pay for itself.
ArticlePakistan’s Debt Spiral: Why the IMF Cannot Cure a Structural Siege
Pakistan stands at the precipice of a sovereign default, yet the recurring IMF bailouts act as a sedative rather than a cure. Real power in Islamabad rests on an extractive bargain that prevents the very reforms the lenders demand.
ArticleWhat is happening between Imran Khan and the army in Pakistan?
ArticleWill security concerns block economic cooperation between Pakistan and the Taliban?
ArticleWould Pakistan fall into civil unrest if Imran Khan gets imprisoned?
ArticleWill Russia and China pull Afghanistan out of its economic crisis?
Premium intelligence
Unlock the full intelligence library
Public reports are free to browse. Premium reports, saved intelligence and the research workspace come with KJ Plus and Pro.
Premium intelligence reports
Premium intelligence reports go beyond the public summary with deeper structural analysis.
Save intelligence
IncludedSave reports, forecasts and answers to build your permanent intelligence workspace.
Research workspace
Organise intelligence into a research workspace with collections, folders and exports.