
Indian understanding of Pakistan and Pakistanis has no rigour. It is mostly anecdotal, flaky, superficial and pedestrian. The distinction that is often made between the Pakistani state and society is entirely and completely fallacious. There is no difference between the two. It is a country whose existence is based on anti-Indiaism and anti-Hinduism

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India’s Suspension of the Indus Waters Treaty is a diplomatic dagger aimed at Pak after Pahalgam’s tragedy

During Modi’s tenure between 2014 and 2019, Indus Treaty was referred to twice, indirectly and then directly. During his second tenure, Modi referred to the IWT, directly, once in January 25, 2023. In his current third tenure, the Modi government sent Pakistan a notice in August 2024 for treaty modification. Finally, in April 2025, it’s been suspended. Proxy wars have consequences

Yunus government in Dhaka has been cosying up to Pakistan and China, unmindful of India’s security concerns. Posters of the banned Hizb-ut Tahrir are widespread in Bangladesh. Al-Qaeda flags are a common sight in Dhaka. The India-Bangladesh Ganga Water Treaty comes up for renewal next year. It’s still not too late for Bangladesh to reassess its approach to India

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Sanghnomics: India's cancellation of transshipment facilities to Bangladesh, following anti-India rhetoric from the Yunus regime, threatens Bangladesh’s economy, worsens regional ties, and disrupts South Asian trade and connectivity initiatives

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Terror will not get a free pass and India has used it first card, suspension of the Indus Water Treaty. Military options remain on the table but require careful consideration. They can’t be viewed through the prism of emotion. Moreover, the nature of military response will be influenced by the larger political message that India wants to convey

The Pahalgam massacre bears a chilling resemblance to the Hamas attack on unarmed civilians. It’s a desperate attempt to lure India into a trap. Pakistan anticipates an Indian retaliatory strike. Such a response would be a strategic trap, playing directly into Munir’s hands. India must project strength without succumbing to full-scale war

Pahalgam terror attacks happened when PM Modi was on a state visit to Saudi Arabia. Following the attack, the Kingdom immediately offered India assistance. It encapsulated the extent of change in its approach, characterised by zero tolerance for terrorism and a deepening of counter-terrorism co-operation with countries such as India

Adjusting for four factors can lower your headline returns. Get used to feeling deflated