Geopolitical Research & Advisory
Independent geopolitical analysis from a Pakistani vantage point, for investors, policymakers, and institutions navigating a shifting world.
As the Shanghai Cooperation Organisation convenes, the bloc's evolving dynamics present Pakistan with both opportunities and strategic dilemmas. Navigating a multipolar Asia requires more than just showing up.
Repeated border closures at Torkham and Chaman are throttling Afghan transit trade again, exposing how much of Pakistan's western trade architecture still runs on goodwill rather than durable agreements.
Karachi's water shortage is usually described as a supply problem. Its roots are more institutional than hydrological — fragmented governance, an illegal tanker economy, and a distribution network that loses much of what it carries before it reaches a tap.
Two decades after construction began, Gwadar still handles a fraction of its designed capacity. The gap between the port's strategic promise and its operational reality is now a security problem as much as an economic one.
US–China rivalry, multipolarity, and how a fracturing order reshapes the room middle powers have to move.
16 pieces →The corridor, the debt, and the partnership that anchors Pakistan to Beijing — and to the wider China question.
9 pieces →Deterrence, the Line of Control, Afghanistan, water, and the regional security web Pakistan sits inside.
11 pieces →The IMF, capital flows, supply chains, and the external forces that set the limits on Pakistan’s economy.
26 pieces →Gulf realignment, oil and gas, remittances, and the Middle East’s shifting pull on Pakistan and the region.
7 pieces →Water stress, the energy transition, climate shocks, and the slow-moving risks that compound every other.
8 pieces →Featured Research · The Margalla Monitor
Our signature tracker: key macro indicators and the status of every major corridor project, kept current. The exchange rate refreshes automatically; everything else we verify by hand.
Open the MonitorOur research informs our advisory work for investors, institutions, and firms operating in Pakistan. The same analysis you read here underpins the briefings we deliver behind closed doors.
Structured briefings on political stability, policy direction, and security risk for boards, lenders, and investment committees weighing Pakistan exposure.
Regulatory, fiscal, and stakeholder mapping for firms entering or expanding in Pakistan — from sector licensing to the politics that move it.
Tailored sessions and written briefs for development institutions, missions, and funds that need a clear read of Islamabad without the spin.
Commissioned deep-dives — supply chains, provincial dynamics, sector outlooks — built on primary sources and on-the-ground networks.
Selected analysis from across the field on global affairs and the region — external sources, credited and linked.