Macro Analysis /
Global

Pakistan Strategy: Afghanistan regime change – implications for Pakistan

  • The Taliban takeover in Afghanistan could have negative implications for Pakistan’s security but not so much for trade

  • Extremist factions in Pakistan could become active, while more refugees will be burdensome for its weak fiscal position

  • Initial market reaction was negative but present valuations are already similar to that during the worst security years

Pakistan Strategy: Afghanistan regime change – implications for Pakistan
Raza Jafri
Raza Jafri

Executive Director, Research

Intermarket Securities
17 August 2021