Possible Collapse of Pakistan: Quantifying the Fallout

Issue: Vol 23.1 Jan-Mar 2008 | Date: 14 January 2011

Benazir’s murder has already taken “The political solution” option off the table. So, overall, the situation appears to be quite hopeless, and under these conditions, it is only the army that can keep the country together. A...

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Indian Energy Security III

Issue: Vol 23.1 Jan-Mar 2008 | Date: 29 December 2010

The Pipelines SPV

The pipelines Special Purpose Vehicle (SPV 2) will be a consortium of Indian energy companies and strategic investors some of whom will be investing primarily for tax purposes. This SPV will therefore be owned primarily by...

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Indian Energy Security II

Issue: Vol 23.1 Jan-Mar 2008 | Date: 29 December 2010

The Indian Need

India is growing fast. Last year, a survey of some 600 companies by the NCAER found that an astonishing 96 percent of them were operating at close to their optimal levels of capacity utilisation. Demand is surging and therefore...

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Indian Energy Security I

Issue: Vol 23.1 Jan-Mar 2008 | Date: 29 December 2010

Talking about energy security has become a fashion. Every now and then there is a conference on the subject or someone writes a scholarly article. The flavour of the season could be “equity oil” (buying stakes in oilfields overseas)...

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The Fall of the Dragon

Issue: Vol 23.1 Jan-Mar 2008 | Date: 06 December 2010

Why should developments in the American housing / subprime market in 2007 and currently continuing into 2008 be of any interest to the defense analyst ? Well … probably it’s because what’s happening...

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