- The main foreign-traded assets at risk from these events are the bonds and equities in Pakistan.
- We don’t see the fall of the government, for now, having a drastic impact on the Indian equity story. And for us, the Indian equity story continues to be supported by the long-term fundamentals.
- It is clear that China regards the Taliban as a governing force. It has already received senior delegation and unequivocally called them a key part of the future.
- Afghanistan has access to vast mineral deposits, and they’re estimated to be worth over US$1 trillion.
For further details see:
How Afghanistan's Crisis Could Be Felt In Emerging And Frontier Markets