Hard hitting analysis, commentary, op-eds, current affairs, and independent news on Pakistan.
Jul 26 • 18 tweets • 4 min read
1/18 Pakistan Currency Crisis
Pakistan’s currency appears stable at 284 rupees per dollar, but forensic investigation reveals hidden vulnerabilities that mirror pre-crisis patterns in Sri Lanka (2022) and Thailand (1997). Key findings from analysing central bank data, IMF reports, and debt structures.
2/18 Research methodology: Cross-referenced State Bank of Pakistan balance sheets, IMF country reports, Chinese loan databases, and Gulf bilateral agreements. Analysed off-balance-sheet exposures through government guarantees, SOE debt structures, and energy sector obligations. Used Monte Carlo simulations comparing Pakistan’s metrics against 8 historical currency crises including Sri Lanka, Turkey, Argentina, and Thailand. All data sources publicly available and verifiable.
Jul 21 • 26 tweets • 6 min read
1/25 Pakistan’s sugar cartel based on the details obtained from the following sources. RS610 billion figure explained in post number 26.
Pakistan Bureau of Statistics, State Bank of Pakistan, Sugar Inquiry Commission 2020, Competition Commission Pakistan, World Bank, USDA, Dawn, Express Tribune, The News, Al Jazeera, Business Recorder.
2/25 International sugar price is Rs 104/kg. Pakistan retail price is Rs 180-210/kg. That’s an 88% markup over fair market price. Every single kilogram of sugar you buy has Rs 91 of pure cartel profit built into it. This price differential represents systematic theft from every Pakistani household, every single day.
Jun 28 • 15 tweets • 2 min read
1/15 The Biden administration dramatically escalated US rhetoric against Pakistan’s nuclear program in its final weeks. On Dec 19, 2024, Deputy NSA Jon Finer called Pakistan’s missile development an “emerging threat to the United States” - unusual language for a longtime ally.
2/15 The same day, Washington imposed sanctions on Pakistan’s National Development Complex, the state-run missile agency, plus three private companies. This marked the first time the US directly sanctioned Pakistan’s state-owned military infrastructure, crossing a red line.
Jun 10 • 11 tweets • 2 min read
1/11 Pakistan’s National Cyber-Crime Investigation Agency didn’t discover the Muzaffargarh child abuse ring. A U.S. hash-match alert from NCMEC led them to a gaming club where 50+ children aged 6-10 were exploited. Ten rescued in the May 23 raid. Videos sold for $100-500 each.
2/11 German mastermind Reinz Andreas entered Pakistan April 7, operated freely for weeks, then departed April 28, a full month before authorities raided. Two locals arrested, four suspects including Andreas escaped. No one put him on the Exit Control List.