Partner at Exencial Research, Exencial Research

Viral Kishorchandra Shah

Partner at Exencial Research

India Politics: Strategic Quagmire in the Post-Pax Americana

India: After 7.8%YoY in Q1, Monetary & Fiscal Stimulus to Ensure 9% RGDP Growth

India: 8.2%YoY Growth in Q2FY26; to Accelerate to 9%YoY in Oct'25-Sep'26

Exencial Research

Macroeconomics

<ul>
<li>A limited conflict in Kashmir would have minimal economic impact, as the region is a small part of both economies.</li>
<li>India’s suspension of the Indus Water Treaty poses a bigger threat to Pakistan’s agriculture and water supply.</li>
<li>India may seek to isolate Pakistan internationally, possibly affecting Pakistan’s IMF bailout and global support.</li>
</ul>


A limited conflict in Kashmir would have minimal economic impact, as the region is a small part of both economies.
India’s suspension of the Indus Water Treaty poses a bigger threat to Pakistan’s agriculture and water supply.
India may seek to isolate Pakistan internationally, possibly affecting Pakistan’s IMF bailout and global support.


Water Wars: India's Economic Trump Card in Kashmir Crisis