By Major (R) Haroon Rashid, Defense & Strategic Analyst | Member, Research & Evaluation Cell for Advancing Basic Amenities and Development (REC-ABAD).
Summary
The Pakistan Stock Exchange witnessed a sudden wave of panic selling as rumors spread about an impending Indian naval “misadventure.”
The Pakistan Armed Forces swiftly reassured the nation that they are fully aware, alert, and ready to respond to any provocation. Experts believe this episode is part of India’s domestic political drama ahead of the Bihar elections — a bid by the Modi government to shift public focus from internal failures.
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Political Theatre Disguised as Threat
Markets often mirror sentiment, and in South Asia, sentiment often mirrors geopolitics. Yesterday’s tremor in investor confidence had less to do with economics and more with orchestrated propaganda from across the border.
Reports of an Indian “operation” through maritime routes were deliberately amplified by social media channels and fringe Indian outlets. Yet the reality remains starkly different: India’s rhetoric is performative, driven by election fever, not strategic intent.
With Bihar Elections scheduled from 12–14 November, Modi’s administration seems to be playing the oldest card in its political deck — anti-Pakistan hysteria.
But the region, and indeed the world, knows well: Pakistan’s deterrence posture is real, tested, and unshakable.
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A Quiet Giant: Pakistan’s Unrevealed Strength
Pakistan has never flaunted the full extent of its defense capabilities — yet when tested, it has demonstrated both precision and restraint.
For a glimpse of its silent strength, one only needs to visit PIMEC 2025, where the Pakistan Navy unveiled a suite of advanced defense technologies and next-generation weaponry.
(My detailed analysis, PIMEC 2025 – Part I & II, explores this further.)
And remember — that’s just the Navy. The Pakistan Air Force and Pakistan Army remain equally modernized, disciplined, and prepared to secure national sovereignty at any cost.
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Situation Across the Western Border
On the Afghan front, the Pakistan Army continues to dismantle networks tied to Khawarij and Indian-sponsored militancy (Fitna-e-Hind).
Over the past ten months, more than 1,600 terrorists have been neutralized, restoring stability across critical border regions.
Meanwhile, Afghanistan grapples with acute shortages of essentials — food, medicine, and energy — prompting repeated pleas for Pakistan to reopen cross-border routes.
Sources confirm that the Afghan Foreign Minister contacted Pakistan’s Foreign Minister Ishaq Dar six times today, seeking relief.
Diplomatic observers predict that between 6 and 8 November, Kabul will concede to Pakistan’s terms as the humanitarian and economic pressure intensifies.
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Investor Advisory: Stay Rational, Stay Confident
Panic is the enemy of profit.
The stock market’s recent jitters are temporary and emotion-driven. Investors must avoid reacting to rumors and trust Pakistan’s institutional strength.
India and its proxies cannot undermine Pakistan’s security or stability — not militarily, not economically, not politically.
This nation stands secure, strong, and ready.
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Major (R) Haroon Rasheed is a Defense and Strategic Analyst specializing in South Asian military dynamics, deterrence strategy, and defense modernization. He is a member of the Research and Evaluation Cell for Advancing Basic Amenities and Development (REC ABAD).
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