Investor Takeaway
The Strait of Hormuz is a chokepoint.
It is also a geopolitical lever.
But Pakistan is not 1998. It is not 2008. It is not 2022.
Macro fundamentals are tighter. External financing buffers exist. Real rates are positive.
If oil rises 10%, Pakistan absorbs it.
If oil rises 40% and stays elevated for 12 months, adjustments occur — not collapse.
Markets punish panic. They reward discipline.
External Links & References:
The Arithmetic of Collapse – Iran’s Insurance Strategy
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