I am trying to write something right now. will post when ready.
I think the US is going to drawdown, but that does not mean Pakistan is about to get the all-clear to go back to the glorious nineties. Times have changed.
I also think India will be unable to do much creative thinking and will remain sluggish in taking advantage of new realities, but thats OK. Its better to be a plodding tortoise than an over-adventurous hare. The longer term outlook for India remains positive in spite of (and not because of) the usual fog of nonsense that surrounds a lot of Indian public posturing. India will be OK.