If true, very scary:

As the news is constantly telling us, Pakistan is undergoing a fight for its survival as a secular state. We are skeptical about these reports, for according to our sources much of Pakistan is already under the control of the Taliban, and in most of the rest of Pakistan, the Taliban has an important presence.
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In our opinion, Pakistan has already fallen under the influence of non-productive influences, and the U.S. is once again paying the price for supporting regimes who have no interest in bettering the quality of live of the local people. In our opinion, the U.S. and its allies should focus much more attention on India to stabilize the South Asian and eastern Mid East regions.

From a fairly well-respected investment management firm. Nuclear Pakistan is already lost to the Taliban? To the point where we should just focus on currying favor with and supporting its neighbor, India?? I hope not true, or that there's still time left to reverse the course of events in Pakistan, but this investment firm has been correct on several things in the past (disclosure: I have no connection whatsoever to the firm)....

And as for the relative value of geopolitical insights or info coming from investment-type firms, don't sell it short (so to speak). Often times, these firms have as clients or speak with some of the most connected, informative, and influential people in the world, or at least those who know those types of people, so very frequently the info is far better than you might first assume. But again, let's hope in this case it's wrong.