What We're Watching

Exit polls point toward a loss for Modi in Kashmir

​Security personnel stand guard ahead of the counting of the Jammu and Kashmir Assembly elections, at Polytechnic College in Jammu on Monday.
Security personnel stand guard ahead of the counting of the Jammu and Kashmir Assembly elections, at Polytechnic College in Jammu on Monday.
(ANI Photo)
Authorities in Indian-occupied Kashmir are expected to announce results from the enclave’s first local election in a decade on Tuesday — and if exit polls are to be believed, Prime Minister Narendra Modi’s Bharatiya Janata Party will come up short despite their claims to have brought peace to the region.

In fairness to the BJP, the elections went off without any notable violence over its three voting phases between Sept. 18 and Oct. 1. Majority-Muslim Kashmir has been disputed between India and Pakistan since 1947, and a Pakistan-backed insurgency erupted in 1989, though Islamabad started withdrawing support in 2004. When New Delhi took the territory under direct control and revoked its state status in 2019, it flooded the region with troops and carried out mass arrests of separatists, and insurgency violence fell to all-time lows.

But exit polls show the BJP will probably win only about 30 of the 90 seats in the legislature. Their main rival in New Delhi, the Indian National Congress, allied with the local Jammu and Kashmir National Conference party but looks likely to fall short of a majority as well, at around 43 seats. So control will come down to who can woo enough seats from minority parties and the five seats that can be appointed by the Lt. Governor.

We’re watching how the horse trading shakes out and whether the BJP chooses to take a softer touch after the political rebuke.

More For You

Donald Trump as a giant hitting Venezuela with a stick.
GZERO design

2026 is a tipping point year. The biggest source of global instability won’t be China, Russia, Iran, or the ~60 conflicts burning across the planet – the most since World War II. It will be the United States.

Supporters of the UAE-backed separatist Southern Transitional Council (STC) wave flags of the United Arab Emirates and of the STC, during a rally in Aden, Yemen, on December 30, 2025.
REUTERS/Fawaz Salman

The UAE and Saudi Arabia were once on the same side in Yemen, but no longer. The split has exposed a larger regional rift between the two oil-rich, Gulf powers.

Walmart’s $350 billion commitment to American manufacturing means two-thirds of the products we buy come straight from our backyard to yours. From New Jersey hot sauce to grills made in Tennessee, Walmart is stocking the shelves with products rooted in local communities. The impact? Over 750,000 American jobs - putting more people to work and keeping communities strong. Learn more here.

- YouTube

Is Venezuela entering a real transition or just a more volatile phase of strongman politics? In GZERO’s 2026 Top Risks livestream, Risa Grais-Targow, Director for Latin America at Eurasia Group, examines Delcy Rodríguez’s role as Venezuela's interim president after Nicolás Maduro.