TCS Layoffs: AI Disruption & US Trade Tensions Shake IT Sector - Dr.SanjayKumar Pawar Table of Contents Introduction TCS Layoffs: A Symptom of Deeper Trouble AI Disruption: Transforming the Indian IT Workforce The Role of US Economic Policy: Fed Rate Standoff and Trade Tariffs Trump’s Tariff Threats and Kremlin Reactions: New Pressure Points Russia-India Trade vs US-India Trade Tensions Indian Apparel and Tech Exports Under Stress Hiring Slowdown and Structural Shifts in Talent Management Sector Outlook: 2025 and Beyond Insights and Implications for India’s Economic Strategy Conclusion FAQ 1. Introduction India’s $250 billion IT industry — once the crown jewel of global outsourcing and consistent economic growth — is now facing a pivotal reckoning. The recent announcement by Tata Consultancy Services (TCS) to lay off 12,000 employees , or 2% of its global workforce, is more than just a corporate move. It's a warning signal. Though positioned as part of a str...
Markets Rally on Fed Rate-Cut Hopes: What Weak U.S. Jobs Data Really Means for Stocks, Bonds, and Your Portfolio - Dr. Sanjay kumar pawar Weak U.S. jobs data sharpened expectations the Federal Reserve will cut rates soon—sending stocks up and bond yields down. This in-depth analysis breaks down the data, explains the market mechanics, shows where opportunities and risks lie, and answers common investor questions. Sources: BLS, Federal Reserve, CME, Reuters, Bloomberg, U.S. Treasury. Table of Contents Executive Summary What Just Happened: The Data That Moved Markets Why “Bad News” Sparked a Rally: The Rate-Cut Transmission Mechanism The Bond Market’s Signal: Yields, Term Premiums, and Duration Equities Playbook: Who Benefits—And Who Doesn’t The Dollar, Credit, and Commodities: Second-Order Effects What the Fed Has Said (and Not Said) Key Charts & Data Table Risks to the Rally: Three Things That Could Upend the Narrative Actionable Takeaways FAQ Conclusion...