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How AI Is Reshaping the Global Economy | The New Intelligence Economy

Trump’s 100% China Tariff Sparks Rare Earth Trade War: What’s at Stake?

  The U.S.–China trade conflict intensifies over rare earth exports and tech supremacy.(Representing AI image) Trade War Reignites: Trump’s 100% Tariff Threat, China’s Rare Earth Retaliation & Global Implications  - Dr.Sanjaykumar pawar Table of Contents Introduction: A New Phase in the US–China Trade Duel The Strategic Role of Rare Earths in Modern Economies 2.1 What Are Rare Earth Elements? 2.2 China’s Dominance in the Rare Earth Value Chain Trigger Point: China’s Export Controls vs. U.S. Tariff Escalation 3.1 China’s April 2025 Export Controls 3.2 Trump’s 100% Tariff Announcement 3.3 Interplay of Export and Import Controls Economic & Industrial Impacts 4.1 On the U.S.: Technology, Manufacturing & Defense 4.2 On China: Export Shock, Stimulus & Currency Responses 4.3 Global Ripple Effects: Supply Chains, Inflation, Trade Diversification Modeling the Disruption: Trade Risk, Chains & Resilience 5.1 Systemic Trade Risk in REE­‑Intensiv...

Beijing’s Secret Deals with Myanmar Militants: How China Dominates the Rare Earth Race

  Rare earth mining in Myanmar’s Kachin state fuels China’s green energy boom, but leaves behind deforestation, toxic rivers, and displaced communities. How Beijing’s Secret Deals with Myanmar’s Militants Keep China Ahead in the Rare Earth Race China maintains its dominance in the rare earth market through secretive ties with Myanmar’s insurgent groups. Unregulated mining in Kachin state feeds global supply chains essential for electric vehicles and renewable energy infrastructure. After Myanmar’s 2021 coup, the number of rare earth sites skyrocketed, many under militant control. Chinese companies have secured extraction rights through covert deals, while the mining devastates local communities and the environment.  - Dr.Sanjaykumar pawar Table of Contents Introduction: Clean Tech’s Dirty Secret What Are Rare Earths and Why They Matter Myanmar’s Role in the Global Rare Earth Supply Chain The Post-Coup Mining Boom: 240 New Sites in Four Years Militant-Controlled Mines:...

BRICS Overtakes G7 in Global Output? A Data-Driven Review of Richard Wolff’s “Historic Moment”

BRICS vs. G7: Did a “Historic Moment” Just Happen? An In-Depth Look at Richard Wolff’s Claim Table of Contents Executive Summary What Richard Wolff Actually Said—and Why It Landed Measurement Matters: Nominal GDP vs. PPP (and Why PPP Drives This Story) What the Latest Data Shows (IMF, 2025): BRICS vs. G7 by Share of World GDP The China Factor: Shrinking U.S. Treasury Holdings & Why It Matters India’s Strategic Autonomy: “Mouse vs. Elephant” and U.S. Pressure Trade, Sanctions, and the Multipolar Drift Risks and Constraints Inside BRICS What This Means for Business, Investors, and Policymakers Visuals to Clarify  Conclusion FAQs Sources & Further Reading 1) Executive Summary Economist Richard Wolff has described a “historic moment” in the global economy: the BRICS nations (Brazil, Russia, India, China, South Africa) now generate about 35% of world output , surpassing the G7’s 28% when measured in purchasing-power-parity (PPP) terms. This shift highligh...

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3 Key Risks That Could End the Market Rally on Fed Rate-Cut Hopes

  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...

China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

China’s Manufacturing Slump: Unpacking the 5-Month Contraction and What It Means for the Global Economy - Dr.Sanjaykumar Pawar Table of Contents Introduction: Why August PMI Matters Understanding PMI: What It Shows and Why It’s Critical Current Snapshot: August 2025 PMI & Economic Backdrop Key Drivers of the Manufacturing Contraction Weak Domestic Demand U.S.–China Trade Tensions Property Sector Woes Cooling Exports & Shifting Markets Fiscal Strain & Weather Disruptions Non-Manufacturing & Composite PMI: A Silver Lining? Industrial Profits & Lending Trends Labor Market Pressures and Fiscal Challenges Data Visualization Ideas Insights & Outlook: Recovery or Continued Slump? Conclusion: Strategic Implications for Stakeholders FAQs 1. Introduction: Why August PMI Matters China’s official Manufacturing Purchasing Managers’ Index (PMI) came in at 49.4 in August 2025 , marking the fifth straight month of contraction . While the figure edged sl...

Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

  Global Bond Market Turmoil & Rising Borrowing Costs: A Deep Dive Table of Contents Introduction: Unravelling a Global Bond Crisis Anatomy of the Bond Sell-Off: What’s Driving Yields Up? Japan’s Record Long-Term Yields UK Gilts: A 27-Year High U.S. and Eurozone: Broader Ripples Core Drivers Behind the Surge Data Insights & Market Impacts Consequences Across Markets Governments: Fiscal Strain & Politics Corporates & Equities: Rising Risk Premia Financial Stability & Safe Havens Expert Analysis & Interpretations Visual Summary: Charts & Trends Explained Conclusions & Key Takeaways FAQs (Frequently Asked Questions) 1. Introduction: Unravelling a Global Bond Crisis The global bond market entered a turbulent chapter in September 2025 , rattling investors, governments, and businesses alike. A sharp sell-off in long-term government bonds pushed yields to heights not seen in decades, signaling deeper concerns about global economic s...