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

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BankUnited (BKU): Dividend Growth & Earnings Outlook – Is the Stock Still 10% Undervalued?

BankUnited (BKU) logo with a rising stock chart and dividend symbol, representing the bank’s latest dividend boost and projected earnings growth. (Representing AI image) BankUnited (BKU): Assessing Value After Latest Dividend Boost and Projected Earnings Growth  - Dr.Sanjaykumar pawar Table of Contents Introduction: Why BKU is Getting Investor Attention The Dividend Narrative: Growth, Yield, and Sustainability 2.1 Recent Dividend Moves & Yield Metrics 2.2 Historical Growth Trends 2.3 Payout Ratio, Dividend Sustainability Scores & Risks Earnings Trajectory: What Wall Street Projects 3.1 Recent Results & Surprises 3.2 Forward EPS Growth & Analyst Consensus 3.3 Key Drivers: NIM, Deposit Mix, Loan Growth Valuation & the “10.3% Undervalued” Narrative 4.1 Fair Value Estimates & Models 4.2 Sensitivities & Leverage Points 4.3 Risks That Could Derail the Upside Risk Factors & Red Flags to Watch 5.1 Commercial Real Estate / CRE & Office E...
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Sensex Soars 3,000 Points in a Week – Sell Now or Hold for Bigger Gains?

  Sensex Hits New Highs – Is This the Best Time to Book Profits or Stay Invested? Table of Contents Introduction Understanding the Sensex Rally Key Drivers Behind the Surge Foreign Institutional Investors (FIIs) – A Game Changer Should You Sell or Hold? Market Experts Weigh In Risks and Uncertainties Ahead Historical Trends and Market Cycles Smart Investment Strategies in a Bull Market The Future Outlook for Sensex and Nifty Conclusion Frequently Asked Questions (FAQs) Introduction The Indian stock market is on a roll! In just five trading sessions, the Sensex has surged over 3,000 points, boosting investor wealth by a massive ₹22 lakh crore. This rally, fueled by strong global cues, domestic optimism, and robust corporate earnings, has left traders and investors wondering: Should you book profits now or ride the wave for bigger gains? Understanding market movements is crucial for smart investing. While some experts believe the rally has more room to grow, others w...
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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...
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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...
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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...
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