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‘Too Hot to Ignore’: Economists Raise India’s FY26 GDP Growth Forecast to 7.4% After Strong Q2 Data

  India’s stronger-than-expected Q2 GDP has pushed FY26 growth forecasts to 7.4%, but export headwinds may cool momentum ahead. ‘Too Hot to Ignore’: Why Economists Now Expect India’s FY26 GDP Growth to Hit 7.4%—And What Could Cool It Down    - Dr.Sanjaykumar pawar Table of Content Introduction: A Quarter Too Hot to Ignore India’s Q2 GDP Surprise: What Exactly Happened? Why Economists Upgraded FY26 Growth Forecasts Can This Momentum Last? The Second-Half Slowdown Threat The US Trade Puzzle: Tariffs, Deals, and the FY26 Growth Math Government Spending: From Accelerator to Brake The Big X-Factor: India's New GDP Series Launch in 2026 Charts & Visuals: How India’s Growth Story Looks in Numbers Analyst’s Take: What 7.4% Growth Means for Households, Businesses, and Policy Conclusion: A Hot Streak with Cold Winds Approaching FAQs References (Transparent Sourcing) 1. Introduction: A Quarter Too Hot to Ignore When India’s July–September GDP figures came in at...
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ADB Revises India’s FY26 GDP Growth to 6.7%: Key Drivers, Challenges & Economic Outlook

ADB Revises India’s FY26 Growth Forecast to 6.7%: Key Insights and Economic Outlook Table of Contents Introduction Understanding the ADB's Revised Growth Forecast What is the Asian Development Outlook 2025? Why Did the ADB Revise India's Growth Forecast? Rising US Tariffs Structural Food Inflation Economic Outlook for India in FY27 Impact of ADB's Growth Forecast on India's Economic Landscape Global Economic Impact: A Broader Perspective Mitigating Risks and Opportunities Ahead ADB's Role in India’s Economic Development Conclusion FAQs 1. Introduction In a recent revision of its economic outlook, the Asian Development Bank (ADB) adjusted India’s GDP growth forecast for FY26 down to 6.7% , a reduction from its previous estimate of 7% . This shift has significant implications for India's economic trajectory as the country strives to maintain its position as one of the fastest-growing economies in the world. The ADB’s revised forecast for In...
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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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