EU’s Carbon Border Adjustment Mechanism (CBAM) is reshaping global metal trade and challenging India’s steel and aluminium exporters.(Representing ai image) CBAM Explained: How EU’s Carbon Tax Threatens India’s Metal Exports -Dr. Sanjaykumar Pawar Economic Analyst Table of Contents Introduction: A Carbon Tax That Redefines Global Trade What Is CBAM? Understanding the World’s First Carbon Border Tax Why January 1 Matters: CBAM Goes Live India–EU Trade Ties and the Importance of Metal Exports Why Indian Metal Exports Are Vulnerable The 15–22% Price Cut Threat: What It Really Means Blast Furnace vs Electric Arc Furnace: A Structural Disadvantage MSMEs at the Frontline of the CBAM Shock Is CBAM About Climate or Commerce? WTO Rules and the CBDR Debate Data Snapshot: Emissions, Trade Exposure, and Cost Impact How Other Countries Are Positioned What Can India Do? Policy and Industry Responses Long-Term Implications for India’s Industrial Strategy Conclusion: Carb...
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...