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

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Best of Both Sides: Why Russia Is India’s Red Line Amid U.S. Tariff Threats and Global Energy Politics

Best of Both Sides: Why Russia Remains a Red Line for India Amid U.S. Tariff Pressure  - Dr.SanjayKumar Pawar  Table of Contents Introduction: Navigating Geopolitics and Economics Setting the Stage: U.S. Tariff Threats on Indian Exports Discounted Russian Oil: India’s Economic Lifeline Energy Strategy and Strategic Autonomy Defense Ties: Russia’s Enduring Role The U.S.–India Trade Spat: Stakes for New Delhi Diversification: Middle East and Beyond Strategic Balancing Act: Short-Term Gains vs. Long-Term Vision Conclusion: Where Does India Go from Here? FAQs 1. Introduction: Navigating Geopolitics and Economics In August 2025 , India stands at a decisive moment in its foreign policy journey—a point where economics and geopolitics are tightly intertwined. On one side lies a decades-long partnership with Russia , rooted in affordable energy supplies and advanced defense cooperation. Russian crude oil, sold to India at deep discounts since 2022, has kept fuel prices...
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India & Russia Boost Rare Earth Cooperation Amid US Tariff Pressure and China’s Export Curbs

 India, Russia Discuss Rare Earth Mineral Extraction Amid U.S. Pressure on Oil Trade  - Dr.Sanjaykumar Pawar 📚 Table of Contents Introduction Why Rare Earth Minerals Matter: Global and Indian Context India-Russia Strategic Talks: What Was Discussed? China’s Export Curbs: The Bigger Picture US Tariffs on Indian Goods: Economic & Strategic Pressure Global Geopolitics of Energy and Minerals The Critical Minerals Race: Where India Stands Strategic Benefits of India-Russia Collaboration Expert Opinions & Industry Reactions Future Prospects and Recommendations Conclusion FAQs 🧭 1. Introduction In today’s fragmented geopolitical landscape, India is walking a tightrope between Western alliances and Eastern partnerships. On August 7, 2025, high-level talks between India and Russia signaled a bold move to deepen industrial collaboration — ranging from rare earth minerals to aerospace innovation. These discussions come as New Delhi faces growing pressure from Wa...
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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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