India’s exports surged in November despite US tariffs, driven by currency shifts, sectoral strength, and short-term global trade dynamics. India–US Trade: Why November Exports Jumped 22% Despite Tariffs - Dr.Sanjaykumar pawar Table of Contents Introduction: A Surprising Export Surge Amid Tariffs Snapshot of India–US Trade in November 2025 Reason 1: Exporters Absorbing Tariffs in Hope of a Trade Deal Reason 2: Diversification Beyond the US—China, Europe, and Asia Reason 3: Base Effect and the Easing of the Red Sea Shock Reason 4: Sectoral Strength—Electronics, Engineering, Pharma The Rupee Factor: Currency Depreciation as a Hidden Tailwind Data Deep Dive: What the Numbers Really Say Is the Export Surge Sustainable? A Reality Check Risks on the Horizon: Tariffs, Competition, and Global Slowdown What India Needs for Durable Export Growth Conclusion: A Tactical Win, Not Yet a Structural Shift Frequently Asked Questions (FAQ) Sources and References 1. Introduction: ...
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...