India–EAEU ToR: Paving the Way for a Game-Changing FTA - Dr.SanjayKumar Pawar Table of Contents Introduction: Why This ToR Matters Understanding the Players: What Is the EAEU? Context & Strategic Timing Breaking Down the ToR Trade Snapshot & Economic Stakes Implications for Indian Exporters and MSMEs Geopolitical Dynamics & Strategic Autonomy Next Steps: What Lies Ahead in Negotiations Visual Aid: Trade Growth and Economic Potential Conclusion: A Balanced Path Forward FAQ 1. Introduction: Why This ToR Matters The signing of the Terms of Reference (ToR) between India and the Eurasian Economic Union (EAEU) is more than a technical milestone—it represents a pivotal shift in how India positions itself in the global economy. The ToR officially launches negotiations for a Free Trade Agreement (FTA) , creating new opportunities at a time when India is actively diversifying its trade partnerships. The EAEU , comprising Russia, Armenia, Belarus, Kazakhstan, and K...
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...