India–Russia trade flows remain resilient despite global tariff challenges, with oil and energy driving a “particularly privileged strategic partnership.( Representing AI image) Why Russia Insists Tariffs Won’t Threaten India Ties: A Deep Dive into Economic Realities, Risks, and Strategic Autonomy - Dr.Sanjaykumar pawar Table of Contents Introduction Context: What Are the Tariffs & Why They Matter India-Russia Economic Ties: Scale and Composition How Tariffs Could Affect the Relationship (Actual & Potential) Mitigating Factors: Why the Ties May Be Less Vulnerable Than They Appear Strategic Autonomy & Foreign Policy Calculus Risks & Tipping Points to Watch Insights & Opinion Conclusion FAQs 1. Introduction India and Russia share a relationship that goes far beyond numbers. It is rooted in decades of cooperation in energy, defense, technology, and diplomacy. Recently, however, this partnership has been questioned as the United States imposed new t...
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...