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

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China's GDP Growth Beats Expectations Again: What It Reveals About Its Strengths, Challenges & Tariff War Tactics

What China’s Surprising GDP Growth Reveals: Strengths and Struggles Amid Tariff Wars and Global Realignments  - Dr.Sanjaykumar Pawar Table of Contents Introduction The Big Surprise: Two Consecutive Quarters of Outperforming GDP China’s Economic Structure: From Manufacturing Boom to Consumer Challenges The U.S. Tariff War: Impact and China’s Tactical Response Domestic Economic Struggles: Real Estate Collapse, Youth Unemployment, and Deflation Global Trade Reconfiguration: China+1 Strategy and Supply Chain Shifts Export Resilience Amid Trade Barriers Can We Trust China’s Official Data? Key Insights and Expert Opinions Visual Charts: GDP Growth, Deflation Trends, Export Distribution Conclusion: Strength in Resilience, But Caution Remains FAQs 1. Introduction China’s economy just pulled off another surprise — and the world is watching closely. Despite a storm of economic pressures, from aggressive U.S. tariffs and a bruising real estate crash to lingering post-COVID sl...
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India's Employment Crisis: Bridging the Skills Gap

The Changing Landscape of Employment in India: Bridging the Gap Between Education and Jobs  - Dr.Sanjaykumar Pawar Table of Contents Introduction India’s Youth Unemployment Crisis Education vs Employability: A Deep Disconnect The Rise and Risks of Informal Employment The Impact of Technology and AI on Jobs EPFO Trends: A Glimpse into Formalisation The Global Opportunity: Preparing India’s Youth for the World Structural Reforms: What India Must Do Insights and the Way Forward Conclusion FAQs 1. Introduction India, with its vibrant and youthful population, is often hailed as the workforce of the future. Every year, millions of students graduate from colleges, universities, and vocational training centres, full of hope and ambition. But for many, that excitement quickly fades as they face the harsh reality of joblessness. The India Employment Report 2024 , published by the International Labour Organization (ILO) and the Institute for Human Development , reveals a sob...
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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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