India’s core sector momentum stalled in October 2025, driven by energy sector contractions despite gains in steel, cement, and fertilisers.(Representing AI image) India’s Core Sector Momentum Stalls: October Output at 14‑Month Low — What’s Really Going On? - Dr.Sanjaykumar pawar Table of Contents Introduction Understanding India’s Core Sector & Why It Matters October 2025 Snapshot: Key Numbers Dissecting the Energy Slump Construction & Infrastructure: Gains That Didn’t Help Enough What’s Behind the Weakness? Structural & Cyclical Factors Economic Implications & Broader Risks Policy Levers & What Can Be Done Looking Ahead: Possible Scenarios Conclusion FAQs References 1. Introduction India’s economic narrative is frequently painted with broad strokes of resilience — strong private consumption, infrastructure investments, and a stable manufacturing outlook. But the devil often lies in the details. The latest data on India’s core sector —...
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...