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

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Why India Is Missing From the US-Led Pax Silica Minerals Coalition

  India remains outside the US-led Pax Silica coalition as global powers race to secure critical minerals and semiconductor supply chains.(Representing image) Table of Contents Introduction: A Strategic Snub or Structural Reality? What Is Pax Silica? Explaining the New US-Led Coalition Why Critical Minerals and Semiconductors Matter in 2025 India–US Trade Relations: Promise Without Closure China Factor: The Geopolitics Behind Pax Silica Why India Is Not Part of Pax Silica—Key Economic Reasons India’s Strengths and Weak Links in the Critical Minerals Supply Chain Lessons From the Minerals Security Partnership (MSP) Economic Implications for India Strategic Options for India Going Forward Data Snapshot: Global Critical Minerals and Semiconductor Value Chain Expert Views and Policy Signals What This Means for Global Supply Chain Realignment Conclusion: Exclusion Today, Opportunity Tomorrow? Frequently Asked Questions (FAQ) Sources and References 1. Introduction: A ...
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India–US Trade Deal 2025: Key Issues, Gains, Risks & What Lies Ahead

  India and the US move closer to a landmark bilateral trade deal aimed at reshaping global supply chains and boosting exports.(Representing AI image) India–US Trade Deal: A New Chapter?  - Dr.Sanjaykumar pawar Table of Contents Introduction The Current State of India–US Trade: Facts & Figures What’s Driving the Push for a Deal? Strategic and Economic Motives The Negotiation Landscape: Key Issues on the Table Potential Gains & Risks for India US Interests & Demands: What Washington Wants India’s Red-Lines & Negotiating Strategy Timeline & Outlook: What to Expect and When Implications for Indian Exporters, MSMEs and Consumers  Visuals to clarify Conclusion Frequently Asked Questions (FAQ) References & Sources 1. Introduction When India’s Commerce and Industry Minister Piyush Goyal announced in Berlin on October 23, 2025 , that India was in active dialogue with the United States and expected a trade deal in the “near future,” it ...
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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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