India’s growth momentum remains strong as consumption and public investment counter global trade headwinds, says UN DESA.(Representing ai image) UN Pegs India’s Growth at 7.2%: Can Consumption and Public Investment Shield the Economy from Global Trade Shocks? - Dr. Sanjaykumar Pawar Table of Contents Introduction: Why India’s Growth Outlook Matters in 2025 UN DESA’s Latest Forecast: What Exactly Was Said? India vs the World: A Comparative Growth Perspective The Growth Engines: Consumption and Public Investment U.S. Tariffs and India’s Export Exposure: A Real Risk? Manufacturing, Services, and the Supply-Side Momentum Capital Formation: Infrastructure as India’s Growth Backbone Sectoral Winners and Losers Under the New Trade Regime Comparing India and China: Diverging Economic Trajectories Role of Tax Reforms and Monetary Easing Interpreting the Data: What the Numbers Actually Tell Us Visual Explanation: Charts That Clarify India’s Growth Story Policy Challenges an...
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...