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

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China's Property Slump 2025: How It’s Dragging Down Investment

  Stalled construction sites in major Chinese cities are becoming the symbol of the country’s deepening real estate crisis in 2025.(Representing AI image) China’s Property Slump Drags Down Fixed‑Asset Investment — A Deep Dive into the 2025 Crisis  - Dr.Sanjaykumar pawar Table of Contents Introduction: The Unraveling of China’s Growth Engine Background: Why Real Estate Mattered So Much Understanding Fixed‑Asset Investment (FAI) & Its Components The 2025 Numbers: Data, Trends & Alarms 4.1 First Eight Months: 0.5% Growth, –12.9% in Property 4.2 Dissecting the Subcomponents: Construction, Sales, Starts 4.3 Regional & Tier‑City Differences Root Causes: What’s Behind the Slump? 5.1 Developer Leverage, Liquidity Crunch & Defaults 5.2 Regulatory Constraints: “Three Red Lines” etc. 5.3 Buyer Sentiment, Demographics & Overhang 5.4 Local Government Fiscal Strains & Land Revenues 5.5 External Headwinds: Trade, Credit, Global Rates Spillovers:...
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US vs. China Debt: A Deep Dive into Global Economic Risk, Policy, and Fiscal Strategy

The Debt Dilemma: A Deep Dive into the Complex Financial Realities of the US and China  - Dr.Sanjaykumar Pawar Table of Contents: Introduction Understanding Debt: A Primer The US Debt Landscape China’s Multi-Layered Debt Ecosystem Capital Controls and Domestic Financial Isolation Real Estate, Consumption, and the Chinese Savings Paradox Money Supply and Credit Growth Asset Ownership and Net Worth: A Balancing Act Comparative Analysis: Key Differences and Similarities Expert Insights and Opinions Conclusion FAQs 1. Introduction Debt is no longer just a financial term—it’s become one of the most defining features of today’s global economy. Nowhere is this more evident than in the world’s two largest economies: the United States and China. While both nations carry significant debt burdens, how they borrow, manage, and sustain that debt reveals a much deeper story about their economic models, political priorities, and global influence. In the U.S., debt is driven by a ...
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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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