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

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US Tariffs Hit Indian Exports: Textiles, Gems & Leather Suffer

  Indian Exporters Grapple with 50% US Tariffs in Labour-Intensive Sectors Like Textiles, Leather, and Jewellery – September Data Reveals Sharp Decline(Representing AI image) When the Thread Snaps: How US Tariffs Are Strangling India’s Textiles, Leather, Gems & Jewellery Exports  - Dr.Sanjaykumar pawar Table of Contents Introduction: Setting the Scene What Exactly Happened? The Tariff Shock Explained The Export Landscape: India’s Key Labour‑Intensive Sectors Data & Analytics: What the Numbers Reveal Sector‑Wise Deep Dive Textiles & Apparel Leather & Footwear Gems & Jewellery Electronics & Other Outliers Impact on Jobs, Industry Clusters and MSMEs Strategic Responses: What India Can Do (and Is Doing) Conclusion: Lessons & Outlook FAQs Sources  Visuals to clarify 1. Introduction: Setting the Scene In August 2025, a dramatic shift reshaped India–US trade relations. Reacting to India’s sustained imports of Russian oil despite...
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Trump’s 100% China Tariff Sparks Rare Earth Trade War: What’s at Stake?

  The U.S.–China trade conflict intensifies over rare earth exports and tech supremacy.(Representing AI image) Trade War Reignites: Trump’s 100% Tariff Threat, China’s Rare Earth Retaliation & Global Implications  - Dr.Sanjaykumar pawar Table of Contents Introduction: A New Phase in the US–China Trade Duel The Strategic Role of Rare Earths in Modern Economies 2.1 What Are Rare Earth Elements? 2.2 China’s Dominance in the Rare Earth Value Chain Trigger Point: China’s Export Controls vs. U.S. Tariff Escalation 3.1 China’s April 2025 Export Controls 3.2 Trump’s 100% Tariff Announcement 3.3 Interplay of Export and Import Controls Economic & Industrial Impacts 4.1 On the U.S.: Technology, Manufacturing & Defense 4.2 On China: Export Shock, Stimulus & Currency Responses 4.3 Global Ripple Effects: Supply Chains, Inflation, Trade Diversification Modeling the Disruption: Trade Risk, Chains & Resilience 5.1 Systemic Trade Risk in REE­‑Intensiv...
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Global Growth Downgrade 2025: Trade Wars Hit GDP

As global trade routes fracture under the pressure of tariffs and geopolitics, growth forecasts are being downgraded worldwide. Global Growth Forecast Downgraded Amid Trade Fragmentation: Unpacking the Risks to 2025 and Beyond  - Dr.Sanjaykumar pawar Table of Contents Introduction: A Warning from the World Bank What Is Trade Fragmentation & Why It Matters From Optimism to Caution: The Growth Outlook Shifts Drivers Behind the Downgrade Escalating Tariffs & Trade Barriers Policy Uncertainty & Investment Pullback Supply Chains, Decoupling & Blocs Debt, Inflation & Financial Frictions Regional Impacts: Latin America, South Asia & Beyond Renewables, Energy Transition, and Economic Momentum Modeling the Costs: Data, Estimates & Scenarios Policy Responses & Strategic Options Looking Ahead: Risks, Opportunities & a Fragile Recovery Conclusion: Charting a More Cooperative Path FAQ Sources & Further Reading 1. Introduction: A W...
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Global Economy Reset: Tariffs, Uncertainty & What's Next

  Rising global tariffs in 2025 have disrupted international trade routes, prompting a reset of economic strategies across nations.(Representing AI image) The Global Economy Enters a New Era: How Tariffs, Uncertainty, and Structural Shifts Are Redrawing the Map  - Dr.Sanjaykumar pawar  Table of Contents Introduction: From an Era of Stability to Disruption The Old Rules, and Why They’re Fading Tariff Surge and Policy Uncertainty: The Trigger Global Forecasts: Slower Growth, Higher Inflation Country‑Level Impacts: Winners, Losers, and the In‑Between Supply Chains, Multiplier Effects, and Systemic Risk Exchange Rates, Capital Flows, and Financial Stress Structural Implications: Innovation, Productivity, and Rent‑Seeking Policy Options: What Governments Should Do (and Avoid) Looking Ahead: Scenarios for the Next Decade Conclusion Frequently Asked Questions (FAQ) References & Further Reading 1. Introduction: From an Era of Stability to Disruption For near...
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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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