https://youtu.be/H_SPIh5zWPA?si=rUwQxFDqpbza531n

 

In today’s global–India macro breakdown, we track China’s runaway debt surge, shifting global yield curves, and the surprising rise of Japanese bonds over US stock dividends for the first time in 25 years. We also dive into India’s market transformation driven by explosive DII flows, the world’s real gold and data power rankings, and the retail spending boom emerging from Tier-2 India. Plus, a sharp look at why smaller Indian companies are outpacing Nifty giants in earnings and what high-frequency macro signals really tell us about the months ahead. Clean insights, global context, and just enough humour to stay sane.

#MacroeconomicAnalysis #GlobalMarkets2025 #ChinaDebt #JapanYields #IndiaMarkets #DIIBoom #GoldReserves #DataCenterEconomy #Tier2India #EarningsGrowthIndia #EmergingMarkets #EconomicTrends2025 #RajeshKaz #Kazedge