T T Ram Mohan

Tata storm blows over? Dominant shareholder holds the legal edge

The battle between Ratan Tata and Cyrus Mistry lasted five years but did not come in the way of the performance of the Tata group companies

Deregulation is flavour of the season, but caution needed in banking

Deregulation in the economy in general is a good thing. There is always a case for visiting regulations that have outlived their rationale and cramp business activity

Fed is independent, but could markets be right about Trump's push for cuts?

Trump's push for democratic control of the Fed and its independence are not mutually exclusive

Trump is winning the tariff war hands down; markets remain unshaken

His tariffs are bringing in higher revenues, shielding American industry - and the markets remain unshaken

MSME lending a new driver of credit growth? Asset quality a key test

Credit growth to small and medium enterprises is outpacing all other sectors, but the test of asset quality lies ahead

Is a financial crisis in the offing? Watch US rules, not shadow banks

Financial crises cause greater loss of economic output than macroeconomic crises. They are also more difficult to get out of

No, the global economy isn't falling apart despite Trump's shocks

Despite warnings of a meltdown, Trump's policies have barely dented global growth forecasts

Trump tariffs: Who will have the last laugh amid policy flip-flops?

Mr Trump may temper his approach from time to time, but to think that he will change his basic philosophy is delusional

A man in a hurry: US President Donald Trump's Maga agenda unfolding swiftly

Mr Trump's critics underestimate him, as they did after his loss to Joe Biden in the presidential elections of 2020

In step with a reordered world: A Viksit Bharat needs domestic market focus

A greater inward orientation is inevitable in years ahead for two reasons. One is a slowing down of growth in world trade. The second channel through which GEF will make itself felt is flows in FDI

Budgeting in the time of Trump: Balancing growth, jobs, and governance

The government must focus on improving governance and performance at PSUs and public sector banks (PSBs)

The man who will shape 2025: Trump's tariffs and trade mirror US majority

In the realm of geopolitics, the world awaits Mr Trump's moves in respect of two hot spots, West Asia and Ukraine

Central banks have the last laugh: Inflation tamed without a recession

The Fed commenced tightening from mid-March 2022, with a 25 basis points (bps) increase in the policy rate. By June 2022, the policy rate in the US had jumped by 150 bps

India's economic growth faces two major risks and two key challenges

Having successfully tackled internal economic instability, it now faces external threats to growth

RBI's push for deposit growth: Examining the real issues facing banks

Some analysts contend that the deposit problem is entirely imaginary, but slow retail deposit growth and shifts in savings trends reveal valid concerns for banks' lending capacity

Don't count on a growth miracle

In a volatile global landscape, sustained growth rate of more than 7 per cent is quite a challenge

Banking sector continues to confound

It has shown remarkable resilience in the post-pandemic years despite challenges and warnings about instability

India's competitive politics and outcomes

Fund managers and market analysts must stop fretting about 'big bang' reforms

US protests: Why are faculty voices muted?

The silence of faculty underscores a shift where the pursuit of academic values takes a back seat to preserving financial interests

The RBI is fighting fit at 90

When RBI demonstrates performance, when it takes on board the concerns of all stakeholders, including the government, the political authority is more than happy to let it get on with its job