T T Ram Mohan

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

Growth sans 'big bang' reforms

India's economic resilience shows incremental reforms are more effective

A most striking event of 2023

The saga unfolding in the seas off the coast of Yemen reveals a new facet of asymmetric warfare in today's world

OpenAI storm: Flawed board or star syndrome?

The firing and subsequent reinstatement of its CEO shows the scope of private sector boards is limited in addressing broader social concerns

Geopolitical risk: After Ukraine, it's Gaza

As a familiar script plays out, the threat to the world economy is limited

Will bankers ever learn?

Basel-III capital norms, which bankers oppose, are beneficial for both banks and the economy

India faces a world of lower growth

In a shifting global landscape marked by tepid growth prospects, India will find it challenging to grow at over 7 per cent

A brilliant model of affirmative action

In light of recent US Supreme Court decision on race-based admissions, the Indian model of reservations in both jobs and education holds valuable lessons

The ideas of economists

Former RBI governor C Rangarajan's memoir is a testament to the crucial role economists can play in shaping public policies and people's lives

RBI puts bank boards on notice

The central bank has tightened supervision but governance challenges at banks remain

Anatomy of a bank failure

A radical change is necessary in the appointment of independent directors in India in light of the extensive failures in oversight and management of US banks

G20 can borrow a leaf from RBI's book

India must use its presidency of the G20 to showcase RBI's banking practices as these are more rigorous than those of many of its counterparts elsewhere