The Big Picture

TT RAM MOHAN's comments on the Indian economy, banking and current affairs

Saturday, December 13, 2025

A paradigm shift in US economic policy in 2025

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  America’s economic policy changed in four ways in 2025. ·     -   The Trump administration effectively ended the free trade regime ·  ...
Tuesday, December 09, 2025

US National Security Strategy document is hawkish on China and soft on India

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The US National Security Strategy document was released a few days ago by the White House. I read media reports that said the document regar...
2 comments:
Saturday, December 06, 2025

Key Supreme Court rulings awaited in the US

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  In the months ahead, the US Supreme Court will pronounce on some truly important matters: i. Trump tariffs: Is President Trump justified i...
Wednesday, December 03, 2025

"Putin ready to fight Europe"

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 "We are ready to fight Europe - Putin"- that's the headline you would have seen in the media this morning. Warmonger! you wou...
Tuesday, December 02, 2025

India's labour reforms: more ease of business but greater cost of labour

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India's long-awaited labour reforms make for greater ease of business. They reduce compliance costs for large firms  but will add to cos...
Monday, December 01, 2025

Can Europe decouple from the US ?

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One of the high points of Trump's present term is the way Europe has grovelled before him. The EU's resistance to Trump on Ukraine h...

Three key US negotiators have no foreign policy background

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President Trump has three negotiators in the foreign policy for various purposes: special envoy Steve Witkoff, army secretary Dan Driscoll a...
Thursday, November 13, 2025

Tatas are a family managed business with a different mechanism of control

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  There have been several important developments in the Tata group in recent days. First, Mehli Mistry, who was a member of a dissident grou...
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