The Big Picture

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

Friday, April 24, 2026

Olly Robbins and the Mandelson affair: civil servants and politicians

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The Mandelson affairs in the UK threatens to unseat PM Keir Starmer. Starmer appointed Mandelson, now known to be tainted by his long associ...
Sunday, April 12, 2026

Oil prices above $100 expose a vulnerability in Indian economy

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The plunge in the exchange rate of the rupee has come as a rude shock to policy makers and businessmen. The plunge comes at a time when Indi...
Tuesday, March 31, 2026

Dhurandhar makes news in The Economist; FT zooms in on Bollywood films

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The Economist has taken note of Dhurandhar.  It sees  the move is propaganda for PM Modi. It explains what has driven the movie's succes...
Friday, March 27, 2026

IRGC navy chief was an expert in aysmmetrical warfare

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  The IRGC naval chief, Ali Reza Tangsiri, who was reportedly killed in an Israeli strike was an expert in asymmetrical naval warfare. The G...
Thursday, February 26, 2026

Trump tariffs are here to stay- Navarro

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The US administration has been going out of its way to emphasise that the Supreme Court judgement striking down tariffs imposed by President...
Wednesday, February 18, 2026

Indo-US trade deal: India's problem is not the current account but the capital account

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Much of the analysis of the Indo-US trade deal centres on what India has gained or lost in terms of trade. But the point about the deal is n...
Tuesday, February 17, 2026

Marco Rubio at Munich: the West versus the rest?

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US Secretary of State Marco Rubio's impassioned speech at the Munich security conference a few days ago lays out very clearly what the ...
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