Opinion: Where PM Modi Could Be Just As Wrong As Nehru

Opinion: Where PM Modi Could Be Just As Wrong As Nehru

Andy Mukherjee | Bloomberg | Monday April 05, 2021

A critical component of the myth-making around Indian Prime Minister Narendra Modi is to minimize the contribution of the country's foundational figures.

Opinion: RBI Is Having A Tough Time With Government Bonds

Opinion: RBI Is Having A Tough Time With Government Bonds

Andy Mukherjee, Bloomberg Opinion | Wednesday March 24, 2021

Even though the rupee is the best emerging-market currency so far this year, 6% isn't adequate risk compensation for 10-year notes.

Opinion: How Amazon Is Fighting Door-To-Door To Beat Mukesh Ambani

Opinion: How Amazon Is Fighting Door-To-Door To Beat Mukesh Ambani

Andy Mukherjee | Bloomberg | Monday March 22, 2021

The world's largest retailer is permeating the complex tapestry of the only billion-people-plus market open to it. And it's doing so by tweaking its business models to suit local preferences, practices, quirks - and Covid-19 disruptions.

Opinion: What's Government's Beef With Bitcoin, Really?

Opinion: What's Government's Beef With Bitcoin, Really?

Andy Mukherjee | Bloomberg | Tuesday March 16, 2021

The uncertainty is throwing young blockchain firms and programmers into a paroxysm of anxiety: Should they leave or stay? If they hang back, should they do something else with their lives?

Opinion: Hungry Fund Managers Angry With India, Want SEBI To Make A Fix

Opinion: Hungry Fund Managers Angry With India, Want SEBI To Make A Fix

Andy Mukherjee, Bloomberg Opinion | Monday March 15, 2021

Global investors are urging the Securities and Exchange Board of India to fix the upstairs market.

Opinion: Read India's Tea Leaves In Bonds, Not Stocks

Opinion: Read India's Tea Leaves In Bonds, Not Stocks

Andy Mukherjee, Bloomberg Opinion | Wednesday March 10, 2021

Only two-fifths of the sovereign notes put up for sale have been bought by investors. The rest of the auctions were partially cancelled or devolved on primary dealers.

Opinion: Away From Bezos Vs Ambani, A Startup Is Changing Indian Retail

Opinion: Away From Bezos Vs Ambani, A Startup Is Changing Indian Retail

Andy Mukherjee | Bloomberg | Tuesday March 02, 2021

A bruising battle for supremacy between two of the world's richest men is hogging the limelight, but the silent changes in India's retail landscape deserve equal attention.

Opinion: Modi's Plan To Make A Singapore In Gujarat Falls Flat

Opinion: Modi's Plan To Make A Singapore In Gujarat Falls Flat

Andy Mukherjee | Bloomberg | Monday February 22, 2021

When Singapore set up an international financial hub in the late 1960s, the city-state was thinking both fast and slow - seizing an immediate opportunity, and opening a path to long-term economic development.

Opinion: An RBI Move That Could Lead To Digital Currency In India

Opinion: An RBI Move That Could Lead To Digital Currency In India

Andy Mukherjee, Bloomberg Opinion | Wednesday February 10, 2021

The idea of a central bank digital currency, which will reside on smartphones but as a direct claim on the state (rather than a bank) is gaining ground everywhere

Opinion: Can Nirmala Sitharaman's Budget Deliver V-Shaped Recovery

Opinion: Can Nirmala Sitharaman's Budget Deliver V-Shaped Recovery

Andy Mukherjee, Bloomberg Opinion | Tuesday February 02, 2021

The equity market is happy for four main reasons. One, there was no major new tax - or an increase in tax rates - to meet the spending goal.

Opinion: Budget Will Be Tougher Than Government's Usual Fiscal Trapeze

Opinion: Budget Will Be Tougher Than Government's Usual Fiscal Trapeze

Andy Mukherjee | Bloomberg | Friday January 29, 2021

India's federal budget Monday will be a much tougher balancing act than New Delhi's regular annual fiscal trapeze. For one thing, the pandemic has upset business-as-usual calculations of how much to spend, on what, and how to finance it. For another, an impatience to make up for lost time has to be weighed against a shrinking of policy space in emerging markets: A rep...

Opinion: The Retro Tax Was Bad, India. Don't Make It Worse

Opinion: The Retro Tax Was Bad, India. Don't Make It Worse

Andy Mukherjee | Bloomberg | Thursday January 28, 2021

Back when global investors still believed Prime Minister Narendra Modi would keep his promise to end the previous regime's "tax terror," his newly elected government made a costly error. In March 2015, someone in India's labyrinthine bureaucracy decided to send a revenue demand to U.K.'s Cairn Energy Plc - ruining Chief Executive Officer Simon Thomson's birthday.

Opinion: Secrecy Around Templeton's India  Closure Is Indefensible

Opinion: Secrecy Around Templeton's India Closure Is Indefensible

Andy Mukherjee, Bloomberg Opinion | Friday January 22, 2021

For years now, faith in the integrity of India's markets has hemorrhaged, with everyone from rating firms to auditors, fund managers and trustees putting their own commercial interests above - and often against - those of the investing public.

Opinion: Politicians Want V-Shaped Recovery At Any Cost. Over To RBI

Opinion: Politicians Want V-Shaped Recovery At Any Cost. Over To RBI

Andy Mukherjee | Bloomberg | Thursday December 17, 2020

The local currency is a sitting duck for appreciation against a weakening dollar.

Opinion: PM Modi Needs One More Farm Law To End Crisis

Opinion: PM Modi Needs One More Farm Law To End Crisis

Andy Mukherjee | Bloomberg | Monday December 14, 2020

Farmers' protests are threatening to snowball into the biggest political crisis of Narendra Modi's tenure.