Opinion: The Sort Of Headline Modi Would Not Want Abe To Read

Opinion: The Sort Of Headline Modi Would Not Want Abe To Read

Andy Mukherjee, Bloomberg Gadfly | Friday September 15, 2017

The private sector is latching on to the Abe-Modi bromance. Suzuki Motor Corp., by far the biggest success story of Japanese investment in the country, is considering a fourth production line in the western Indian state to take total capacity there to 1 million cars a year, according to media reports.

Opinion: Nandan Nilekani Must Boost Business, But Also Morale

Opinion: Nandan Nilekani Must Boost Business, But Also Morale

Andy Mukherjee, Bloomberg Gadfly | Friday August 25, 2017

With Nandan Nilekani, 62, appointed as non-executive chairman, the founders have wrested back control.

Opinion: Infosys Fight Isn't Tata Redux, In fact, It's A Lot Worse

Opinion: Infosys Fight Isn't Tata Redux, In fact, It's A Lot Worse

Andy Mukherjee, Bloomberg Gadfly | Monday August 21, 2017

Unlike Ratan Tata, who was in control of the group holding company's board, Murthy -- and the other co-founders, if they side with him -- are just shareholders taking on a hostile board from the outside.

Opinion: On Vishal Sikka's Exit, Board Hasn't Performed Great, Either

Opinion: On Vishal Sikka's Exit, Board Hasn't Performed Great, Either

Andy Mukherjee, Bloomberg Gadfly | Friday August 18, 2017

Vishal Sikka's resignation as chief executive officer of Infosys Ltd. is part of a much-needed cultural reboot at the Indian software exporter. But the process won't be complete as long as the current board hangs around to sing dirges of victimhood.

Opinion: Infosys Is Blowing Its Big Chance At Redemption

Opinion: Infosys Is Blowing Its Big Chance At Redemption

Andy Mukherjee, Bloomberg Gadfly | Thursday August 17, 2017

It's the transparency that made Infosys the first Indian tech company to trade on Nasdaq in 1999.

Opinion: SBI Is Becoming The Air India Of Banking

Opinion: SBI Is Becoming The Air India Of Banking

Andy Mukherjee, Bloomberg Gadfly | Wednesday August 16, 2017

CEO Arundhati Bhattacharya inherited a miserable portfolio of dubious corporate loans, which post-merger have swelled to almost 10 percent of the total.

Opinion: Reliance's Jio, Media Play Is Bold Times Three

Opinion: Reliance's Jio, Media Play Is Bold Times Three

Andy Mukherjee, Bloomberg Gadfly | Friday July 21, 2017

Reliance Industries Ltd.'s unexpected 1-for-1 bonus issue, which Chairman Mukesh Ambani unveiled at the company's 40th annual general meeting on Friday, gave a further boost to shares that are already the second-best performing this year on India's benchmark index.

Opinion: The Faults In 'Reliance Jio Broke My Business' Chorus

Opinion: The Faults In 'Reliance Jio Broke My Business' Chorus

Andy Mukherjee, Bloomberg Gadfly | Tuesday June 13, 2017

India's billionaires believe in rugged, muscular capitalism -- so at the first hint of trouble, they go running to mommy.

Opinion: With Jio, Mukesh Ambani Bets On 'Winner Takes All' Effect

Opinion: With Jio, Mukesh Ambani Bets On 'Winner Takes All' Effect

Andy Mukherjee, Bloomberg Gadfly | Tuesday April 25, 2017

India's most valuable business is earning money hand over fist from oil. Yet what's exciting investors about Reliance Industries Ltd. are its telecoms losses.

Opinion: Ambani's Next 100 Million Jio Customers Won't Be As Easy

Opinion: Ambani's Next 100 Million Jio Customers Won't Be As Easy

Andy Mukherjee, Bloomberg Gadfly | Thursday February 23, 2017

If Ambani can double the number of subscribers, and get at least $4 from each of them, investors who endured seven lean years will get a decent harvest.

Opinion: Indian IT Was On The Brink Even Before Trump's Shove

Opinion: Indian IT Was On The Brink Even Before Trump's Shove

Andy Mukherjee, Bloomberg Gadfly | Friday February 03, 2017

Infosys and TCS, historically among the top three visa sponsors, would either have to increase wages, or settle for a much reduced scale of business in their most important market.

Opinion: PM Modi Reaps Reward Of Sparing Indians Further Pain

Opinion: PM Modi Reaps Reward Of Sparing Indians Further Pain

Andy Mukherjee | Bloomberg | Wednesday February 01, 2017

Most Indians are getting a tax break, thanks to Prime Minister Narendra Modi's botched demonetization program.

Opinion: Modi, Don't Fix What You Broke In This Indian Budget: Gadfly

Opinion: Modi, Don't Fix What You Broke In This Indian Budget: Gadfly

Andy Mukherjee | Bloomberg | Monday January 30, 2017

Amid signs that New Delhi's Nov. 8 ban on 86 percent of the country's currency has disrupted demand, snapped supply chains and cratered credit growth, investors expect a fiscal lollipop from Prime Minister Narendra Modi and Finance Minister Arun Jaitley.

Opinion: Patanjali Effect Is Huge. What Baba Ramdev Could Do To Grow Even More

Opinion: Patanjali Effect Is Huge. What Baba Ramdev Could Do To Grow Even More

Andy Mukherjee, Bloomberg Gadfly | Thursday January 19, 2017

This month, Patanjali won a two-notch credit rating upgrade from ICRA, the India affiliate of Moody's Investors Service. So far, the company has just $47 million in borrowings.

Opinion: Pumped-Up Mukesh Ambani Is Ready To Pounce On Indian Rivals: Foreign Media

Opinion: Pumped-Up Mukesh Ambani Is Ready To Pounce On Indian Rivals: Foreign Media

Andy Mukherjee, Bloomberg Gadfly | Tuesday December 27, 2016

Ambani has all but completed massive investments in his petrochemicals empire, whose cash flows give him the firepower to promote and expand his new fourth-generation mobile service.