Opinion: Jio's Trick To A $100 Billion-Plus IPO Would Lie In...

Opinion: Jio's Trick To A $100 Billion-Plus IPO Would Lie In...

Andy Mukherjee | Bloomberg | Thursday July 09, 2020

Time will be the next frontier in India's digital battlefield; dollars will follow the hours consumers spend online.

Opinion: To Restrain WhatsApp Is Waste Of Infrastructure India Has Built

Opinion: To Restrain WhatsApp Is Waste Of Infrastructure India Has Built

Andy Mukherjee | Bloomberg | Monday June 08, 2020

Increasingly ubiquitous smartphones can bring vulnerable citizens the financial security that bank branches can't supply.

Opinion: The Pandemic Isn't India's Only Curve to Flatten

Opinion: The Pandemic Isn't India's Only Curve to Flatten

Andy Mukherjee | Bloomberg | Monday June 01, 2020

The squiggly line that joins the cost of money at different maturities - the yield curve - deserves just as much attention.

Opinion: India Needs To Fire More Bullets Now, Aim Later

Opinion: India Needs To Fire More Bullets Now, Aim Later

Andy Mukherjee | Bloomberg | Thursday May 14, 2020

How big is India's anti-viral package, and how effective will it be?

Opinion: The Deepening Mistrust Between New Delhi And 28 States

Opinion: The Deepening Mistrust Between New Delhi And 28 States

Andy Mukherjee | Bloomberg | Wednesday May 13, 2020

The gradual reopening of India's economy after a 43-day coronavirus lockdown has been marred by a hyper-centralization of decision-making. Deepening mistrust between New Delhi and the 28 states threatens to splinter the country's common market of 1.3 billion people, its biggest draw for investors.

Opinion: The Price of Covid Freedom May Be Eternal Spying

Opinion: The Price of Covid Freedom May Be Eternal Spying

Andy Mukherjee | Bloomberg | Monday May 11, 2020

Much of our pre-coronavirus lives may be reclaimable with some modifications around how we work, socialize and travel. In one crucial way, though, the post-pandemic landscape will be very different: The individual's autonomy over her data may be lost forever. Our mobiles will keep us safe - by spying on us.

Opinion: Coronavirus Risks This Sector In India Worth Rs 2 Lakh Crore

Opinion: Coronavirus Risks This Sector In India Worth Rs 2 Lakh Crore

Andy Mukherjee | Bloomberg | Thursday March 19, 2020

Shutdowns will impair ability of gig-economy workers to repay loans of Rs 2.1 trillion, putting the world's largest microfinance industry at risk

Opinion: Messy Yes Bank Rescue May Be Costliest Own Goal Since Notes Ban

Opinion: Messy Yes Bank Rescue May Be Costliest Own Goal Since Notes Ban

Andy Mukherjee | Bloomberg | Monday March 09, 2020

Arm-twisting government-controlled State Bank of India to inject capital into failing Yes Bank Ltd. was the only option left for New Delhi.

Opinion: What's In Modi's Budget For Indians? Precious Little

Opinion: What's In Modi's Budget For Indians? Precious Little

Andy Mukherjee | Bloomberg | Monday February 03, 2020

The budget unveiled by Prime Minister Narendra Modi's government Saturday left virtually every domestic constituency unhappy. My interpretation? Luring overseas investors to high-yielding Indian assets amid a global coronavirus scare is the preferred strategy.

Opinion: PM Modi's Budget Won't Solve India's Economic Crisis

Opinion: PM Modi's Budget Won't Solve India's Economic Crisis

Andy Mukherjee | Bloomberg | Thursday January 30, 2020

Virtually every industry, from banking and auto to real estate, power and telecom is in disarray. The fiscal space available to fight the slowdown is limited.

Opinion: India's $21 Billion Telecom War Comes Down to $2

Opinion: India's $21 Billion Telecom War Comes Down to $2

Andy Mukherjee | Bloomberg | Wednesday January 22, 2020

Of the 15 firms facing long-contested demands, most have shut down, sold out or ended up insolvent. All eyes are now on Vodafone Idea.

Opinion: Mukesh Ambani Bigger Worry For Jeff Bezos Than Anti-Trust Probe

Opinion: Mukesh Ambani Bigger Worry For Jeff Bezos Than Anti-Trust Probe

Andy Mukherjee | Bloomberg | Friday January 17, 2020

Jeff Bezos is in India at an awkward moment. Just before his visit, the country's antitrust authority ordered a probe into the business practices of its two main American-owned shopping websites. One of them is his.

Opinion: India Must End Yes Bank's Theater Of The Absurd

Opinion: India Must End Yes Bank's Theater Of The Absurd

Andy Mukherjee | Bloomberg | Monday January 13, 2020

More loan losses lie around the corner. With 40 per cent of deposits coming from fickle wholesale sources, solvency and liquidity risks are high.

Opinion: Indian Economy, Worst In 42 Years, Needs An Honest Look

Opinion: Indian Economy, Worst In 42 Years, Needs An Honest Look

Andy Mukherjee | Bloomberg | Wednesday January 08, 2020

Consumer demand is in the doldrums and government spending - the only thing supporting growth - is bound to be pruned in the closing months of the fiscal year to avoid a budget blowout.

Opinion: Differences Between PM Modi, Manmohan Singh In Economic Reform

Opinion: Differences Between PM Modi, Manmohan Singh In Economic Reform

Andy Mukherjee | Bloomberg | Tuesday December 24, 2019

Hundreds of millions were lifted out of poverty; the 1990-91 crisis became the starting point of two decades of rising prosperity.