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.

Opinion: India's War On Cash Needed A Very Different Approach: Foreign Media

Opinion: India's War On Cash Needed A Very Different Approach: Foreign Media

Andy Mukherjee, Bloomberg Gadfly | Tuesday December 20, 2016

Fewer than 10 percent of Indians have ever used any kind of non-cash payment instrument. Less than 3 percent of the value transacted in the year ending March 2014 used cards.

Opinion: There's No Magic $45 Billion Behind India's Dry ATMs: Foreign Media

Opinion: There's No Magic $45 Billion Behind India's Dry ATMs: Foreign Media

Andy Mukherjee, Bloomberg Gadfly | Tuesday November 15, 2016

The demonetization of India's existing stock of 500 and 1,000 rupee notes has spawned a number of such apocryphal tales, one of which is a $45 billion bonanza for the government.

Opinion: Opinion: Three Figures Tata's Successor Needs For Job Interview

Opinion: Opinion: Three Figures Tata's Successor Needs For Job Interview

Andy Mukherjee, Bloomberg Gadfly | Friday November 04, 2016

If the position in question is chairman of Tata Group, there might be three figures - $40 billion; 2020; and 250 basis points.

Opinion: Mukesh Ambani, India Needs You To Keep Spending: Foreign Media

Opinion: Mukesh Ambani, India Needs You To Keep Spending: Foreign Media

Andy Mukherjee, Bloomberg Gadfly | Friday October 21, 2016

India's richest tycoon is also the country's most optimistic spender. Every project into which Ambani is pumping money is close to fruition, meaning he could sit back and savor the rewards.

Opinions: Indian Software Died Today, Look At TCS, Infy: Foreign Media

Opinions: Indian Software Died Today, Look At TCS, Infy: Foreign Media

Andy Mukherjee, Bloomberg Gadfly | Friday October 14, 2016

The first hint that the end was near came when TCS announced a virtual stalling of its business in the September quarter. Infosys followed up by slashing its full-year revenue guidance for the second time in three months.