Colgate Numbers Show Why India Inc's Profits Won't Survive Costs, Covid

Colgate Numbers Show Why India Inc's Profits Won't Survive Costs, Covid

Andy Mukherjee, Bloomberg Opinion | Friday May 21, 2021

The toothpaste makers results this week offer a fresh look at a puzzle: the Indian stock markets apparent disregard for the country's worst humanitarian disaster in almost 75 years.

The Real Variant Risk From India's Covid Surge Is Being Missed

The Real Variant Risk From India's Covid Surge Is Being Missed

Andy Mukherjee | Bloomberg | Wednesday May 12, 2021

If you haven't heard of B.1.617 yet, chances are you soon will.

<i>Jugaad</i> Can't Fix A Broken System. Time To Rebuild Health Care

Jugaad Can't Fix A Broken System. Time To Rebuild Health Care

Anjani Trivedi, Andy Mukherjee, Bloomberg | Monday May 10, 2021

Covid-19 related deaths in India are expected to double in the coming weeks. People across socioeconomic classes are being cremated en masse in large holes in the ground.

Opinion: Government's New Vaccine Strategy Is Bad Economics

Opinion: Government's New Vaccine Strategy Is Bad Economics

Andy Mukherjee | Tuesday April 27, 2021

After a tightly centralized vaccination drive that has delivered the required two shots to less than 2% of the population, India is opening up its inoculation strategy in the middle of a raging pandemic.

Opinion: Covid Spike Is Sucking The Oxygen Out Of India

Opinion: Covid Spike Is Sucking The Oxygen Out Of India

Andy Mukherjee | Bloomberg | Thursday April 22, 2021

Nationalistic pride may swell chests, but to fill lungs you need air.

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.