Opinion: Take A Bow, Ericsson, In How You Handled Anil Ambani Case

Opinion: Take A Bow, Ericsson, In How You Handled Anil Ambani Case

Andy Mukherjee | Bloomberg | Tuesday March 19, 2019

To see just how badly they have bungled RCom, consider the stinging rebuke the lenders received from an appeals judge at India's bankruptcy tribunal last week:

Opinion: How Tata Can Keep Its Hold on Jaguar Land Rover

Opinion: How Tata Can Keep Its Hold on Jaguar Land Rover

Andy Mukherjee | Bloomberg | Wednesday March 06, 2019

Investors' concerns haven't fully dissipated, and that shows the problem with the sprawling Tata Group's structure.

Opinion: Jet A Semi-State-Owned Airline, Taxpayers Already Fund Air India

Opinion: Jet A Semi-State-Owned Airline, Taxpayers Already Fund Air India

Andy Mukherjee | Bloomberg | Thursday February 21, 2019

The gamble, which seeks to avoid putting Jet Airways into court-administered bankruptcy, will be put to a shareholder vote on February 21.

Opinion: Zee Crisis Shows IL&FS Impact Beyond Finance

Opinion: Zee Crisis Shows IL&FS Impact Beyond Finance

Andy Mukherjee, Bloomberg Opinion | Tuesday January 29, 2019

Although the stake-sale plan has been known for a while, the official explanation so far was that Zee wanted a partner to become a -global media-tech player.-

Opinion: Jeff Bezos Vs Mukesh Ambani Is The Bout That Had To Happen

Opinion: Jeff Bezos Vs Mukesh Ambani Is The Bout That Had To Happen

Andy Mukherjee | Bloomberg | Tuesday January 22, 2019

Walmart Inc.'s splashy acquisition last year of Flipkart Online Services Pvt., the homegrown e-tailer giving Amazon.com Inc. a solid run for its money, might have given the impression of a two-horse race.

Opinion: Jet Airways Needed Just One Rupee to Avoid This Tailspin

Opinion: Jet Airways Needed Just One Rupee to Avoid This Tailspin

Andy Mukherjee | Bloomberg | Friday January 04, 2019

The problem is that as 2015 was ending, Jet was earning only half a rupee more in revenue per seat kilometer than IndiGo.

Opinion: After Big Exit, The Assault On RBI's Autonomy Is Just Starting

Opinion: After Big Exit, The Assault On RBI's Autonomy Is Just Starting

Andy Mukherjee, Bloomberg Opinion | Friday December 21, 2018

Their first move, unveiled Thursday, is an innocuous - even laudable - infusion of 410 billion rupees ($5.9 billion) into troubled state-run lenders, bumping up this fiscal year's outlay for bank recapitalization by 63 percent to 1.06 trillion rupees.

Opinion: India Misses Wake-Up Call From IL&FS Crisis

Opinion: India Misses Wake-Up Call From IL&FS Crisis

Andy Mukherjee, Bloomberg Opinion | Monday November 26, 2018

After IL&FS blew up, the funding market froze, and the credit industry cried mommy, begging the central bank to act as the lender of the last resort.

Opinion: Ugly RBI Row As India Policy-Making Catches "Silicon Valley Bug"

Opinion: Ugly RBI Row As India Policy-Making Catches "Silicon Valley Bug"

Andy Mukherjee | Bloomberg | Monday November 12, 2018

Rajan strongly opposed the idea of handing supervision of the government securities market to the stock-market regulator.

Opinion: Delhi's Deadly Air Pollution Is A Water Crisis In Disguise

Opinion: Delhi's Deadly Air Pollution Is A Water Crisis In Disguise

Andy Mukherjee | Bloomberg | Friday November 09, 2018

India is home to nine of the world's 10 most-polluted cities. Beyond the health risks, the smog crisis threatens to erode competitiveness just when the country is starting to boast of rapid improvements in its ease-of-doing-business rankings.

Opinion: The Growing Brawl Between RBI's Urjit Patel And Team Modi

Opinion: The Growing Brawl Between RBI's Urjit Patel And Team Modi

Andy Mukherjee | Bloomberg | Monday October 29, 2018

If the standoff with the government gets any worse, a test of the central bank's dire warning could come soon.

Opinion: India's Mutual Fund Carnage Shows Peril Of Ignoring Liquidity

Opinion: India's Mutual Fund Carnage Shows Peril Of Ignoring Liquidity

Andy Mukherjee, Bloomberg Opinion | Friday October 12, 2018

Individual investors started returning to collective investment vehicles after the 2014 general elections, hoping for a reset to an economy held back by corruption scandals and policy paralysis. They doubled down after Prime Minister Narendra Modi's shock November 2016 currency ban pulled 86 percent of people's cash into bank accounts.

Opinion: With IL&FS Move, India Ducks Lehman Moment. Now The Test

Opinion: With IL&FS Move, India Ducks Lehman Moment. Now The Test

Andy Mukherjee | Bloomberg | Wednesday October 03, 2018

Now that the government is backing its liabilities, IL&FS presumably can survive on a thinner layer of equity than it would have otherwise needed.

Opinion: Now Only Government Can Use Aadhaar Database, And That's A Problem

Opinion: Now Only Government Can Use Aadhaar Database, And That's A Problem

Andy Mukherjee | Bloomberg | Tuesday October 02, 2018

The world's biggest repository of citizen information, India's Aadhaar database, is now beyond the private sector's reach. That was the verdict last week by the country's top court, which refused to strike down the entire biometric-based system as unconstitutional. Now only the government can use it, and that's a problem.

Opinion: Crisis-Hit IL&FS Needs To Go Under The Knife, Very Soon

Opinion: Crisis-Hit IL&FS Needs To Go Under The Knife, Very Soon

Andy Mukherjee | Bloomberg | Friday September 28, 2018

Infrastructure Leasing & Financial Services (IL&FS) Ltd. had 30 years to spawn an Indian clone of Macquarie Group: a powerhouse of finance, investments, asset ownership and risk management. Instead, Ravi Parthasarathy, the founder who stepped down recently as chairman, went on to build an unwieldy, debt-fueled empire that has now crumbled.