Opinion: With Farm Bills, PM Modi Has "Thrown Out The Old Furniture"

Opinion: With Farm Bills, PM Modi Has "Thrown Out The Old Furniture"

Andy Mukherjee | Bloomberg | Thursday September 24, 2020

Big changes are afoot in Indian agriculture, driven by Prime Minister Narendra Modi at considerable political risk. Freeing up farming markets may be as significant as dismantling industrial licenses in 1991. However, if the state's protection withers away only to reveal a few large capitalists as the new overlords, there will be chaos and misery rather than progress ...

Opinion: India Should Choose: Toyota or Pakora?

Opinion: India Should Choose: Toyota or Pakora?

Andy Mukherjee, Bloomberg Opinion | Monday September 21, 2020

Six years of headline management should have been enough for Prime Minister Modi's government. From justifying its bizarre overnight ban on most banknotes in 2016 to defending suspiciously cheerful gross domestic product data.

Opinion: Mukesh Ambani's $2 Chutzpah Unlocks Another Fortune

Opinion: Mukesh Ambani's $2 Chutzpah Unlocks Another Fortune

Andy Mukherjee | Bloomberg | Monday September 14, 2020

Covid-19 has been a shot in the arm for Reliance, despite retail Ebitda of only $145 million in the June quarter, a 47 per cent drop from last year.

Opinion: Adani Joins Ambani In Attempting Full-On Dominance

Opinion: Adani Joins Ambani In Attempting Full-On Dominance

Andy Mukherjee | Bloomberg | Tuesday August 25, 2020

The concentration of economic power in aviation infrastructure is now symptomatic of a broader trend in India, particularly in businesses where the government supplies a key ingredient.

Opinion: Reliance Makeover Is Being Carefully Watched

Opinion: Reliance Makeover Is Being Carefully Watched

Andy Mukherjee | Bloomberg | Friday July 31, 2020

From entertainment, education and healthcare to 5G for self-driving cars, Jio hopes to collect tiny sums from roughly 400 million subscribers of its core wireless service.

Opinion: There's No Half-Rescuing A Zombie. Ask Yes Bank

Opinion: There's No Half-Rescuing A Zombie. Ask Yes Bank

Andy Mukherjee, Bloomberg Opinion | Wednesday July 29, 2020

The shock of the coronavirus lockdown on economic activity could leave several Indian lenders short of capital - just as Yes was in March.

Opinion: Banks Play Risky Game As Covid Loan Truce Ends

Opinion: Banks Play Risky Game As Covid Loan Truce Ends

Andy Mukherjee | Bloomberg | Friday July 24, 2020

Valuations are sliding, and if policy makers have a plan for rescuing this vital industry, they're keeping it close to their chests.

Opinion: Mukesh Ambani's Audacious Plan Challenges Huawei

Opinion: Mukesh Ambani's Audacious Plan Challenges Huawei

Andy Mukherjee | Thursday July 16, 2020

With the $28 billion he's raised working from home, India's richest man wants to step into the breach created by the technology cold war between America and China. The two Silicon Valley tech giants that gave him a third of the money will help put him there.

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: Economic Nationalism A Wrong Turn for Coronavirus-Hit India

Opinion: Economic Nationalism A Wrong Turn for Coronavirus-Hit India

Andy Mukherjee | Tuesday June 09, 2020

Prime Minister Narendra Modi wants all 1.3 billion Indians to be "vocal for local" - meaning, to not just use domestically made products but also to promote them.

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: Mukesh Ambani's Jio Listing Can Profit from US-China Tech War

Opinion: Mukesh Ambani's Jio Listing Can Profit from US-China Tech War

Andy Mukherjee | Thursday May 28, 2020

Petrochemicals czar Mukesh Ambani plans to list his fledgling digital business overseas, Bloomberg News reported Tuesday, citing people with knowledge of Jio Platforms Ltd.'s initial public offering, which is planned for the next 12 to 24 months.

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.

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