Opinion: Investing in India? Better Call Your Tax Lawyer First

Opinion: Investing in India? Better Call Your Tax Lawyer First

Andy Mukherjee, Bloomberg Gadfly | Friday February 02, 2018

The grandfathering of past returns promised by Finance Minister Arun Jaitley in his budget speech is missing from the fine print of the finance bill.

Opinion: Mukesh Ambani's Brotherly Love For Anil In Range Of $3 Billion

Opinion: Mukesh Ambani's Brotherly Love For Anil In Range Of $3 Billion

Andy Mukherjee, Bloomberg Gadfly | Thursday January 04, 2018

Must the tap of brotherly love turn off at 68 cents on the dollar?

Opinion: Bitcoin As Money? Here's A Roadmap For How It'll Happen: Gadfly

Opinion: Bitcoin As Money? Here's A Roadmap For How It'll Happen: Gadfly

Andy Mukherjee, Bloomberg Gadfly | Thursday December 21, 2017

Now that bitcoin is a mainstream asset, with futures contracts traded at the world's largest exchange, becoming actual money should be the logical next step. But if you were to ask investors their expectations, the reply in most cases would likely be: "Not in my lifetime."

Opinion: World's Most Richly Valued Lender, HDFC, Has Unhappy Secret

Opinion: World's Most Richly Valued Lender, HDFC, Has Unhappy Secret

Andy Mukherjee | Bloomberg | Monday December 04, 2017

Assiduously shielding its loan book from the flying debris of India's $207 billion bad-debt crisis, HDFC Bank Ltd. has kept its balance sheet in a near-pristine condition.

Opinion: The Contrasting Telecom Fortunes Of Mukesh And Anil Ambani

Opinion: The Contrasting Telecom Fortunes Of Mukesh And Anil Ambani

Andy Mukherjee, Bloomberg Gadfly | Tuesday November 21, 2017

Mukesh Ambani, India's richest man, sold 10-year dollar notes at just 130 basis points over U.S. Treasuries on Monday. None of the existing debt of Indian nonfinancial issuers, including state-owned firms, was raised this cheaply, according to Bloomberg News reporters Carrie Hong and Neha D'silva.

Opinion: Mukesh Ambani's Softly, Softly Online Plan May Outsmart Amazon

Opinion: Mukesh Ambani's Softly, Softly Online Plan May Outsmart Amazon

Andy Mukherjee, Bloomberg Gadfly | Friday November 17, 2017

The $200 billion e-commerce market Morgan Stanley is forecasting for India by 2027 just got a new contender -- with a very different plan.

Opinion: India's Money Helicopter Flew Wrong Way With Cash Ban

Opinion: India's Money Helicopter Flew Wrong Way With Cash Ban

Andy Mukherjee, Bloomberg Gadfly | Wednesday November 08, 2017

In the annals of economic experimentation, India's cash ban will stand out. Not because it was ill-advised, poorly executed or unsuccessful in achieving its original aims. Prime Minister Narendra Modi's move to outlaw 86 percent of his country's currency a year ago today was all those things. What made it remarkable, though, was the way it flew against the zeitgeist.

Opinion: Infosys Would Be Much Better Off If It Just Came Clean

Opinion: Infosys Would Be Much Better Off If It Just Came Clean

Andy Mukherjee, Bloomberg Gadfly | Wednesday October 25, 2017

Infosys stock, which dropped 14 percent after Vishal Sikka resigned, is up almost 7 percent since then.

Opinion: Ratan Tata Has A Child Lock Feature In Mind For Jaguar

Opinion: Ratan Tata Has A Child Lock Feature In Mind For Jaguar

Andy Mukherjee, Bloomberg Gadfly | Tuesday September 19, 2017

The nerve center of the $105 billion group that encompasses, among other units, the marque British carmaker, has been the target of an intense battle for control for almost a year now.

Opinion: The Sort Of Headline Modi Would Not Want Abe To Read

Opinion: The Sort Of Headline Modi Would Not Want Abe To Read

Andy Mukherjee, Bloomberg Gadfly | Friday September 15, 2017

The private sector is latching on to the Abe-Modi bromance. Suzuki Motor Corp., by far the biggest success story of Japanese investment in the country, is considering a fourth production line in the western Indian state to take total capacity there to 1 million cars a year, according to media reports.

Opinion: Nandan Nilekani Must Boost Business, But Also Morale

Opinion: Nandan Nilekani Must Boost Business, But Also Morale

Andy Mukherjee, Bloomberg Gadfly | Friday August 25, 2017

With Nandan Nilekani, 62, appointed as non-executive chairman, the founders have wrested back control.

Opinion: Infosys Fight Isn't Tata Redux, In fact, It's A Lot Worse

Opinion: Infosys Fight Isn't Tata Redux, In fact, It's A Lot Worse

Andy Mukherjee, Bloomberg Gadfly | Monday August 21, 2017

Unlike Ratan Tata, who was in control of the group holding company's board, Murthy -- and the other co-founders, if they side with him -- are just shareholders taking on a hostile board from the outside.

Opinion: On Vishal Sikka's Exit, Board Hasn't Performed Great, Either

Opinion: On Vishal Sikka's Exit, Board Hasn't Performed Great, Either

Andy Mukherjee, Bloomberg Gadfly | Friday August 18, 2017

Vishal Sikka's resignation as chief executive officer of Infosys Ltd. is part of a much-needed cultural reboot at the Indian software exporter. But the process won't be complete as long as the current board hangs around to sing dirges of victimhood.

Opinion: Infosys Is Blowing Its Big Chance At Redemption

Opinion: Infosys Is Blowing Its Big Chance At Redemption

Andy Mukherjee, Bloomberg Gadfly | Thursday August 17, 2017

It's the transparency that made Infosys the first Indian tech company to trade on Nasdaq in 1999.

Opinion: SBI Is Becoming The Air India Of Banking

Opinion: SBI Is Becoming The Air India Of Banking

Andy Mukherjee, Bloomberg Gadfly | Wednesday August 16, 2017

CEO Arundhati Bhattacharya inherited a miserable portfolio of dubious corporate loans, which post-merger have swelled to almost 10 percent of the total.