Opinion: Tata Taking On Mukesh Ambani Could Be India's Alibaba-TencentAndy Mukherjee, Bloomberg Opinion | Monday October 05, 2020
The 152-year-old Tata Group is talking to Walmart Inc. for a $25 billion investment in a "super-app," a multipurpose online platform combining fashion, lifestyle and electronics retail, food and grocery.
Opinion: Vodafone Loss Gives Government A Stark ChoiceAndy Mukherjee | Bloomberg | Monday September 28, 2020
The quarrel goes back to Vodafone's 2007 purchase of Li Ka-shing's India wireless business.
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 FortuneAndy 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 DominanceAndy 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 WatchedAndy 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 BankAndy 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 EndsAndy 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: To Restrain WhatsApp Is Waste Of Infrastructure India Has BuiltAndy 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 FlattenAndy 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: Coronavirus Risks This Sector In India Worth Rs 2 Lakh CroreAndy Mukherjee | Bloomberg | Thursday March 19, 2020
Shutdowns will impair ability of gig-economy workers to repay loans of Rs 2.1 trillion, putting the world's largest microfinance industry at risk
Opinion: Messy Yes Bank Rescue May Be Costliest Own Goal Since Notes BanAndy Mukherjee | Bloomberg | Monday March 09, 2020
Arm-twisting government-controlled State Bank of India to inject capital into failing Yes Bank Ltd. was the only option left for New Delhi.
Opinion: What's In Modi's Budget For Indians? Precious LittleAndy Mukherjee | Bloomberg | Monday February 03, 2020
The budget unveiled by Prime Minister Narendra Modi's government Saturday left virtually every domestic constituency unhappy. My interpretation? Luring overseas investors to high-yielding Indian assets amid a global coronavirus scare is the preferred strategy.
Opinion: PM Modi's Budget Won't Solve India's Economic CrisisAndy Mukherjee | Bloomberg | Thursday January 30, 2020
Virtually every industry, from banking and auto to real estate, power and telecom is in disarray. The fiscal space available to fight the slowdown is limited.
Opinion: India's $21 Billion Telecom War Comes Down to $2Andy Mukherjee | Bloomberg | Wednesday January 22, 2020
Of the 15 firms facing long-contested demands, most have shut down, sold out or ended up insolvent. All eyes are now on Vodafone Idea.