Opinion: Where PM Modi Could Be Just As Wrong As Nehru
Opinion | Andy Mukherjee | Bloomberg | Monday April 5, 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
Business | 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.
How Amazon Is Fighting Door to Door to Beat Mukesh Ambani’s Reliance
Andy Mukherjee | Bloomberg | Monday March 22, 2021
The Supreme Court will soon decide on its bid to scuttle the $3.4 billion (roughly Rs. 24,630 crore) sale of debt-laden retailer Future Group’s assets to Amazon’s archrival Reliance. But the rivalry between Amazon’s Jeff Bezos and Reliance’s Mukesh Ambani won’t end with a verdict in the Future Group case.
Opinion: How Amazon Is Fighting Door-To-Door To Beat Mukesh Ambani
Opinion | 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 | 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
Business | 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
Business | 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 | Andy Mukherjee | Bloomberg | Tuesday March 2, 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 | 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
Business | 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
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday February 2, 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.
Opinion: Budget Will Be Tougher Than Government's Usual Fiscal Trapeze
Opinion | Andy Mukherjee | Bloomberg | Friday January 29, 2021
India's federal budget Monday will be a much tougher balancing act than New Delhi's regular annual fiscal trapeze. For one thing, the pandemic has upset business-as-usual calculations of how much to spend, on what, and how to finance it. For another, an impatience to make up for lost time has to be weighed against a shrinking of policy space in eme...
Opinion: The Retro Tax Was Bad, India. Don't Make It Worse
Opinion | Andy Mukherjee | Bloomberg | Thursday January 28, 2021
Back when global investors still believed Prime Minister Narendra Modi would keep his promise to end the previous regime's "tax terror," his newly elected government made a costly error. In March 2015, someone in India's labyrinthine bureaucracy decided to send a revenue demand to U.K.'s Cairn Energy Plc - ruining Chief Executive Officer Simon Thom...
Opinion: Secrecy Around Templeton's India Closure Is Indefensible
Business | Andy Mukherjee, Bloomberg Opinion | Friday January 22, 2021
For years now, faith in the integrity of India's markets has hemorrhaged, with everyone from rating firms to auditors, fund managers and trustees putting their own commercial interests above - and often against - those of the investing public.
Opinion: Politicians Want V-Shaped Recovery At Any Cost. Over To RBI
Business | Andy Mukherjee | Bloomberg | Thursday December 17, 2020
The local currency is a sitting duck for appreciation against a weakening dollar.
Opinion: Where PM Modi Could Be Just As Wrong As Nehru
Opinion | Andy Mukherjee | Bloomberg | Monday April 5, 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
Business | 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.
How Amazon Is Fighting Door to Door to Beat Mukesh Ambani’s Reliance
Andy Mukherjee | Bloomberg | Monday March 22, 2021
The Supreme Court will soon decide on its bid to scuttle the $3.4 billion (roughly Rs. 24,630 crore) sale of debt-laden retailer Future Group’s assets to Amazon’s archrival Reliance. But the rivalry between Amazon’s Jeff Bezos and Reliance’s Mukesh Ambani won’t end with a verdict in the Future Group case.
Opinion: How Amazon Is Fighting Door-To-Door To Beat Mukesh Ambani
Opinion | 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 | 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
Business | 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
Business | 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 | Andy Mukherjee | Bloomberg | Tuesday March 2, 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 | 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
Business | 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
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday February 2, 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.
Opinion: Budget Will Be Tougher Than Government's Usual Fiscal Trapeze
Opinion | Andy Mukherjee | Bloomberg | Friday January 29, 2021
India's federal budget Monday will be a much tougher balancing act than New Delhi's regular annual fiscal trapeze. For one thing, the pandemic has upset business-as-usual calculations of how much to spend, on what, and how to finance it. For another, an impatience to make up for lost time has to be weighed against a shrinking of policy space in eme...
Opinion: The Retro Tax Was Bad, India. Don't Make It Worse
Opinion | Andy Mukherjee | Bloomberg | Thursday January 28, 2021
Back when global investors still believed Prime Minister Narendra Modi would keep his promise to end the previous regime's "tax terror," his newly elected government made a costly error. In March 2015, someone in India's labyrinthine bureaucracy decided to send a revenue demand to U.K.'s Cairn Energy Plc - ruining Chief Executive Officer Simon Thom...
Opinion: Secrecy Around Templeton's India Closure Is Indefensible
Business | Andy Mukherjee, Bloomberg Opinion | Friday January 22, 2021
For years now, faith in the integrity of India's markets has hemorrhaged, with everyone from rating firms to auditors, fund managers and trustees putting their own commercial interests above - and often against - those of the investing public.
Opinion: Politicians Want V-Shaped Recovery At Any Cost. Over To RBI
Business | Andy Mukherjee | Bloomberg | Thursday December 17, 2020
The local currency is a sitting duck for appreciation against a weakening dollar.
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