Opinion: In Telecom Row, Government Could Be Making A Grave Mistake
Business | Andy Mukherjee | Bloomberg | Wednesday November 13, 2019
The government should see the folly of effectively turning the telecom industry into a two-horse race between Reliance Jio Infocomm Ltd., controlled by Mukesh Ambani, the richest Indian, and Bharti Airtel Ltd., which, too, is staggering under a mountain of debt.
Opinion: Yes Bank, Cut The Loose Talk And Close This Rescue
Business | Andy Mukherjee | Bloomberg | Tuesday November 5, 2019
In early September, CEO Ravneet Gill told Reuters that Yes was in "fairly advanced level of talks" with a top global technology company for a stake sale.
Opinion: Infosys May Need Some Time In Rehab To Fix Itself
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday October 22, 2019
After a period of rehabilitation, Infosys should be able to deliver all three targets: sales growth, margins and good governance. Some private time could be just what it needs to get fixed.
Opinion: Amazon, Walmart And Mukesh Ambani Will Help Save India's Banks
Business | Andy Mukherjee | Bloomberg | Thursday October 10, 2019
To similarly make bite-sized finance sustainable, account aggregators are coming. They'll digitally record a consumer's transactions with various institutions and, with consent, share data with a lender.
Opinion: How Government Should Tackle Shadow Banking Crisis
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday October 1, 2019
A year after the collapse of IL&FS Group, a specialist infrastructure financier, the crisis of confidence is getting worse.
Opinion: Investors' Biggest Worry Should Be Vanishing New Roads In India
Business | Andy Mukherjee | Bloomberg | Monday September 9, 2019
Highways can act as a powerful stimulus by creating new construction jobs, spawning fresh orders for excavators, graders and rollers, and putting spending money in the hands of people whose land is getting acquired.
Opinion: Bank Mergers No Silver Bullet, Gains May Take Years To Show
Business | Andy Mukherjee, Bloomberg Opinion | Monday September 2, 2019
The new round of consolidation will bring down the number of state-run banks to 12 from 27 just a few years ago.
Opinion: Mukesh Ambani Cutting Reliance Debt Is Bad Omen For Economy
Business | Andy Mukherjee | Bloomberg | Wednesday August 14, 2019
A $22 billion reduction in net debt (to reach zero) will require more than Aramco's cash.
Opinion: Government's Plan To Change Bankruptcy Law Bold And Necessary
Business | Andy Mukherjee | Bloomberg | Thursday July 18, 2019
On Wednesday, the government said it would amend the 2016 insolvency law, a signature reform of Prime Minister Narendra Modi's first term. Investors will cheer.
Opinion: India's Hedge Funds Threatened by Higher Taxes
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday July 16, 2019
The Securities and Exchange Board of India, or SEBI, has always been suspicious of the source of capital for hedge funds investing in India from Singapore or Hong Kong.
Opinion: If It Moves, Tax It. That's Desperate, India
Business | Andy Mukherjee | Bloomberg | Tuesday July 9, 2019
Tax collections last year were a full 1 percentage point of GDP lower than the 7.9 per cent the government had hoped to obtain.
Opinion: Amid Preps For Budget, Where India Can Find A Cool $1 Trillion
Business | Andy Mukherjee, Bloomberg Opinion | Thursday July 4, 2019
From consumption and private investment to exports, no cylinders are firing. Government spending is therefore the only hope.
Opinion: RBI's Autonomy Takes Another Hit As Viral Acharya Heads For Exit
Business | Andy Mukherjee | Bloomberg | Tuesday June 25, 2019
A standoff over the government's intentions was temporarily resolved by pushing to a panel of experts the question of whether the RBI had excess capital and could return some of it to the finance ministry.
Opinion: Jet's Banks Finally Accept The Airline Is Dead
Business | Andy Mukherjee, Bloomberg Opinion | Monday June 24, 2019
With the insolvency tribunal taking Jet Airways India Ltd. under its wing on Thursday, there may be one more abortive attempt to sell it whole
Opinion: India's Exotic Funds Are a $40 Billion Time-Bomb For Investors
Business | Andy Mukherjee, Bloomberg Opinion | Wednesday June 19, 2019
Exotic funds, designed for wealthy investors, have grown to $40 billion from nothing in just seven years, expanding by 71% in the 12 months through March
Opinion: In Telecom Row, Government Could Be Making A Grave Mistake
Business | Andy Mukherjee | Bloomberg | Wednesday November 13, 2019
The government should see the folly of effectively turning the telecom industry into a two-horse race between Reliance Jio Infocomm Ltd., controlled by Mukesh Ambani, the richest Indian, and Bharti Airtel Ltd., which, too, is staggering under a mountain of debt.
Opinion: Yes Bank, Cut The Loose Talk And Close This Rescue
Business | Andy Mukherjee | Bloomberg | Tuesday November 5, 2019
In early September, CEO Ravneet Gill told Reuters that Yes was in "fairly advanced level of talks" with a top global technology company for a stake sale.
Opinion: Infosys May Need Some Time In Rehab To Fix Itself
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday October 22, 2019
After a period of rehabilitation, Infosys should be able to deliver all three targets: sales growth, margins and good governance. Some private time could be just what it needs to get fixed.
Opinion: Amazon, Walmart And Mukesh Ambani Will Help Save India's Banks
Business | Andy Mukherjee | Bloomberg | Thursday October 10, 2019
To similarly make bite-sized finance sustainable, account aggregators are coming. They'll digitally record a consumer's transactions with various institutions and, with consent, share data with a lender.
Opinion: How Government Should Tackle Shadow Banking Crisis
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday October 1, 2019
A year after the collapse of IL&FS Group, a specialist infrastructure financier, the crisis of confidence is getting worse.
Opinion: Investors' Biggest Worry Should Be Vanishing New Roads In India
Business | Andy Mukherjee | Bloomberg | Monday September 9, 2019
Highways can act as a powerful stimulus by creating new construction jobs, spawning fresh orders for excavators, graders and rollers, and putting spending money in the hands of people whose land is getting acquired.
Opinion: Bank Mergers No Silver Bullet, Gains May Take Years To Show
Business | Andy Mukherjee, Bloomberg Opinion | Monday September 2, 2019
The new round of consolidation will bring down the number of state-run banks to 12 from 27 just a few years ago.
Opinion: Mukesh Ambani Cutting Reliance Debt Is Bad Omen For Economy
Business | Andy Mukherjee | Bloomberg | Wednesday August 14, 2019
A $22 billion reduction in net debt (to reach zero) will require more than Aramco's cash.
Opinion: Government's Plan To Change Bankruptcy Law Bold And Necessary
Business | Andy Mukherjee | Bloomberg | Thursday July 18, 2019
On Wednesday, the government said it would amend the 2016 insolvency law, a signature reform of Prime Minister Narendra Modi's first term. Investors will cheer.
Opinion: India's Hedge Funds Threatened by Higher Taxes
Business | Andy Mukherjee, Bloomberg Opinion | Tuesday July 16, 2019
The Securities and Exchange Board of India, or SEBI, has always been suspicious of the source of capital for hedge funds investing in India from Singapore or Hong Kong.
Opinion: If It Moves, Tax It. That's Desperate, India
Business | Andy Mukherjee | Bloomberg | Tuesday July 9, 2019
Tax collections last year were a full 1 percentage point of GDP lower than the 7.9 per cent the government had hoped to obtain.
Opinion: Amid Preps For Budget, Where India Can Find A Cool $1 Trillion
Business | Andy Mukherjee, Bloomberg Opinion | Thursday July 4, 2019
From consumption and private investment to exports, no cylinders are firing. Government spending is therefore the only hope.
Opinion: RBI's Autonomy Takes Another Hit As Viral Acharya Heads For Exit
Business | Andy Mukherjee | Bloomberg | Tuesday June 25, 2019
A standoff over the government's intentions was temporarily resolved by pushing to a panel of experts the question of whether the RBI had excess capital and could return some of it to the finance ministry.
Opinion: Jet's Banks Finally Accept The Airline Is Dead
Business | Andy Mukherjee, Bloomberg Opinion | Monday June 24, 2019
With the insolvency tribunal taking Jet Airways India Ltd. under its wing on Thursday, there may be one more abortive attempt to sell it whole
Opinion: India's Exotic Funds Are a $40 Billion Time-Bomb For Investors
Business | Andy Mukherjee, Bloomberg Opinion | Wednesday June 19, 2019
Exotic funds, designed for wealthy investors, have grown to $40 billion from nothing in just seven years, expanding by 71% in the 12 months through March
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