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.
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: 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: 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: Tata Taking On Mukesh Ambani Could Be India's Alibaba-Tencent
Business | Andy Mukherjee, Bloomberg Opinion | Monday October 5, 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: India Should Choose: Toyota or Pakora?
Business | 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: There's No Half-Rescuing A Zombie. Ask Yes Bank
Business | 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: Dewan Housing Will Be Test Case For "Haircut Salon" Approach
Business | Andy Mukherjee, Bloomberg Opinion | Friday November 22, 2019
Nearly nine-tenths of DHFL's Rs 84,000 crore($12 billion) in borrowing is secured against assets.
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: 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: 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: 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: 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 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.
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: 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: 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: Tata Taking On Mukesh Ambani Could Be India's Alibaba-Tencent
Business | Andy Mukherjee, Bloomberg Opinion | Monday October 5, 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: India Should Choose: Toyota or Pakora?
Business | 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: There's No Half-Rescuing A Zombie. Ask Yes Bank
Business | 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: Dewan Housing Will Be Test Case For "Haircut Salon" Approach
Business | Andy Mukherjee, Bloomberg Opinion | Friday November 22, 2019
Nearly nine-tenths of DHFL's Rs 84,000 crore($12 billion) in borrowing is secured against assets.
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: 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: 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: 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: 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.
................................ Advertisement ................................
................................ Advertisement ................................
