-
Columnists
-
Bloggers
-
Opinion: Somebody Should Send Axis Bank's Board a Thank-You Note
Axis Bank's board, which should have spent at least the past year looking for new leadership, now wants permission to cling on to Shikha Sharma until December; apparently it can't find a replacement by end of May.
- Andy Mukherjee, Bloomberg Gadfly
- Apr 11, 2018 14:08 pm IST
-
Opinion: Uber's India Doom Is Written In The (Selfies With) Stars: Gadfly
Bollywood actor Shahrukh Khan is the new Taj Mahal.
- Andy Mukherjee, Bloomberg Gadfly
- Mar 26, 2018 14:13 pm IST
-
Opinion: What Mukesh Ambani Is Doing With Jio Isn't Rocket Science
India's telecom industry is in turmoil, and depending on whom you ask, one man deserves all the credit or all the blame.
- Andy Mukherjee, Bloomberg Gadfly
- Mar 20, 2018 10:36 am IST
-
Opinion: Shame On You Crazy Diamond Bankers. PNB Was No Lone Wolf
It's disingenuous to think that India's biggest banking fraud was just one bent officer in a bumbling state-run lender enriching an uncle-nephew pair of greedy diamond merchants. That's the spin Punjab National Bank is trying to put on the $1.8 billion scam that went on for seven years.
- Andy Mukherjee, Bloomberg Gadfly
- Feb 22, 2018 15:30 pm IST
-
Opinion: Investing in India? Better Call Your Tax Lawyer First
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.
- Andy Mukherjee, Bloomberg Gadfly
- Feb 02, 2018 19:17 pm IST
-
Opinion: Mukesh Ambani's Brotherly Love For Anil In Range Of $3 Billion
Must the tap of brotherly love turn off at 68 cents on the dollar?
- Andy Mukherjee, Bloomberg Gadfly
- Jan 04, 2018 19:57 pm IST
-
Opinion: Bitcoin As Money? Here's A Roadmap For How It'll Happen: Gadfly
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."
- Andy Mukherjee, Bloomberg Gadfly
- Dec 21, 2017 08:37 am IST
-
Opinion: The Contrasting Telecom Fortunes Of Mukesh And Anil Ambani
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.
- Andy Mukherjee, Bloomberg Gadfly
- Nov 21, 2017 11:10 am IST
-
Opinion: Mukesh Ambani's Softly, Softly Online Plan May Outsmart Amazon
The $200 billion e-commerce market Morgan Stanley is forecasting for India by 2027 just got a new contender -- with a very different plan.
- Andy Mukherjee, Bloomberg Gadfly
- Nov 17, 2017 08:37 am IST
-
Opinion: India's Money Helicopter Flew Wrong Way With Cash Ban
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.
- Andy Mukherjee, Bloomberg Gadfly
- Nov 08, 2017 11:11 am IST
-
Opinion: Ambani's Next 100 Million Jio Customers Won't Be As Easy
If Ambani can double the number of subscribers, and get at least $4 from each of them, investors who endured seven lean years will get a decent harvest.
- Andy Mukherjee, Bloomberg Gadfly
- Feb 23, 2017 09:56 am IST
-
Opinion: Indian IT Was On The Brink Even Before Trump's Shove
Infosys and TCS, historically among the top three visa sponsors, would either have to increase wages, or settle for a much reduced scale of business in their most important market.
- Andy Mukherjee, Bloomberg Gadfly
- Feb 03, 2017 12:02 pm IST
-
Opinion: Patanjali Effect Is Huge. What Baba Ramdev Could Do To Grow Even More
This month, Patanjali won a two-notch credit rating upgrade from ICRA, the India affiliate of Moody's Investors Service. So far, the company has just $47 million in borrowings.
- Andy Mukherjee, Bloomberg Gadfly
- Jan 19, 2017 15:56 pm IST
-
Opinion: Pumped-Up Mukesh Ambani Is Ready To Pounce On Indian Rivals: Foreign Media
Ambani has all but completed massive investments in his petrochemicals empire, whose cash flows give him the firepower to promote and expand his new fourth-generation mobile service.
- Andy Mukherjee, Bloomberg Gadfly
- Dec 27, 2016 09:58 am IST
-
Opinion: India's War On Cash Needed A Very Different Approach: Foreign Media
Fewer than 10 percent of Indians have ever used any kind of non-cash payment instrument. Less than 3 percent of the value transacted in the year ending March 2014 used cards.
- Andy Mukherjee, Bloomberg Gadfly
- Dec 20, 2016 08:25 am IST
-
Opinion: There's No Magic $45 Billion Behind India's Dry ATMs: Foreign Media
The demonetization of India's existing stock of 500 and 1,000 rupee notes has spawned a number of such apocryphal tales, one of which is a $45 billion bonanza for the government.
- Andy Mukherjee, Bloomberg Gadfly
- Nov 15, 2016 10:30 am IST
-
Opinion: Opinion: Three Figures Tata's Successor Needs For Job Interview
If the position in question is chairman of Tata Group, there might be three figures - $40 billion; 2020; and 250 basis points.
- Andy Mukherjee, Bloomberg Gadfly
- Nov 04, 2016 12:05 pm IST
-
Opinion: Mukesh Ambani, India Needs You To Keep Spending: Foreign Media
India's richest tycoon is also the country's most optimistic spender. Every project into which Ambani is pumping money is close to fruition, meaning he could sit back and savor the rewards.
- Andy Mukherjee, Bloomberg Gadfly
- Oct 21, 2016 10:21 am IST
-
Opinions: Indian Software Died Today, Look At TCS, Infy: Foreign Media
The first hint that the end was near came when TCS announced a virtual stalling of its business in the September quarter. Infosys followed up by slashing its full-year revenue guidance for the second time in three months.
- Andy Mukherjee, Bloomberg Gadfly
- Oct 14, 2016 12:23 pm IST