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Columnists
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Bloggers
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Opinion: Budget 2023 - What To Expect From PM Modi
PM Modi's core economic agenda is to promote India as a rival manufacturing destination to China. He has sought to achieve this by incentivizing private factory expenditure and allocating more state resources to infrastructure, particularly rail and road. uncertain global demand and lackluster domestic consumption may keep a lid on private investment. The Indian gov...
- Andy Mukherjee, Bloomberg Opinion
- Jan 20, 2023 11:42 am IST
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Opinion: Digital Currency Needs To Feel Real. Here's The Reason Why
Some of the early CBDC experimenters like China, Sweden and South Korea have already moved away from physical cash to a large extent.
- Andy Mukherjee, Bloomberg Opinion
- Dec 12, 2022 10:32 am IST
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Opinion: India's Stocks Are Yet to Feel The Pinch Of Higher Rates
India's valuation gap over other emerging markets is an "eye-watering" 3 standard deviations higher than the historical average.
- Andy Mukherjee, Bloomberg Opinion
- Oct 21, 2022 10:51 am IST
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Opinion: Police Tactics Are Chilling India's Crypto Winter Further
If success has many fathers, then a crypto exchange in the eye of a money-laundering storm has become an orphan.
- Andy Mukherjee, Bloomberg Opinion
- Aug 11, 2022 08:45 am IST
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Opinion: Why RBI Put A Stop To "Buy Now, Pay Later"
It seems that India's central bank is no fan of "buy now, pay later." But then, the regulators irritation with this newish fad in consumer finance is wholly understandable.
- Andy Mukherjee, Bloomberg Opinion
- Jun 28, 2022 11:31 am IST
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Opinion: The Centuries-Old Financial System Better Than Reckless New DeFi
In the history of dangerous naivety, the decentralized finance mania of 2021 will hold its own against the 2007 boom in collateralized debt obligations.
- Andy Mukherjee, Bloomberg Opinion
- Jun 21, 2022 10:43 am IST
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Opinion: The World's Best Stablecoin Has Advice For Newbies
The celestial algorithm that keeps the moon in its orbit around the earth clearly works a lot better than the one that governed Luna and Terra.
- Andy Mukherjee, Bloomberg Opinion
- May 17, 2022 13:29 pm IST
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Opinion: RBI Has Stopped Being In Denial, Now Needs To Hike Rates More
In trying to squeeze one last drop of output from an empty barrel of monetary elixir, India's central bank made the serious mistake of not only ignoring the country's inflation buildup, but pretending that it didn't exist.
- Andy Mukherjee, Bloomberg Opinion
- May 05, 2022 13:17 pm IST
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Opinion: A Mega-Merger That Makes Sense For Both HDFC And HDFC Bank
After 45 years in business, the underwriter of homes for millions of Indians is moving in with its 28-year-old banker offspring.
- Andy Mukherjee, Bloomberg Opinion
- Apr 06, 2022 10:18 am IST
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Opinion: Amazon Learns It Cannot Beat Mukesh Ambani On His Home Turf
In the end, Indian billionaire Mukesh Ambani settled the dispute over who gets to own the assets of beleaguered Future Retail Ltd. not in an arbitration tribunal in Singapore, or in a courtroom in New Delhi, but in a shopping aisle.
- Andy Mukherjee, Bloomberg Opinion
- Mar 16, 2022 12:13 pm IST
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Opinion: Digital Rupee Needs More Thought, Less Haste
India has surprised the payments world by announcing that its central bank will issue a digital currency as early as the coming financial year, a crucial decision that most other major economies are refusing to make in a hurry.
- Andy Mukherjee, Bloomberg Opinion
- Feb 08, 2022 10:09 am IST
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Opinion: Why Nirmala Sitharaman's Budget Is Risky
The pandemic has deepened inequality by boosting the profits and incomes of a tiny section of firms and households.
- Andy Mukherjee, Bloomberg Opinion
- Feb 02, 2022 11:12 am IST
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Opinion:11 Big Trade Deals For India Under Manmohan Singh. None After.
India entered 11 trade agreements in the 10 years under previous Prime Minister Manmohan Singh. On Modi's watch, it hasn't signed even one
- Andy Mukherjee, Bloomberg Opinion
- Jan 17, 2022 12:58 pm IST
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Opinion: Paytm's Mega IPO And What World's Top Asset Manager Sees In It
In its most recent quarter, however, Paytm ended up with a 27 rupees surplus on the same 100 rupees revenue
- Andy Mukherjee, Bloomberg Opinion
- Nov 05, 2021 13:19 pm IST
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Opinion: A Generation Heads Straight For Crypto In Indian Cities, Towns
In hundreds of India's small cities and towns, a generation that has hardly had any experience with stocks and bonds is heading straight for Bitcoin, Ethereum, Cardano and Solana.
- Andy Mukherjee, Bloomberg Opinion
- Oct 18, 2021 10:06 am IST
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Opinion: Zomato's Pricey IPO Has Arrived Hot, Beating Other Unicorns
At the top of the indicated price range, the app will have a market value of almost $8 billion, or 45% more than Jubilant Foodworks.
- Andy Mukherjee, Bloomberg Opinion
- Jul 13, 2021 11:50 am IST
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How Did A Startup Win A Rare Banking License In India?
BharatPe, a barely three-year-old payments startup, is going to be the half-owner of a bank in India - a prize that has eluded many of the country's pedigreed tycoons.
- Andy Mukherjee, Bloomberg Opinion
- Jun 21, 2021 10:34 am IST
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Colgate Numbers Show Why India Inc's Profits Won't Survive Costs, Covid
The toothpaste makers results this week offer a fresh look at a puzzle: the Indian stock markets apparent disregard for the country's worst humanitarian disaster in almost 75 years.
- Andy Mukherjee, Bloomberg Opinion
- May 21, 2021 16:20 pm IST
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Opinion: RBI Is Having A Tough Time With Government Bonds
Even though the rupee is the best emerging-market currency so far this year, 6% isn't adequate risk compensation for 10-year notes.
- Andy Mukherjee, Bloomberg Opinion
- Mar 24, 2021 10:27 am IST
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Opinion: Hungry Fund Managers Angry With India, Want SEBI To Make A Fix
Global investors are urging the Securities and Exchange Board of India to fix the upstairs market.
- Andy Mukherjee, Bloomberg Opinion
- Mar 15, 2021 11:09 am IST