Andy Mukherjee Bloomberg Opinion

Opinion: Budget 2023 - What To Expect From PM Modi

Andy Mukherjee, Bloomberg Opinion | Friday January 20, 2023

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...

Opinion: Digital Currency Needs To Feel Real. Here's The Reason Why

Andy Mukherjee, Bloomberg Opinion | Monday December 12, 2022

Some of the early CBDC experimenters like China, Sweden and South Korea have already moved away from physical cash to a large extent.

Opinion: India's Stocks Are Yet to Feel The Pinch Of Higher Rates

Andy Mukherjee, Bloomberg Opinion | Friday October 21, 2022

India's valuation gap over other emerging markets is an "eye-watering" 3 standard deviations higher than the historical average.

Opinion: Police Tactics Are Chilling India's Crypto Winter Further

Andy Mukherjee, Bloomberg Opinion | Thursday August 11, 2022

If success has many fathers, then a crypto exchange in the eye of a money-laundering storm has become an orphan.

Opinion: Why RBI Put A Stop To "Buy Now, Pay Later"

Andy Mukherjee, Bloomberg Opinion | Tuesday June 28, 2022

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.

Opinion: The Centuries-Old Financial System Better Than Reckless New DeFi

Andy Mukherjee, Bloomberg Opinion | Tuesday June 21, 2022

In the history of dangerous naivety, the decentralized finance mania of 2021 will hold its own against the 2007 boom in collateralized debt obligations.

Opinion: The World's Best Stablecoin Has Advice For Newbies

Andy Mukherjee, Bloomberg Opinion | Tuesday May 17, 2022

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.

Opinion: RBI Has Stopped Being In Denial, Now Needs To Hike Rates More

Andy Mukherjee, Bloomberg Opinion | Thursday May 05, 2022

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.

Opinion: A Mega-Merger That Makes Sense For Both HDFC And HDFC Bank

Andy Mukherjee, Bloomberg Opinion | Wednesday April 06, 2022

After 45 years in business, the underwriter of homes for millions of Indians is moving in with its 28-year-old banker offspring.

Opinion: Amazon Learns It Cannot Beat Mukesh Ambani On His Home Turf

Andy Mukherjee, Bloomberg Opinion | Wednesday March 16, 2022

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.

Opinion: Digital Rupee Needs More Thought, Less Haste

Andy Mukherjee, Bloomberg Opinion | Tuesday February 08, 2022

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.

Opinion: Why Nirmala Sitharaman's Budget Is Risky

Andy Mukherjee, Bloomberg Opinion | Wednesday February 02, 2022

The pandemic has deepened inequality by boosting the profits and incomes of a tiny section of firms and households.

Opinion:11 Big Trade Deals For India Under Manmohan Singh. None After.

Andy Mukherjee, Bloomberg Opinion | Monday January 17, 2022

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

Opinion: Paytm's Mega IPO And What World's Top Asset Manager Sees In It

Andy Mukherjee, Bloomberg Opinion | Friday November 05, 2021

In its most recent quarter, however, Paytm ended up with a 27 rupees surplus on the same 100 rupees revenue

Opinion: A Generation Heads Straight For Crypto In Indian Cities, Towns

Andy Mukherjee, Bloomberg Opinion | Monday October 18, 2021

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.

OPINION