Opinion: Bank Mergers No Silver Bullet, Gains May Take Years To Show

Andy Mukherjee, Bloomberg Opinion | Monday September 02, 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

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

Andy Mukherjee, Bloomberg Opinion | Thursday July 04, 2019

From consumption and private investment to exports, no cylinders are firing. Government spending is therefore the only hope.

Opinion: Jet's Banks Finally Accept The Airline Is Dead

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

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: Zee Crisis Shows IL&FS Impact Beyond Finance

Andy Mukherjee, Bloomberg Opinion | Tuesday January 29, 2019

Although the stake-sale plan has been known for a while, the official explanation so far was that Zee wanted a partner to become a -global media-tech player.-

Opinion: After Big Exit, The Assault On RBI's Autonomy Is Just Starting

Andy Mukherjee, Bloomberg Opinion | Friday December 21, 2018

Their first move, unveiled Thursday, is an innocuous - even laudable - infusion of 410 billion rupees ($5.9 billion) into troubled state-run lenders, bumping up this fiscal year's outlay for bank recapitalization by 63 percent to 1.06 trillion rupees.

Opinion: India Misses Wake-Up Call From IL&FS Crisis

Andy Mukherjee, Bloomberg Opinion | Monday November 26, 2018

After IL&FS blew up, the funding market froze, and the credit industry cried mommy, begging the central bank to act as the lender of the last resort.

Opinion: India's Mutual Fund Carnage Shows Peril Of Ignoring Liquidity

Andy Mukherjee, Bloomberg Opinion | Friday October 12, 2018

Individual investors started returning to collective investment vehicles after the 2014 general elections, hoping for a reset to an economy held back by corruption scandals and policy paralysis. They doubled down after Prime Minister Narendra Modi's shock November 2016 currency ban pulled 86 percent of people's cash into bank accounts.

Opinion: Amazon's Real Rival In India Isn't Walmart, It's Mukesh Ambani

Andy Mukherjee, Bloomberg Opinion | Thursday August 16, 2018

India is pegged to be a $1 trillion digital economy by 2025, and Bezos, Ambani, and Walmart-Flipkart all want a piece of the action.

Opinion: IDBI Deal Is Money Down The Drain For Life Insurance Corporation

Andy Mukherjee, Bloomberg Opinion | Tuesday June 26, 2018

If LIC cares about its fiduciary responsibility to policyholders, it will pass this one up. But then, it can never say no to New Delhi. LIC already owns about 11 percent of IDBI, thanks to its previous participation in rescue missions.

Opinion: Bad Bank Politically Expedient Before 2019 Polls, But A Bad Idea

Andy Mukherjee, Bloomberg Opinion | Tuesday June 12, 2018

The proposal to set up a bad bank looked senseless even when it was first mooted in early 2016. It looked downright silly when the finance ministry floated the idea of raiding the central bank's reserves to run the rehab clinic for toxic debt.

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