Andy's Feed
Aug 29, 2014

Global poverty needs a post-industrial definition

(The author is a Reuters Breakingviews columnist. The opinions
expressed are his own.)

By Andy Mukherjee

SINGAPORE, Aug 29 (Reuters Breakingviews) – Global poverty
needs a new, post-industrial definition.

Aug 26, 2014
via Breakingviews

Court order adds urgency to India’s coal crunch

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By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

India’s Supreme Court has added urgency to the country’s coal crunch. That may force the government to take steps to end the debilitating shortage which is holding back a much-needed manufacturing revival.

Aug 20, 2014
via Breakingviews

Fed adds urgency to Indonesia’s fuel reform test

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By Andy Mukherjee 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The U.S. Federal Reserve is adding urgency to Indonesian President-elect Joko “Jokowi” Widodo’s first big test: Rethinking the country’s massive energy subsidies.

Aug 14, 2014

India in depth: Modi’s payoff from labour reform

(The author is a Reuters Breakingviews columnist. The opinions
expressed are his own.)

By Andy Mukherjee

SINGAPORE, Aug 14 (Reuters Breakingviews) – Labour in India
looks set to get a much-needed new deal.

Aug 13, 2014
via Breakingviews

Japan’s GDP sacrifice is price well paid

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By Andy Mukherjee 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Japan’s GDP sacrifice is a fair price for much-needed fiscal correction.

The country’s output plunged an annualized 6.8 percent in the second quarter from the previous three months, according to the Cabinet Office’s preliminary reading. The decline, which stock market investors had expected and therefore largely ignored, was a direct consequence of the April 1 hike in Japan’s sales tax, the first since 1997. Raising the levy by 3 percentage points prompted households to curb spending by a massive 19 percent.

Aug 11, 2014

Wary India investors can wet their toes with REITs

(The author is a Reuters Breakingviews columnist. The opinions
expressed are his own.)

By Andy Mukherjee

SINGAPORE, Aug 11 (Reuters Breakingviews) – India’s
stagflation-scarred retail investors have a new reason to dip
their toes into the country’s capital markets: real-estate
investment trusts.

Aug 1, 2014

WTO failure weakens trade’s role as global glue

(The author is a Reuters Breakingviews columnist. The opinions
expressed are his own.)

By Andy Mukherjee

SINGAPORE, Aug 1 (Reuters Breakingviews) – India’s rejection
of a global trade pact throws fresh sand at an already creaking
wheel. International commerce is no longer seen as a byword for
growth, which puts the promised trillion-dollar gains from
removing barriers in doubt. The prospect for ambitious accords
is dimming.

Jul 22, 2014
via Breakingviews

Japan’s bond-hugging banks are pinning Abe down

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By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Japanese lenders’ outsized government bond holdings have Prime Minister Shinzo Abe in a chokehold. Unless banks shed the load now, they might try to dump the debt when the Bank of Japan stops printing money and causes bond prices to fall. A stampede could rattle the financial system and dent Abe’s anti-deflation campaign.

Jul 17, 2014
via Breakingviews

Asia’s solid exterior hides internal weakness

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By Andy Mukherjee 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Asian economies are becoming more resilient externally, but sputtering economic growth is weakening them from within.

Jul 7, 2014

India budget hinges on restart, repair, reform

(The author is a Reuters Breakingviews columnist. The opinions
expressed are his own.)

By Andy Mukherjee

SINGAPORE, July 7 (Reuters Breakingviews)- Investors have
very high hopes for the new pro-business Indian government’s
maiden budget on July 10. It has three priorities: restarting a
stalled investment cycle, repairing the government’s fiscal
health and reforming the supply side of the economy. Addressing
all three will be a daunting task. But with a mix of honesty and
creativity, Prime Minister Narendra Modi and his Finance
Minister Arun Jaitley just might pull it off.

    • About Andy

      "Andy Mukherjee covers Asian economies from Singapore. He joined from The Straits Times where he was a senior writer. Andy spent eight years at Bloomberg News, the last five as an Asia columnist. In 2004, and again in 2006, he was awarded the second prize for outstanding commentary writing by the New York-based South Asian Journalists' Association. He left Bloomberg to join a start-up business television station in Mumbai where he was the executive editor until 2010. Andy has an undergraduate degree in journalism from University of Delhi."
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