Andy's Feed
Apr 23, 2015
via Breakingviews

Japan stocks can rise beyond symbolic Nikkei high

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

For market indices, round numbers have little more than symbolic meaning. Even so, the Nikkei 225 index’s first close above 20,000 in 15 years is a significant benchmark for Japanese stocks. The last time the gauge scaled that peak in April 2000, it dropped by a third in the subsequent eight months. There are at least three reasons to expect a more cheery outcome this time around.

Apr 22, 2015

India in depth: A race to write cheques

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

By Andy Mukherjee

SINGAPORE, April 22 (Reuters Breakingviews) – Indian states
are preparing for a $30 billion tax windfall this fiscal year.
It’s an unexpectedly generous bounty from New Delhi, and not
many of the 29 sub-national governments know exactly how to
spend the funds. Eventually, though, a healthy cheque-writing
contest will begin, giving a durable boost to the broader
economy.

Apr 20, 2015
via Breakingviews

China’s road to West is paved with bold intention

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

China is paving a new, shorter route to Europe with bold intention. During his two-day visit to Islamabad this week, President Xi Jinping is expected to give the go-ahead to $46 billion of investment in an energy and transport corridor between the restive western Chinese region of Xinjiang and the deep sea port of Gwadar on Pakistan’s southern coast.

Apr 20, 2015
via Breakingviews

China’s road to West is paved with bold intention

Photo

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

China is paving a new, shorter route to Europe with bold intention. During his two-day visit to Islamabad this week, President Xi Jinping is expected to give the go-ahead to $46 billion of investment in an energy and transport corridor between the restive western Chinese region of Xinjiang and the deep sea port of Gwadar on Pakistan’s southern coast.

Apr 16, 2015
via Breakingviews

Lightness of China growth is short of unbearable

Photo

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

Not only is China slowing rapidly, but GDP expansion on the mainland is also increasingly “import-lite.” That’s a double whammy for the world. Fortunately, though, the People’s Republic has good reasons to avoid weakening the yuan to crank up exports. The consequences of such a move would be ugly for the global economy.

Apr 16, 2015
via Breakingviews

Lightness of China growth is short of unbearable

Photo

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

Not only is China slowing rapidly, but GDP expansion on the mainland is also increasingly “import-lite.” That’s a double whammy for the world. Fortunately, though, the People’s Republic has good reasons to avoid weakening the yuan to crank up exports. The consequences of such a move would be ugly for the global economy.

Apr 14, 2015
via Breakingviews

Singapore’s war on deflation hobbled by bubble

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

Singapore’s central bank has good reasons to delay easing monetary policy, even though doing so appears squeamish for a small economy battling weak global demand and low prices.

Apr 10, 2015
via Breakingviews

Capital forsakes Asia’s reform-shy economies

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

Private capital looks to have fled Asia to the tune of $160 billion dollars in 2014, leaving the region’s central banks scrambling for dollars to add to their reserves. Those economies doing most to reform, like India and Indonesia, seem the best at keeping investors keen.

Apr 8, 2015
via Breakingviews

Japan index: BOJ plays a risky waiting game

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

The Bank of Japan can choose to delay stimulus by a few more months, as it did on April 8, but it can’t altogether dismiss the growing calls to ease monetary policy.

Apr 8, 2015
via Breakingviews

Japan index: BOJ plays a risky waiting game

Photo

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

The Bank of Japan can choose to delay stimulus by a few more months, as it did on April 8, but it can’t altogether dismiss the growing calls to ease monetary policy.

    • 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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