Andy's Feed
Sep 3, 2015
via Breakingviews

Deepening economic ties belie China-Japan tension

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

Hostility between Asia’s two biggest economies is bubbling up again. But commercial logic is pulling in the other direction: Japan’s economic success increasingly depends on China, and vice versa.

On Sept. 3, geopolitics seems to be trumping economics. China’s huge military parade to mark 70 years since the end of World War Two is a well-timed nationalistic jamboree at a difficult juncture for the Chinese economy.

Sep 2, 2015
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India beats timely retreat from fiscal tyranny

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

India is holding out an olive branch to jittery global investors. Scrapping a flawed plan to tax foreign fund managers’ past profit marks a welcome truce in the battle over retrospective fiscal demands. But to keep its promise to end “tax terrorism,” the government also has to end disputes with Vodafone and Cairn Energy.

Sep 2, 2015
via Breakingviews

India beats timely retreat from fiscal tyranny

Photo

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

India is holding out an olive branch to jittery global investors. Scrapping a flawed plan to tax foreign fund managers’ past profit marks a welcome truce in the battle over retrospective fiscal demands. But to keep its promise to end “tax terrorism,” the government also has to end disputes with Vodafone and Cairn Energy.

Aug 26, 2015
via Breakingviews

Impossible trinity gives China a difficult choice

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

Beijing can bend the laws of economics, but it can’t break them. The central bank’s impressive foreign currency war chest gives China the room to muddle through between three objectives: lower interest rates, a stable yuan, and a reasonably open capital account. But reconciling what economists have dubbed the “impossible trinity” is beyond the grasp of even the People’s Republic.

Aug 26, 2015
via Breakingviews

Impossible trinity gives China a difficult choice

Photo

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

Beijing can bend the laws of economics, but it can’t break them. The central bank’s impressive foreign currency war chest gives China the room to muddle through between three objectives: lower interest rates, a stable yuan, and a reasonably open capital account. But reconciling what economists have dubbed the “impossible trinity” is beyond the grasp of even the People’s Republic.

Aug 21, 2015
via Breakingviews

Asian capital controls are a real risk once again

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

Asian capital controls are becoming a real risk once again. For the first time in 17 years, the notion that governments might curb money outflows is more than just a theoretical possibility.

Aug 18, 2015
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Bangkok attack shakes Thai economy’s last support

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

The deadly Bangkok bomb attack that has claimed at least 22 lives has also badly shaken the main source of support for the Thai economy: tourism.

Aug 18, 2015
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Bangkok attack shakes Thai economy’s last support

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

The deadly Bangkok bomb attack that has claimed at least 22 lives has also badly shaken the main source of support for the Thai economy: tourism.

Aug 13, 2015
via Breakingviews

China’s currency could fall another 5 percent

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

The yuan might be going back in time, regardless of China’s remonstrations to the contrary. It’s already about halfway there. A weak economy and faltering prices hold enough hints that Beijing may not mind if the currency loses another 5 percent of its value against the U.S. dollar.

Aug 13, 2015
via Breakingviews

China’s currency could fall another 5 percent

Photo

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

The yuan might be going back in time, regardless of China’s remonstrations to the contrary. It’s already about halfway there. A weak economy and faltering prices hold enough hints that Beijing may not mind if the currency loses another 5 percent of its value against the U.S. dollar.

    • 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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