Andy's Feed
Oct 8, 2014
via Breakingviews

Asian fight against capital flight helps dollar

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By Andy Mukherjee

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

The U.S. dollar could be the winner of Asia’s fight against capital flight. The world economy might be the loser.

Oct 6, 2014
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China has two bad role models on dealing with debt

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By Andy Mukherjee

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

Economies binging on leverage are all alike – fast-growing and happy. But each country struggling to pay down debt is unhappy in its own way.

Sep 25, 2014

Modi has six months to save “Make in India” drive

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

By Andy Mukherjee

SINGAPORE, Sept 25 (Reuters Breakingviews) – India’s top
court has cancelled the allocation of mines that produce a tenth
of its coal. The blow to power, metal and cement companies
worsens the energy deficit. If Prime Minister Narendra Modi does
not find a solution by April, his efforts to boost manufacturing
will suffer.

Sep 17, 2014

India in depth: How not to get swamped by capital

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

By Andy Mukherjee

SINGAPORE, Sept 17 (Reuters Breakingviews) – Indian Prime
Minister Narendra Modi’s “Make in India” campaign has won some
early backers. Japan has committed $34 billion of infrastructure
and manufacturing investment over the next five years. Beijing
could pledge another $100 billion over a similar timeframe, the
Times of India reported ahead of Chinese President Xi Jinping’s
India visit this week.

Sep 11, 2014

Rich nations’ import crunch creates durable drag

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

By Andy Mukherjee

SINGAPORE, Sept 11 (Reuters Breakingviews) – The import
crunch in rich nations has become a durable drag for the
emerging markets which supply them. The slowdown could restrain
exporters’ growth for several years.

Sep 5, 2014
via Breakingviews

South Korea repeats Sweden’s monetary mistake

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By Andy Mukherjee 

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

South Korea’s finance minister has warned that the economy is entering “an early stage of deflation”. His admonition should stir the country’s central bank from slumber.

Sep 3, 2014

Modinomics has many promises to keep

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

By Andy Mukherjee

SINGAPORE, Sept 3 (Reuters Breakingviews) – Narendra Modi
has many promises to keep. India’s new prime minister spent his
first 100 days in office greasing the creaky wheels of
bureaucracy. But with the economy getting back on track and a
$34 billion investment commitment from Japan in the bag, he must
now start delivering on big-ticket reforms.

Sep 2, 2014

Japan’s $34 bln pledge unmasks Modi’s growth ploy

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

By Andy Mukherjee

SINGAPORE, Sept 2 (Reuters Breakingviews) – The new Indian
leader has bagged a fat five-year investment commitment from his
Japanese counterpart. India will buy foreign-made equipment in
return for creating local jobs. Japan’s promise will embolden
Narendra Modi to look for similar deals with China and others.

Aug 29, 2014
via Breakingviews

Global poverty needs a post-industrial definition

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By Andy Mukherjee

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

Global poverty needs a new, post-industrial definition.

The $1-a-day threshold, the most-often cited marker of penury, is an anachronistic legacy from the time when being able to fill a human stomach could be reasonably equated with putting raw manpower to productive use in farms, factories and on construction sites.

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.

    • 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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