Andy's Feed
May 20, 2014

India in depth: Voters junked a model, not party

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

By Andy Mukherjee

SINGAPORE, May 20 (Reuters Breakingviews) – In handing its
worst-ever defeat to Sonia Gandhi’s Congress Party, Indian
voters have not only rejected a dynastic cabal and its clumsy
governance, but they have also junked its deeply cynical
economic ideology.

May 19, 2014

A to-do list for India’s new government

(The authors are Reuters Breakingviews columnists. The
opinions expressed are their own.)

By Quentin Webb and Andy Mukherjee

LONDON/SINGAPORE, May 19 (Reuters Breakingviews) – India’s
top economic priority is reviving investment and growth.
Following its staggering landslide victory, Narendra Modi’s
Bharatiya Janata Party (BJP) has a mandate for real reform.
Still, quick successes are needed to sustain political and
market momentum. The pro-business former chief minister of
Gujarat state should start with infrastructure, tax, and
banking.

May 16, 2014
via Breakingviews

Modi’s big win gives India way out of policy limbo

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By Andy Mukherjee 

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

Indian voters have just handed Narendra Modi their most decisive mandate in 30 years. The opposition politician’s landslide win ends a tortuous era of coalition politics that has stymied policymaking. It also offers India a way out of its current limbo.

May 13, 2014
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Japan index: Wages bigger worry than spending

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By Andy Mukherjee

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

With the sales tax rising from April 1, the shopping spree that pushed the Breakingviews Abenomics Index to a 12-year high in March has ended. But sluggish wages are a bigger threat than a consumption freeze. If pay disappoints, the spending gloom may become more persistent.

May 12, 2014
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Australia’s mistimed austerity could boomerang

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By Andy Mukherjee 

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

Australians are bracing themselves for what is being billed as the toughest government budget in 20 years. But untimely austerity could boomerang on the country’s shaky economy.

May 6, 2014
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India’s wobbly economy needs a factory revival

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By Andy Mukherjee

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

India needs a factory revival to boost its growth prospects. The country’s economy is unsteadily perched on software exports, hot money inflows and outsized fiscal transfers to villages. All three end up making the country’s exchange rate and labour uncompetitive. That shortens the fourth leg of the stool: manufacturing.

Apr 28, 2014
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Abe’s small hits weightier than big trade miss

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By Andy Mukherjee 

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

Shinzo Abe’s big miss in prizing open Japan’s farm economy is making investors needlessly glum. The prime minister’s smaller recent successes, from thawing out frozen land and labour markets to reining in healthcare costs, add up to a strong reform push.

Apr 28, 2014
via Breakingviews

Abe’s small hits weightier than big trade miss

Photo

By Andy Mukherjee 

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

Shinzo Abe’s big miss in prizing open Japan’s farm economy is making investors needlessly glum. The prime minister’s smaller recent successes, from thawing out frozen land and labour markets to reining in healthcare costs, add up to a strong reform push.

Apr 25, 2014
via Breakingviews

Review: India’s Singh wasn’t king, Modi could be

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By Andy Mukherjee

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

Everything except the title of Sanjaya Baru’s “The Accidental Prime Minister” has invited controversy. And the title escaped opprobrium only because Manmohan Singh, who has never won an election, was the first to acknowledge that his elevation to India’s top political job was an accident of history.

Apr 25, 2014
via Breakingviews

Review: India’s Singh wasn’t king, Modi could be

Photo

By Andy Mukherjee

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

Everything except the title of Sanjaya Baru’s “The Accidental Prime Minister” has invited controversy. And the title escaped opprobrium only because Manmohan Singh, who has never won an election, was the first to acknowledge that his elevation to India’s top political job was an accident of history.

    • 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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