Andy's Feed
Feb 26, 2014
via Breakingviews

Japan bond investors’ overseas trip may flop again

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By Andy Mukherjee 

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

Japanese bond investors’ latest overseas trip might flop, just like last summer’s foray. That’s bad news for the investors and for Tokyo’s anti-deflation campaign.

Feb 25, 2014

Emerging market fitness plan: Diet, workout, pill

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

By Andy Mukherjee

SINGAPORE, Feb 25 (Reuters Breakingviews) – Emerging markets
are health cheats. Most deny they are addicted to hot money
until they are in intensive care with doctors from the
International Monetary Fund hovering over them. Some, like
Argentina, even fiddle with vital health scores to avoid
confronting bad news. India professes to be shocked, shocked at
the prospect of a credit ratings downgrade.

Feb 24, 2014
via Breakingviews

G20’s growth pledge is missing a demand booster

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By Andy Mukherjee

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

The G20’s promise to add an extra 2 percentage points to global GDP is missing a crucial demand booster.

Feb 24, 2014
via Breakingviews

G20’s growth pledge is missing a demand booster

Photo

By Andy Mukherjee

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

The G20’s promise to add an extra 2 percentage points to global GDP is missing a crucial demand booster.

Feb 19, 2014

India in depth: Investors want realism, get magic

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

By Andy Mukherjee

SINGAPORE, Feb 19 (Reuters Breakingviews) – Investors tuned
in to Indian Finance Minister P. Chidambaram’s last budget
speech expecting realism. They got treated to a magic show
instead.

Feb 17, 2014
via Breakingviews

India graft baiter’s exit raises political risk

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By Andy Mukherjee

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

India’s anti-graft crusader has beaten a hasty retreat from political power. That makes the country riskier for investors.

Feb 11, 2014
via Breakingviews

Japan index: Trade gap, muted wages raise risks

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By Andy Mukherjee

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

The Breakingviews Abenomics Index improved for the fourth straight month in December. But it masks two risks. A vanishing current account surplus means relying on foreigners to finance bloated public spending. Besides, struggling wage growth could stall private consumption.

Feb 10, 2014
via Breakingviews

Age shifts weaken global economy’s shock absorbers

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By Andy Mukherjee

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

The world economy has become more fragile. And it’s not just that the stimulus-driven recovery from the 2008 crisis has been anaemic and incomplete. Another worrying trend is the shift in the age structure of the global population which may have eroded some of the crucial shock absorbers.

Jan 28, 2014
via Breakingviews

Exportless recovery adds to emerging market risks

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By Andy Mukherjee

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

The devaluation of the Argentine peso has shaken investors. It’s not exactly an emerging market crisis, but cracks are beginning to emerge in the cheery consensus about the global economy’s prospects in 2014.

Jan 22, 2014

India’s inflation goal needs tougher central bank

(Refiles with no change to text)

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

By Andy Mukherjee

SINGAPORE, Jan 22 (Reuters Breakingviews) – Raghuram Rajan
is finally getting his wish: inflation targeting is coming to
India. But while a resolve to tame price growth to 4 percent a
year is laudable, the target won’t be credible unless the
country’s central bank is free to punish inflationary fiscal
policies with higher interest rates.

    • 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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