Andy's Feed
Apr 25, 2014

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

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

By Andy Mukherjee

SINGAPORE, April 25 (Reuters Breakingviews) – 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 21, 2014
via Breakingviews

Missing inflation could make Asian bonds frothier

Photo

By Andy Mukherjee

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

Asia’s inflation is missing. Analysts have been caught by surprise. If it isn’t found soon, the region’s frothy bond prices could get even higher.

Apr 21, 2014
via Breakingviews

Missing inflation could make Asian bonds frothier

Photo

By Andy Mukherjee

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

Asia’s inflation is missing. Analysts have been caught by surprise. If it isn’t found soon, the region’s frothy bond prices could get even higher.

Apr 15, 2014

India in depth: Modi may as well let states spend

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

(Refiles to fix template)

By Andy Mukherjee

SINGAPORE, April 15 (Reuters Breakingviews) – Narendra Modi
will have empty coffers greeting him.

Apr 11, 2014
via Breakingviews

Asian bond sizzle is a bet on deflationary fizzle

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By Andy Mukherjee

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

The Asian bond market is sizzling. But that doesn’t mean investors are being reckless. Rather, it might reflect growing worries that the global economy is fizzling into deflation.

Apr 11, 2014
via Breakingviews

Asian bond sizzle is a bet on deflationary fizzle

Photo

By Andy Mukherjee

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

The Asian bond market is sizzling. But that doesn’t mean investors are being reckless. Rather, it might reflect growing worries that the global economy is fizzling into deflation.

Apr 10, 2014
via Breakingviews

Japan index: Economy is ready to take on tax hike

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By Andy Mukherjee

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

The Breakingviews Abenomics Index climbed to a six-year high in February, suggesting the economy has enough strength to withstand this month’s sales tax increase. Wages and inflation expectations firmed up, while hopes of further monetary easing pushed bond yields lower.

Apr 8, 2014
via Breakingviews

Modi win is blow for Tesco, good for investors

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By Andy Mukherjee 

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

A win for Narendra Modi would be bad news for Tesco and its rivals, but good news for other investors. The Indian opposition leader’s party says it won’t allow foreign supermarkets to enter the country if it wins the general election. But that is just one discordant note in a manifesto that is sweet music to financial markets.

Mar 31, 2014
via Breakingviews

Triple defence will shield Japan from tax burden

Photo

By Andy Mukherjee

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

If history is a reliable guide, the Japanese economy will wilt when the country raises its sales tax on April 1. When Japan last increased the levy in 1997, consumer spending collapsed. But the three-pronged defence Prime Minister Shinzo Abe is putting in place makes a repeat doubtful.

Mar 31, 2014
via Breakingviews

Triple defence will shield Japan from tax burden

Photo

By Andy Mukherjee

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

If history is a reliable guide, the Japanese economy will wilt when the country raises its sales tax on April 1. When Japan last increased the levy in 1997, consumer spending collapsed. But the three-pronged defence Prime Minister Shinzo Abe is putting in place makes a repeat doubtful.

    • 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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