Andy's Feed
May 13, 2014
via Breakingviews

Japan index: Wages bigger worry than spending

Photo

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
via Breakingviews

Australia’s mistimed austerity could boomerang

Photo

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
via Breakingviews

India’s wobbly economy needs a factory revival

Photo

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
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 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

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.

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.

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.

    • 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."
    • Follow Andy