Andy's Feed
Jul 15, 2015
via Breakingviews

China GDP surprise leaves central bank on the hook

Photo

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

China’s central bank is still on the hook, even after surprisingly strong second-quarter growth.

Jul 8, 2015

Asia needs to print cash to mop up oil slick

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

By Andy Mukherjee

SINGAPORE, July 8(Reuters Breakingviews) – Asia might need
to print new cash to mop up the oil spill. Deflation risks in
the region are rising with falling crude prices. Stuffing
freshly minted money into the bank accounts of indebted
households could be more effective than coaxing banks to finance
new investment.

Jul 3, 2015
via Breakingviews

Life after default: Malaysia’s tips for Greece

Photo

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

As he prepares for a referendum that could determine Greece’s future in the euro zone, Prime Minister Alexis Tsipras could seek some inspiration from Mahathir Mohamad, Malaysia’s leader during the 1998 financial crisis. Breakingviews imagines a conversation between the two.

Jul 3, 2015
via Breakingviews

Life after default: Malaysia’s tips for Greece

Photo

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

As he prepares for a referendum that could determine Greece’s future in the euro zone, Prime Minister Alexis Tsipras could seek some inspiration from Mahathir Mohamad, Malaysia’s leader during the 1998 financial crisis. Breakingviews imagines a conversation between the two.

Jun 24, 2015

India in depth: Modi’s big bet on housing

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

By Andy Mukherjee

SINGAPORE, June 24 (Reuters Breakingviews) – India’s prime
minister is betting big on housing. Narendra Modi wants the
state to help finance 20 million new homes for the poor in seven
years. It won’t be an easy target: Overextended developers will
struggle to raise capital, acquire land, obtain regulatory
approvals and procure labour. But success would mean roughly
$250 billion in new investment and a boost to rapid
urbanisation.

Jun 19, 2015
via Breakingviews

Missing motorbikes point to Indonesian demand hole

Photo

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

Indonesia’s missing motorcycles point to a deepening demand hole in Southeast Asia’s biggest economy. What’s more worrying for investors is that President Joko Widodo has so far done little to fill it.

Jun 19, 2015
via Breakingviews

Missing motorbikes point to Indonesian demand hole

Photo

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

Indonesia’s missing motorcycles point to a deepening demand hole in Southeast Asia’s biggest economy. What’s more worrying for investors is that President Joko Widodo has so far done little to fill it.

Jun 16, 2015
via Breakingviews

Fed might fret about emerging market “spillback”

Photo

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

The U.S. Federal Reserve didn’t lose much sleep about the spillover effects of its easy-money policies on the rest of the world. But when it starts raising interest rates, the central bank might very well fret about spillback.

Jun 16, 2015
via Breakingviews

Fed might fret about emerging market “spillback”

Photo

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

The U.S. Federal Reserve didn’t lose much sleep about the spillover effects of its easy-money policies on the rest of the world. But when it starts raising interest rates, the central bank might very well fret about spillback.

Jun 8, 2015
via Breakingviews

Japan’s GDP lift is bounty from currency war

Photo

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

The unexpectedly large jump in Japan’s first-quarter GDP happened almost entirely because its exporters have joined in a race to the bottom by major trade currencies. Whether the economy can retain this momentum depends on just how keen these companies are to share the spoils with their workers.

    • 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