Andy's Feed
Apr 8, 2015
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Japan index: BOJ plays a risky waiting game

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

The Bank of Japan can choose to delay stimulus by a few more months, as it did on April 8, but it can’t altogether dismiss the growing calls to ease monetary policy.

Mar 30, 2015
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Clipping Indian central bank’s wings is bad idea

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

India’s central bank is facing an assault on its authority. Powerful opponents in New Delhi want to set up a tribunal to second-guess the Reserve Bank of India’s decisions. They also want to hand over supervision of bond trading to the stock market watchdog. Undermining the monetary authority would be a mistake. Investors would rather live with a bossy RBI than a weak one.

Mar 25, 2015

India in depth: Fear of Fed gives way to rate cuts

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

By Andy Mukherjee

SINGAPORE, March 25 (Reuters Breakingviews) – India’s fear
of the Fed has receded. In its place is a renewed quest to
achieve faster growth by cutting interest rates.

Mar 23, 2015
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Lee Kuan Yew: Founding father made Singapore rich but not happy

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A woman takes photos of cards for former Singaporean prime minister Lee Kuan Yew, placed at a well-wishing corner at the Singapore General Hospital in Singapore, March 23, 2015. REUTERS/Edgar Su

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

Mar 23, 2015
via Breakingviews

Lee Kuan Yew: Founding father made Singapore rich but not happy

Photo

A woman takes photos of cards for former Singaporean prime minister Lee Kuan Yew, placed at a well-wishing corner at the Singapore General Hospital in Singapore, March 23, 2015. REUTERS/Edgar Su

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

Mar 17, 2015
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Finding double-digit growth in India’s GDP fog

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By Andy Mukherjee

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

The path to double-digit growth has disappeared in the mist of India’s confounding new GDP statistics. When the fog clears, it will show the goal to be much more distant than it is becoming fashionable to believe.

Mar 2, 2015
via Breakingviews

India’s infrastructure push could be envy of West

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By Andy Mukherjee

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

India’s infrastructure push is the exception to the global norm. The government has decided to pursue a public investment-led growth strategy, even though it means going slow on fiscal correction. It’s an opportunity that rich nations, which can borrow far more cheaply than New Delhi, are missing.

Mar 2, 2015
via Breakingviews

India’s infrastructure push could be envy of West

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By Andy Mukherjee

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

India’s infrastructure push is the exception to the global norm. The government has decided to pursue a public investment-led growth strategy, even though it means going slow on fiscal correction. It’s an opportunity that rich nations, which can borrow far more cheaply than New Delhi, are missing.

Feb 27, 2015
via Breakingviews

India goes back to future with $137 bln rail push

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By Andy Mukherjee

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

India is taking a train ride back to the future. The country’s British rulers reaped massive productivity gains by building out the railways 150 years ago. Modernizing the dilapidated network could produce even better returns for Prime Minister Narendra Modi.

Feb 25, 2015

India in depth: Time for big ideas in tight budget

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

By Andy Mukherjee

SINGAPORE, Feb 25 (Reuters Breakingviews) – The Indian
government’s upcoming annual budget will be a test of just how
many big ideas Prime Minister Narendra Modi can squeeze into a
narrow fiscal space.

    • 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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