Andy's Feed
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

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(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.

Jan 21, 2014

India in depth: A reformist election manifesto

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

By Andy Mukherjee

SINGAPORE, Jan 21 (Reuters Breakingviews) – The key to this
year’s Indian election lies with young voters. What they would
like to see in party manifestos and “vision documents” aren’t
empty slogans and hollow promises, but an outline of policies
and programmes that will end the country’s pervasive economic
gloom and provide real opportunities.

Jan 15, 2014
via Breakingviews

Another reason to be gloomy about emerging markets

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By Andy Mukherjee

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

Investors have another reason to wrinkle their noses at emerging economies: fading labour productivity.

Jan 14, 2014
via Breakingviews

Japan index: Rising wages, prices add to optimism

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By Andy Mukherjee

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

The Breakingviews Abenomics Index rose for a third straight month in November, buoyed by increasing consumer prices and improved household earnings. Equity and bond markets remain hopeful that Prime Minister Shinzo Abe’s war on deflation will move closer to its target in 2014.

Jan 10, 2014

Infosys is out of rehab, looking lean and hungry

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

By Andy Mukherjee

SINGAPORE, Jan 10 (Reuters Breakingviews) – After seven
months of rehab, Infosys is looking lean and
hungry enough to wolf down some large outsourcing deals in 2014.

Jan 3, 2014
via Breakingviews

India’s Common Man Party is investors’ frenemy

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By Andy Mukherjee

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

The sudden rise of India’s self-professed “anti-establishment” party is making seasoned politicians nervous. Investors, meanwhile, view the dramatic ascent of the Aam Aadmi – Common Man Party – with a mixture of awe and suspicion.

Dec 18, 2013
via Breakingviews

Swift bad loan clean-up will beef up Indian banks

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

India’s new purge on bad loans will make banks sturdier. The Reserve Bank of India has proposed rules whereby lenders would start creditor crisis talks for any company that owes more than $16 million, if it misses a single repayment for more than 60 days. It sounds strict, but that’s what India needs: 10 percent of state banks’ loans have already turned bad.

Dec 17, 2013

India in depth: Three quick fixes for Modi

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

By Andy Mukherjee

SINGAPORE, Dec 17 (Reuters Breakingviews) – Narendra Modi
should think small during 2014. If the politician’s party does
win next year’s general election in India – as political pundits
increasingly believe it will – the future prime minister should
resist the temptation to immediately unveil a grand economic
strategy. In the interim, he should focus on quick and effective
repair jobs in the banking, electricity and textile sectors.

    • 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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