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Mar 20, 2014
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Confused Fed adds to emerging market muddle

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By Andy Mukherjee

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

A confused U.S. Federal Reserve has added to the muddle in emerging markets.

At their meeting that ended on March 19, the nine voting members of the Federal Open Market Committee (FOMC) wriggled out of a previous commitment to start increasing interest rates after unemployment had fallen to 6.5 percent. To assure markets that overnight rates will stay at near-zero levels, the committee promised instead to seek maximum employment and 2 percent inflation.

Mar 18, 2014
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Real risk to emerging markets lies in real rates

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By Andy Mukherjee 

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

The real big risk for emerging markets this year lies in surging real interest rates.

Mar 18, 2014

India in depth: A grim global economy awaits Modi

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

By Andy Mukherjee

SINGAPORE, March 18 (Reuters Breakingviews) – Narendra Modi
may be able to fix India’s ailing domestic economy, but it’s the
sorry state of world demand that will pose a bigger and more
intractable challenge to the country’s prime ministerial
hopeful.

Mar 13, 2014
via Breakingviews

Kiwi rate rise shows cows beating central bankers

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By Andy Mukherjee

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

New Zealand’s decision to exit record-low interest rates makes the cows of the South Pacific the envy of the world’s central bankers.

Mar 11, 2014
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Japan index: Weak demand shows need for stimulus

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By Andy Mukherjee

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

The Breakingviews Abenomics Index inched higher in January. But manufacturing stumbled, and the trade deficit zoomed, suggesting anaemic demand both at home and abroad. With wages subdued and sales taxes about to rise, the economy may need a fresh dose of monetary easing.

Mar 11, 2014
via Breakingviews

Japan index: Weak demand shows need for stimulus

Photo

By Andy Mukherjee

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

The Breakingviews Abenomics Index inched higher in January. But manufacturing stumbled, and the trade deficit zoomed, suggesting anaemic demand both at home and abroad. With wages subdued and sales taxes about to rise, the economy may need a fresh dose of monetary easing.

Mar 7, 2014
via Breakingviews

Japan pension debate goes beyond bonds and stocks

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By Andy Mukherjee

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

Japan’s pension reform debate is heating up. But it’s in danger of missing the wood for the trees.

Mar 7, 2014
via Breakingviews

Japan pension debate goes beyond bonds and stocks

Photo

By Andy Mukherjee

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

Japan’s pension reform debate is heating up. But it’s in danger of missing the wood for the trees.

Mar 5, 2014
via Breakingviews

Singapore is not the world’s most expensive city

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By Andy Mukherjee

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

Singapore is not the most expensive place on the globe. A much-cited survey has declared the city-state to be the world’s costliest. But it suffers from a flawed methodology.

Mar 5, 2014
via Breakingviews

Singapore is not the world’s most expensive city

Photo

By Andy Mukherjee

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

Singapore is not the most expensive place on the globe. A much-cited survey has declared the city-state to be the world’s costliest. But it suffers from a flawed methodology.

    • 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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