Showing 1 - 6 of 6
China, India: 2 faces of liquidity
News, Andy Mukherjee, Published on 31/01/2024
» Lenders in the world's two most populous nations are having very different problems with monetary and fiscal taps. In China, creditors are drowning in cheap central bank cash, but loan demand is muted. In India, banks are in the middle of their fastest expansion in a decade, but they're parched for liquidity.
When can we expect to see India Inc's moonshots?
News, Andy Mukherjee, Published on 25/08/2023
» Now that India has become the first country in the world to land a spacecraft near the moon's south pole -- for less than half the money Christopher Nolan spent on the movie, Interstellar -- its risk-averse private sector will hopefully be inspired to launch some moonshots of its own. Just beating investor expectations next quarter won't get them ahead in the long game in artificial intelligence or new materials and energy.
Why India risks falling way behind in the AI race
News, Andy Mukherjee, Published on 03/07/2023
» India's tech industry is being less than bold in embracing artificial intelligence. It's hoping to create solutions for corporate clients by building on top of somebody else's investment in foundational technologies, hardly a strategy for pathbreaking success.
Modi's failed plan to make a Singapore in Gujarat
News, Andy Mukherjee, Published on 22/02/2021
» When Singapore set up an international financial hub in the late 1960s, the city-state was thinking both fast and slow -- seizing an immediate opportunity, and opening a path to long-term economic development. Half a century later, India is attempting something similar in Prime Minister Narendra Modi's home state of Gujarat. But without much thought going into what exactly it's building, for whom and for what purpose, all it may get is a casino for the local rich.
Ageing Singapore tries to avoid the Japan trap
News, Andy Mukherjee, Published on 20/02/2019
» Japan has aged; Singapore is ageing. Japan's workforce is shrinking; Singapore's has plateaued. Japan's homogeneous society has struggled with immigration; Singapore's island culture has been welcoming of foreigners, though increasingly less so.
Lessons to be learnt from India's debt-ridden projects
News, Andy Mukherjee, Published on 18/09/2018
» It was as a newspaper-office intern in New Delhi in 1992 that I witnessed the birth of India's homegrown belt-and-road initiative. The programme was midwifed by an up-and-coming lender that few had then heard of: Infrastructure Leasing & Financial Services Ltd.