Showing 1-9 of 9 results
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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.
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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.
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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.
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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.
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Covid's real cost could well be eternal spying
News, Andy Mukherjee, Published on 11/05/2020
» Much of our pre-coronavirus lives may be reclaimable with some modifications around how we work, socialise and travel. In one crucial way, though, the post-pandemic landscape will be very different: The individual's autonomy over her data may be lost forever. Our mobiles will keep us safe -- by spying on us.
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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.
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Millennial vote a key for Asian polls
News, Andy Mukherjee, Published on 31/12/2018
» In the first half of 2019, a billion Asians will elect the next leaders of the region's two largest democracies. Half -- 400 million in India, and 79 million in Indonesia -- are from the millennial generation, born roughly between 1982 and 2001. Many will cast ballots for the first time. Although the threat of sectarian hatred looms large over both the Indian and Indonesian elections, economics will still take centre stage.
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The liquidity squeeze in Asia is the worst since 2008
News, Andy Mukherjee, Published on 27/11/2018
» Liquidity is getting tight in Asia.
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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.
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