Showing 1 - 10 of 13
The sameness of the Modi 3.0 govt is a mirage
News, Andy Mukherjee, Published on 15/06/2024
» The new cabinet of Indian Prime Minister Narendra Modi is much the same as his old. The ministers for finance, defence, home, and foreign affairs have been retained, giving the impression of policy continuity.
India's exit polls may be more noise than signal
News, Andy Mukherjee, Published on 04/06/2024
» Prime Minister Narendra Modi is set for a landslide victory in India's general election. Or so claims nearly every exit poll released since the end of voting on Saturday evening. Yet, these surveys have proved spectacularly wrong in the past, and they must be read even more cautiously this time around because of the Modi government's outsize sway on the television stations that commission them.
India Inc must only cheer growth, not question it
News, Andy Mukherjee, Published on 22/05/2024
» Large parts of corporate India aren't exactly feeling the economy's world-beating growth performance. But woe to those who dare to question it.
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.
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.
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.
The liquidity squeeze in Asia is the worst since 2008
News, Andy Mukherjee, Published on 27/11/2018
» Liquidity is getting tight in Asia.
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.