andymukherjee70.bsky.social
@andymukherjee70.bsky.social
Reposted
It’s hard to say what President Trump’s extraordinary attack on immigration will mean for the future of US tech dominance.

What’s clearer, writes @andymukherjee70.bsky.social, is the immediate challenge he has created for his friend Narendra Modi.

Read the column: bloom.bg/3KcVYUO
September 21, 2025 at 9:54 PM
Reposted
Modi wants more Indians to pay taxes, even as the middle class seeks urgent tax relief, writes @andymukherjee70.bsky.social @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
India’s Third Shot at Tax Reform Mustn’t Miss the Target
While the middle class hopes for urgent relief, New Delhi wants more people to pay taxes. The new code needs to do a balancing act.
www.bloomberg.com
January 21, 2025 at 6:53 AM
Reposted
It's tough for large investors to trade Indian stocks without tipping their hand. The front-running scandal that affected Capital Group is proof, writes @andymukherjee70.bsky.social @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
How a $2.6 Trillion Fund Was Taken for a Ride
A front-running scandal shows how tough it is for large investors to trade Indian stocks without tipping their hand.
www.bloomberg.com
January 8, 2025 at 4:05 AM
The cohort of Indian youth that has grown up with a surfeit of abundance is too small … until now. Give it 10 years. In attitudes, and absence of effort, India’s ‘timepass’ generation may not be that different from its ‘lying-flat’ Chinese counterpart. Free to read. www.bloomberg.com/opinion/arti...
'Timepass' Is India's Way of Lying Flat
Opportunities are shrinking, and opting out is becoming a lifestyle for young, educated people.
www.bloomberg.com
January 6, 2025 at 12:15 AM
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Manmohan Singh was India’s quiet reformer - his death deprives the nation of sage counsel, writes @andymukherjee70.bsky.social @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
Manmohan Singh Taught a Generation of Indians to Dream
The former prime minister’s death deprives the nation of sage counsel at a time when his reforms are being replaced by empty bluster.
www.bloomberg.com
December 28, 2024 at 2:51 AM
A free-to-read link to my latest @opinion.bsky.social column on why Indian municipalities don’t even spend $150 per capita on capex, why the municipal bond market is just 0.01% of GDP, and why Mumbai’s BMC, the country’s richest urban body, had a “cooker scandal.” www.bloomberg.com/opinion/arti...
India’s Cities Are Mired In a Cycle of Mediocrity
They have neither resources, nor leadership, and average investment per resident is stuck below $150 a year.
www.bloomberg.com
December 2, 2024 at 11:31 PM
A free-to-read link to my latest for @opinion.bsky.social
The DOJ bribery allegations against tycoon Gautam Adani is bad news for Modi, great news for Trump, and a vindication — delayed by a few hours — of Rahul Gandhi’s Maharashtra campaign. www.bloomberg.com/opinion/arti...
US Bribery Case Against Adani Is Bad News for Modi
The indictment will intensify political attacks on India’s prime minister for his proximity to the tycoon. Trump may use it to drive a hard bargain.
www.bloomberg.com
November 21, 2024 at 9:44 AM
Reposted
To catch up on the Adani saga, follow the excellent work of my colleague @andymukherjee70.bsky.social www.bloomberg.com/opinion/arti...
Hindenburg Steps Up for Adani Round Two. With SEBI
The short seller’s latest allegations go well beyond the infrastructure tycoon. They strike at the heart of India’s regulatory establishment.
www.bloomberg.com
November 21, 2024 at 2:35 AM
Just look at when Foreign Official #1 was a high-ranking government official in Andhra Pradesh — between May 2019 and June 2024. That (plus the $228 million amount) makes him or her very likely a political functionary. The DOJ’s Adani bribery case will have a huge bearing on politics in India.
November 21, 2024 at 7:06 AM
This is huge, though it comes a day too late to affect the outcome of the Maharashtra election:

“US prosecutors charged Gautam Adani with participating in a scheme that involved promising to pay more than $250 million in bribes to Indian government officials to secure solar energy contracts.”
November 20, 2024 at 11:22 PM