Andy Mukherjee

Hong Kong

Opinion Columnist at Bloomberg Opinion

Bloomberg Opinion columnist; tweets are personal. Find my colleagues at @opinion

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Articles

India’s Lofty Equity Valuations Are Pure Bollywood

1 day ago | bloomberg.com | Andy Mukherjee

India’s lofty equity valuations are pure Bollywood. (Bloomberg Opinion) -- Even to seasoned investment professionals, India’s lofty equity valuations are a head-scratcher. How’s a sell-side researcher to explain to a foreign institution that the country’s cement makers are more than twice as expensive as their peers in every other major market?
Andy Mukherjee: Importers hit by Trump tariffs could turn to ‘glocal banks’

3 days ago | livemint.com | Andy Mukherjee

Opinion Summary Trade finance isn’t just about lubricating cross-border commerce, but also about easing flows of business intelligence. Banks that are both global and local—and specialize in Asian trade financing—could suggest supply source options. This is a Mint Premium article gifted to you. Subscribe to enjoy similar stories.
Want to Skip China Tariffs? Talk to Your Bank

4 days ago | bloomberg.com | Andy Mukherjee

There are ways to cushion the US-China trade blows. (Bloomberg Opinion) -- The optimism around President Donald Trump’s promise of a “total reset” in relations with Beijing is fading fast; and that’s a worrying omen for US importers. For many, the urgency to look outside China for new suppliers is greater than it was during Trump 1.0.The peak US tariff on Chinese goods during Trump’s first term was 21%; it is 51% now. Besides, there was a workaround back then.
Want to Skip China Tariffs? Talk to Your Bank: Andy Mukherjee

4 days ago | news.bloombergtax.com | Andy Mukherjee

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Want to Skip China Tariffs? Talk to Your Bank

4 days ago | flipboard.com | Andy Mukherjee

‘Something is awry in Delaware’: New study reveals lawyers in the smallest U.S. state are winning fee ‘multipliers’ from major companies up to 66 times their normal hourly rate• A new study shows attorneys in corporate cases in Delaware are earning as much as 66 times their hourly rate. That has prompted venture capitalists …
Singapore’s property market is hard to read

1 week ago | thestar.com.my | Andy Mukherjee

TWO years ago, Singapore doubled the stamp duty on foreign homebuyers to a steep 60%. Since then, residential property has become a twin-speed market. Prices of high-end downtown condominiums, which used to attract heavy Chinese demand, have grown at a much slower pace than more affordable suburban apartments aimed at local owners. This divergence is starting to cloud the outlook for real estate in the Asian financial centre. Sales of new homes fell to 663 last month, down from 729 in March.
Singapore’s Two-Speed Property Market Is Hard to Read

1 week ago | bloomberg.com | Andy Mukherjee

Singapore’s two-speed property market is clouding the outlook. (Bloomberg Opinion) -- Two years ago, Singapore doubled the stamp duty on foreign homebuyers to a steep 60%. Since then, residential property has become a twin-speed market. Prices of high-end downtown condominiums, which used to attract heavy Chinese demand, have grown at a much slower pace than more affordable suburban apartments aimed at local owners.
Singapore’s Two-Speed Property Market Is Hard to Read

1 week ago | flipboard.com | Andy Mukherjee

NowCNN — Wall Street has been riding a historic roller coaster the past few months due to President Donald Trump’s on-again, off-again tariff threats. Now, investors are learning to take his words with a grain of salt — and a bit of salsa, too. That’s because there’s a new type of trade taking hold: …
Modi must hold the line on food and fuel trade

1 week ago | taipeitimes.com | Andy Mukherjee

By Andy Mukherjee / Bloomberg Opinion From dismantling its protectionist “inspector raj,” to cutting duties on Tesla Inc vehicles, and treating Amazon.com Inc and Walmart Inc on a par with domestic retailers, India is under pressure on many fronts in its trade talks with the US. While concessions in several of these areas would be beneficial to Indians, the sticking points would be food and fuel. Take ethanol blending in gasoline.
Modi Must Hold the Line on Food and Fuel Trade

1 week ago | bloomberg.com | Andy Mukherjee

Corn could be a sticking point in Washington-New Delhi trade talks. (Bloomberg Opinion) -- From dismantling its protectionist “inspector raj,” to cutting duties on Tesla Inc. cars, and treating Amazon.com Inc. and Walmart Inc. on a par with domestic retailers, India is under pressure on many fronts in its trade talks with the US. While concessions in several of these areas will be beneficial to Indians, the sticking points will be food and fuel. Take ethanol blending in gasoline.