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
21.09.2025 21:53
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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.
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...
08.01.2025 04:05
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'Timepass' Is India's Way of Lying Flat
Opportunities are shrinking, and opting out is becoming a lifestyle for young, educated people.
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...
06.01.2025 00:15
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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.
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...
02.12.2024 23:31
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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.
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...
21.11.2024 09:44
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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.
21.11.2024 07:06
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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.”
20.11.2024 23:22
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