Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Thematic (Sector/Industry)

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for Uber across cities, learnt during one of his early India visits. He was exhorting Indians to be hustlers during a guest lecture to aspiring tech entrepreneurs.  And India definitely seems to have lived up to its reputation of Jugaad/Hustlers once again after demonetization, as more than half of the outstanding High-Value notes (Rs8trn out of Rs15.3trn)…

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for Uber across cities, learnt during one of his early India visits. He was exhorting Indians to be hustlers during a guest lecture to aspiring tech entrepreneurs.  And India definitely seems to have lived up to its reputation of Jugaad/Hustlers once again after demonetization, as more than half of the outstanding High-Value notes (Rs8trn out of Rs15.3trn)…

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

Managing Partner, Ampersand Investment Advisors

Rahul Singh

Managing Partner

Ampersand Investment Advisors

We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth expectations. While we expected a correction, it came from completely unexpected quarters. The beneficiaries from the favorable macro tidings (monsoons, pay commission) in what was supposed to be a very strong 2HFY17 have suffered a setback post-demonetization. This prompts us to re-evaluate our sector and market cap preferences in this edition of the Ampersand newsletter.

We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth expectations. While we expected a correction, it came from completely unexpected quarters. The beneficiaries from the favorable macro tidings (monsoons, pay commission) in what was supposed to be a very strong 2HFY17 have suffered a setback post-demonetization. This prompts us to re-evaluate our sector and market cap preferences in this edition of the Ampersand newsletter.

Independent Insight Provider

Stewart Paterson

Taurus Advisors LLP

Macroeconomics

Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between the RMB and US bond yields. RMB strength has been associated with rising US bond yields while RMB weakness has been associated with falling bond yields. The rationale should be apparent but as RMB weakness is associated with the potential for Chinese exporters to lower their USD prices (and incidentally reduce Asian corporate earnings outside of China)…

 Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between the RMB and US bond yields. RMB strength has been associated with rising US bond yields while RMB weakness has been associated with falling bond yields. The rationale should be apparent but as RMB weakness is associated with the potential for Chinese exporters to lower their USD prices (and incidentally reduce Asian corporate earnings outside of China)…

Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

On 8 November 2016, the Indian Government shocked the economy with a radical decision to withdraw INR500 and INR1000 notes from circulation and substitute the notes with new INR500 and INR2000 notes. The move has been applauded by international observers who have for years condemned India's blind eye towards its 'black economy'. However, in India, the demonetization exercise has gained little popularity as the logistical challenges in replacing the ineffectual cash is significantly disrupting…

On 8 November 2016, the Indian Government shocked the economy with a radical decision to withdraw INR500 and INR1000 notes from circulation and substitute the notes with new INR500 and INR2000 notes. The move has been applauded by international observers who have for years condemned India's blind eye towards its 'black economy'. However, in India, the demonetization exercise has gained little popularity as the logistical challenges in replacing the ineffectual cash is significantly disrupting…

Negative Impact of India's Demonetization Not to Be Underestimated

Specialist in Indian Banking and Economic Research

Hemindra Hazari

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8, 2016. The withdrawing and replacing of 86% of the currency in circulation in a cash economy like India has led to an upheaval in markets leading to a severe shortage of cash. While supporters of the prime minister have hailed the move as a “surgical strike” against black money, there is nothing surgical or precision-guided about it and the entire…

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8, 2016. The withdrawing and replacing of 86% of the currency in circulation in a cash economy like India has led to an upheaval in markets leading to a severe shortage of cash. While supporters of the prime minister have hailed the move as a “surgical strike” against black money, there is nothing surgical or precision-guided about it and the entire…

India

IndusInd Bank Limited is a Mumbai-based Indian new generation bank established in 1994. The Bank provides a range of banking and financial services including  wholesale banking, credit monitoring, risk management, tele-banking, investment banking and commercial lending. IndusInd Bank operates branches throughout India as well as an office in Dubai and London.

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Indusind Bank (IIB IN)

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...

Asia Advisors

Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?

Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...

Stewart Paterson

Negative Impact of India's Demonetization Not to Be Underestimated

On 8 November 2016, the Indian Government shocked the economy with a radical decision to withdraw INR500 and INR1000 notes from circulation and...

Manu Bhaskaran

Demonetisation: Self Inflicted

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...

Hemindra Hazari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...

Asia Advisors

Taking Fresh Guard - Nov 16 Newsletter

We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth...

Ampersand Investment Advisors

Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?

Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...

Stewart Paterson

Negative Impact of India's Demonetization Not to Be Underestimated

On 8 November 2016, the Indian Government shocked the economy with a radical decision to withdraw INR500 and INR1000 notes from circulation and...

Manu Bhaskaran

Demonetisation: Self Inflicted

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...

Hemindra Hazari