Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Policy rates are likely to remain at current levels; downside risks to overvalued rupee.

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Policy rates are likely to remain at current levels; downside risks to overvalued rupee.

India: Growth Outlook Remains Tilted to the Downside

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)

The Indian government has cleared a key step in the implementation of Goods &amp; Services tax (GST) as it ensured acceptance of GST bill by Upper House of Parliament today. The Bill had been stalled in Upper House for over a year due to which the GST implementation got considerably delayed. GST reform is definitely a landmark legislation in Indian tax reform process that started with liberalisation in 1991 and is expected to benefit the economy (expected positive impact between 1-1.5% of GDP over…

The Indian government has cleared a key step in the implementation of Goods &amp; Services tax (GST) as it ensured acceptance of GST bill by Upper House of Parliament today. The Bill had been stalled in Upper House for over a year due to which the GST implementation got considerably delayed. GST reform is definitely a landmark legislation in Indian tax reform process that started with liberalisation in 1991 and is expected to benefit the economy (expected positive impact between 1-1.5% of GDP over…

Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

RBL Bank plans to raise between US$150-200m later this year by selling a mix of primary and secondary shares. In this insight, we have looked at the company's past financial performance, along with its return profile in order to benchmark it versus other listed players. RBL is similar to other listed old age private sector banks in terms of asset size and returns and the deal will probably need to come in at a discount to this group for it to do well.

RBL Bank plans to raise between US$150-200m later this year by selling a mix of primary and secondary shares. In this insight, we have looked at the company's past financial performance, along with its return profile in order to benchmark it versus other listed players. RBL is similar to other listed old age private sector banks in terms of asset size and returns and the deal will probably need to come in at a discount to this group for it to do well.

RBL Bank Pre-IPO Review - Impressive Asset Growth but Return Ratios Lagging

Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the largest stock of office property in India at 127msf vs Delhi/NCR at 95msf  and Mumbai at 87msf. It absorbed close to 14msf of supply over last two years, more than 50% of Delhi/NCR absorption at 8.5msf and double of any other city (Pune followed at 5.0msf and Mumbai at about 4.5msf on average in previous two years). Steady demand from IT/ITES along…

Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the largest stock of office property in India at 127msf vs Delhi/NCR at 95msf  and Mumbai at 87msf. It absorbed close to 14msf of supply over last two years, more than 50% of Delhi/NCR absorption at 8.5msf and double of any other city (Pune followed at 5.0msf and Mumbai at about 4.5msf on average in previous two years). Steady demand from IT/ITES along…

Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs

Recent monetary policy and fiscal policy announcements have not been encouraging, but in fact confusing. RBI, as we shall see below, now has two monetary policy frameworks – inflation targeting and “monetary targeting’’ – that it wants to follow – and these could be contradictory creating confusion about monetary policy intent. The RBI’s policy quandary has to an extent been driven by the poor quality of the fiscal adjustment that the government has undertaken. The Indian government’s fiscal consolidation efforts thus far have been an accounting mirage. The political and the monetary authorities will need to work together to frame appropriate and coordinated policies to ward off the emerging risks to the economy.

Recent monetary policy and fiscal policy announcements have not been encouraging, but in fact confusing. RBI, as we shall see below, now has two monetary policy frameworks – inflation targeting and “monetary targeting’’ – that it wants to follow – and these could be contradictory creating confusion about monetary policy intent. The RBI’s policy quandary has to an extent been driven by the poor quality of the fiscal adjustment that the government has undertaken. The Indian government’s fiscal consolidation efforts thus far have been an accounting mirage. The political and the monetary authorities will need to work together to frame appropriate and coordinated policies to ward off the emerging risks to the economy.

Global Economic Woes Mask India's Policy Confusion

India

YES BANK Limited provides banking services. The Bank offers deposits, personal loans, e-banking, trade finance, corporate, and business banking services. YES BANK serves the food and agribusiness, life sciences, healthcare, biotechnology, telecommunications, media, information technology, and infrastructure development industries in India.

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Yes Bank (YES IN)

India: Growth Outlook Remains Tilted to the Downside

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...

Rajan Govil

Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)

The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...

Asia Advisors

RBL Bank Pre-IPO Review - Impressive Asset Growth but Return Ratios Lagging

RBL Bank plans to raise between US$150-200m later this year by selling a mix of primary and secondary shares. In this insight, we have looked at...

Sumeet Singh

Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs

Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the...

Asia Advisors

Global Economic Woes Mask India's Policy Confusion

Recent monetary policy and fiscal policy announcements have not been encouraging, but in fact confusing. RBI, as we shall see below, now has two...

Rajan Govil

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