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)

Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next governor of the Reserve Bank of India, the govt has sent a clear message to the investor community that it is business as usual even after the end of incumbent Rajan's term on 4th Sep'16.  Quite like the incumbent, Dr Patel also has excellent creds with his education at top global schools and then extensive work in public policy at IMF, Ministry of Finance…

Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next governor of the Reserve Bank of India, the govt has sent a clear message to the investor community that it is business as usual even after the end of incumbent Rajan's term on 4th Sep'16.  Quite like the incumbent, Dr Patel also has excellent creds with his education at top global schools and then extensive work in public policy at IMF, Ministry of Finance…

Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR

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

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

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

After 18 months of consistent decline, exports recorded a marginal uptrend in June 2016 while the rate of decline in imports slowed. Exports grew 1.3% y-o-y in June 2016 but the trend remains weak having declined 2% y-o-y on a 3-month moving average (3mma) basis in May 2016 compared to a fall of 4.2% y-o-y in May 2016. Imports fell by 7.3% y-o-y in June 2016 compared to a decline of 13.2% y-o-y in May 2016. On a 3mma basis, imports fell 14.9% y-o-y in June 2016 compared to a 20.5 % decline in…

After 18 months of consistent decline, exports recorded a marginal uptrend in June 2016 while the rate of decline in imports slowed. Exports grew 1.3% y-o-y in June 2016 but the trend remains weak having declined 2% y-o-y on a 3-month moving average (3mma) basis in May 2016 compared to a fall of 4.2% y-o-y in May 2016. Imports fell by 7.3% y-o-y in June 2016 compared to a decline of 13.2% y-o-y in May 2016. On a 3mma basis, imports fell 14.9% y-o-y in June 2016 compared to a 20.5 % decline in…

INDIA: Downside Risk to Rupee as Trade Data Remain Weak

India

City Union Bank Ltd. is a full service bank. The Bank offers a wide range of banking and financial services across India, including both domestic and International banking services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

City Union Bank (CUBK IN)

Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR

Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next...

Asia Advisors

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

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

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

INDIA: Downside Risk to Rupee as Trade Data Remain Weak

After 18 months of consistent decline, exports recorded a marginal uptrend in June 2016 while the rate of decline in imports slowed. Exports grew...

Rajan Govil

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)