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 Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization. Catching the street by a little surprise, the government stuck to the Fiscal responsibility act and reduced the fiscal deficit target for the year ending March'18 to 3.2% of GDP (vs 3.5% in March'17).  Relief has been provided on the personal income side to low and middle-income earners (people with salaries in Rs 0.25m-0.5m range) where the tax has been…

The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization. Catching the street by a little surprise, the government stuck to the Fiscal responsibility act and reduced the fiscal deficit target for the year ending March'18 to 3.2% of GDP (vs 3.5% in March'17).  Relief has been provided on the personal income side to low and middle-income earners (people with salaries in Rs 0.25m-0.5m range) where the tax has been…

Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities

Specialist in Indian Banking and Economic Research

Hemindra Hazari

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure and corporate earnings. But against the backdrop of an already slowing economy followed by the ill-conceived, disastrously executed demonetisation and marginal room for a major fiscal stimulus might this be a false dawn?

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure and corporate earnings. But against the backdrop of an already slowing economy followed by the ill-conceived, disastrously executed demonetisation and marginal room for a major fiscal stimulus might this be a false dawn?

Global Gaming and Casinos Industry Specialist, Casino Business Review LLC

Howard J Klein

Global Gaming and Casinos Industry Specialist

An estimated $10 billion underserved market  in India according to new research.Wth Japan gaming now approved, new light in on the potential of India arises. <a href="https://www.smartkarma.com/entities/23740" target="_blank" data-smartkarma-citation="entities:23740">Silver Heritage Group Ltd (SVH AU)</a> small scale integrated casino resort on the Nepal side of the Sikkim India border is set to open next month--the first ever directly targeted at the Indian market. Should you play Silver Heritage now or wait for first earnings reports?

An estimated $10 billion underserved market  in India according to new research.Wth Japan gaming now approved, new light in on the potential of India arises. Silver Heritage Group Ltd (SVH AU) small scale integrated casino resort on the Nepal side of the Sikkim India border is set to open next month--the first ever directly targeted at the Indian market. Should you play Silver Heritage now or wait for first earnings reports?

Could India Be Gaming's Next Big Expansion Move?

"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.

India

Dish TV India Ltd. offers direct broadcast satellite subscription television service in India.

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Dish TV India (DITV IN)

Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities

The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....

Asia Advisors

Pre-Budget: Marginal Room for Stimulus

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...

Hemindra Hazari

Could India Be Gaming's Next Big Expansion Move?

An estimated $10 billion underserved market in India according to new research.Wth Japan gaming now approved, new light in on the potential of...

Howard J Klein

'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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Budget a Non-Event as Govt Plays Safe; Falling Yields to Shift Asset Allocation to Equities

The Government presented a fiscally sound budget and avoided any major steps to boost expenditure and mitigate the shock of demonetization....

Asia Advisors

Pre-Budget: Marginal Room for Stimulus

On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...

Hemindra Hazari

Could India Be Gaming's Next Big Expansion Move?

An estimated $10 billion underserved market in India according to new research.Wth Japan gaming now approved, new light in on the potential of...

Howard J Klein

'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