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)

Ruling party BJP has won a landslide victory in the largest state of Uttar Pradesh (UP) thereby putting to rest any doubts over the adverse impact of demonetisation on the electoral prospects of the party. Performance in UP is impressive as the opposition had formed an alliance to fight Modi but still lost poorly.  Most political analysts have been caught on the wrong foot as they predicted a hung assembly while the results show that Modi wave seen during the General elections continues. We…

Ruling party BJP has won a landslide victory in the largest state of Uttar Pradesh (UP) thereby putting to rest any doubts over the adverse impact of demonetisation on the electoral prospects of the party. Performance in UP is impressive as the opposition had formed an alliance to fight Modi but still lost poorly.  Most political analysts have been caught on the wrong foot as they predicted a hung assembly while the results show that Modi wave seen during the General elections continues. We…

Landslide Win for Modi in UP Elections;Upper House No.s to Cross 100 Mark by 2018, a +ve for Reforms

Information Technology Consultant

Ishita Jain

As per the Financial Times ("FT") <a href="https://www.ft.com/content/4f88cb60-f8f7-11e6-bd4e-68d53499ed71" target="_blank">article</a> dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to secure supplies of Cobalt. This has been driven by the fact the a handful of hedge funds have purchased and stored Cobalt on expectations that the demand for EVs will pick up. Battery producers such as Panasonic, who supply Lithium Ion ("Li-ion") batteries to the likes of Tesla are hard pressed for supplies. As FT reported, prices have risen by more…

As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to secure supplies of Cobalt.   This has been driven by the fact the a handful of hedge funds have purchased and stored Cobalt on expectations that the demand for EVs will pick up. Battery producers such as Panasonic, who supply Lithium Ion ("Li-ion") batteries to the likes of Tesla are hard pressed for supplies.  As FT reported, prices have risen by more…

In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to neutral. The 6 member Monetary Policy Committee (MPC) was unanimous in its decision to hold rates. The consensus was again caught on the wrong foot as majority expected a rate cut. Key rationale behind the move has been the adoption of 4% inflation target for the next financial year (ending March 2018). Even as current CPI inflation at 3.4% is well…

In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to neutral. The 6 member Monetary Policy Committee (MPC) was unanimous in its decision to hold rates. The consensus was again caught on the wrong foot as majority expected a rate cut. Key rationale behind the move has been the adoption of 4% inflation target for the next financial year (ending March 2018). Even as current CPI inflation at 3.4% is well…

RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization

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

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

On my second trip to India after demonetisation I expected to undergo the same hardship as my earlier trip in December. The only consolation was that I was headed to South India this time where I heard it was business as usual after nearly 3 months of demonetisation.Banks, Cabs and Retail ServicesAs highlighted in <a href="https://www.smartkarma.com/insights/t-50-days-demonetisation-a-calamity-or-a-blessing-in-disguise" target="_blank" data-smartkarma-citation="insights:8289">T+50 Days: Demonetisation – A Calamity or a Blessing in Disguise?</a>, the limit on exchange of foreign currency to INR was set at INR 5,000 after the introduction of demonetisation. But…

On my second trip to India after demonetisation I expected to undergo the same hardship as my earlier trip in December. The only consolation was that I was headed to South India this time where I heard it was business as usual after nearly 3 months of demonetisation.Banks, Cabs and Retail ServicesAs highlighted in T+50 Days: Demonetisation – A Calamity or a Blessing in Disguise?, the limit on exchange of foreign currency to INR was set at INR 5,000 after the introduction of demonetisation. But…

India

Grasim Industries Limited is a diversified operating company and part of the Aditya Birla group. The group manufactures a wide range of products, including Viscose Staple Fiber(VSF), cement, chemicals and textiles.

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Grasim Industries (GRASIM IN)

Landslide Win for Modi in UP Elections;Upper House No.s to Cross 100 Mark by 2018, a +ve for Reforms

Ruling party BJP has won a landslide victory in the largest state of Uttar Pradesh (UP) thereby putting to rest any doubts over the adverse impact...

Asia Advisors

Future of Cobalt Vis-A-Vis EVs

As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...

Ishita Jain

RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization

In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...

Asia Advisors

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

Demonetisation: Update From the South

On my second trip to India after demonetisation I expected to undergo the same hardship as my earlier trip in December. The only consolation was...

Mio Kato

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