Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

India has been fighting a low-intensity insurgency against Naxalite guerrillas for the best part of 50 years. Despite government assurances and an uptick in recent surrenders, the rebels are now as strong as ever.

India has been fighting a low-intensity insurgency against Naxalite guerrillas for the best part of 50 years. Despite government assurances and an uptick in recent surrenders, the rebels are now as strong as ever.

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.

Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this win to ease Modi's chances for another term at national elections in 2019 and that would give him total 7 year period to push for reforms (In his victory speech Modi himself said he is now looking for delivering by 2022 - the 75th year of Indian Independence). Amidst the euphoria of Modi's victory, we would like to highlight some of the ground realities…

Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this win to ease Modi's chances for another term at national elections in 2019 and that would give him total 7 year period to push for reforms (In his victory speech Modi himself said he is now looking for delivering by 2022 - the 75th year of Indian Independence). Amidst the euphoria of Modi's victory, we would like to highlight some of the ground realities…

Investors Need To Be Patient With Reform Momentum Even As Modi Win Ensures Policy Continuity

Specialist in Indian Banking and Economic Research

Hemindra Hazari

The unprecedented BJP victory in India’s most populous state will consolidate its position in the 2019 national elections as it has maintained its vote banks cultivated in the 2014 national elections, in this large, complex state, resulting in a smooth continuum of economic policies backed by global capital. As a result, the Indian stock market is likely to surge as political opposition to the BJP would wane and the passing of legislation may be swifter and the BJP can be more aggressive on its economic agenda claiming overwhelming popular support. Populist measures, if any,  are likely to be fiscal deficit-neutral, whether by weeding out ‘undeserving’ beneficiaries, or by raising donations from the corporate sector, or by phasing out other populist schemes. However, the economic and corporate slowdown is unlikely to improve, as policies which contract aggregate demand remain in place. Since coming to power, the BJP has bowed down to the demands of global capital for fiscal austerity and that takes precedence over the popular mandate.

The unprecedented BJP victory in India’s most populous state will consolidate its position in the 2019 national elections as it has maintained its vote banks cultivated in the 2014 national elections, in this large, complex state, resulting in a smooth continuum of economic policies backed by global capital. As a result, the Indian stock market is likely to surge as political opposition to the BJP would wane and the passing of legislation may be swifter and the BJP can be more aggressive on its economic agenda claiming overwhelming popular support. Populist measures, if any,  are likely to be fiscal deficit-neutral, whether by weeding out ‘undeserving’ beneficiaries, or by raising donations from the corporate sector, or by phasing out other populist schemes. However, the economic and corporate slowdown is unlikely to improve, as policies which contract aggregate demand remain in place. Since coming to power, the BJP has bowed down to the demands of global capital for fiscal austerity and that takes precedence over the popular mandate. 

U. P. Elections: Positive for Market but Corporate Stagnation to Continue

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

-Spread of good governance to UP will be transformative in five of its cities that are emblematic of urban decay, and remove a key impediment to implementation of vital social policies across north India (such as the smart cities along the DMIC and clean-up of the Ganga river)-Robust BJP wins there and Uttarakhand, and its spread to Manipur, ensure that the BJP's candidate will win the presidency this year, and that Modi is strongly positioned to be re-elected PM in 2019-Trifecta of VDIS,…

-Spread of good governance to UP will be transformative in five of its cities that are emblematic of urban decay, and remove a key impediment to implementation of vital social policies across north India (such as the smart cities along the DMIC and clean-up of the Ganga river)-Robust BJP wins there and Uttarakhand, and its spread to Manipur, ensure that the BJP's candidate will win the presidency this year, and that Modi is strongly positioned to be re-elected PM in 2019-Trifecta of VDIS,…

Modi Landslide in UP Will Be Transformative for Policy

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

India

iShares MSCI India ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI India Index.

iShares MSCI India ETF (INDA US)

Armed Rebellion in India

India has been fighting a low-intensity insurgency against Naxalite guerrillas for the best part of 50 years. Despite government assurances and an...

Bixmoor

Investors Need To Be Patient With Reform Momentum Even As Modi Win Ensures Policy Continuity

Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this...

Asia Advisors

U. P. Elections: Positive for Market but Corporate Stagnation to Continue

The unprecedented BJP victory in India’s most populous state will consolidate its position in the 2019 national elections as it has maintained its...

Hemindra Hazari

Modi Landslide in UP Will Be Transformative for Policy

-Spread of good governance to UP will be transformative in five of its cities that are emblematic of urban decay, and remove a key impediment to...

Prasenjit K. Basu

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