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)

HDFC has become the first Indian issuer to a masala bond after it raised Rs30bn (US$450m) by selling a 3-year one-month maturity rupee denominated offshore bond (Rupee denominated bonds issued offshore are popularly called masala bonds, just as offshore Yuan denominated bonds are referred to as dim sum bonds; the word masala in Hindi language means spice). HDFC issued the paper at a semi-annual coupon of 7.875% for a tenure of 37 months. Prior to this only IFC had issued Rs110bn worth of…

HDFC has become the first Indian issuer to a masala bond after it raised Rs30bn (US$450m) by selling a 3-year one-month maturity rupee denominated offshore bond (Rupee denominated bonds issued offshore are popularly called masala bonds, just as offshore Yuan denominated bonds are referred to as dim sum bonds; the word masala in Hindi language means spice). HDFC issued the paper at a semi-annual coupon of 7.875% for a tenure of 37 months. Prior to this only IFC had issued Rs110bn worth of…

Masala Bond Market: HDFC Makes a Start; Ride Unlikely to Be Smooth; INR Outlook to Guide This Market

<ul><li>The commercial office property market in India is showing good signs of revival since last year</li><li>Demand indicators as seen through the leasing activity, rental movement and the fall in vacancy rates points to positive trends for the sector that has lagged its residential counterpart since 2012</li><li>The offers promising yields of 9-10% across the top cities along with chances of capital appreciation</li><li>High Yield has attracted many global PE &amp; pension funds and Blackstone today has emerged as the largest owner of grade-A office space in India with a portfolio of over 30msf (million square feet)</li><li>Impending creation and listing of REITs in India will be another positive trigger for the sector as developers and asset owners unlock capital from tenanted properties  </li></ul>

The commercial office property market in India is showing good signs of revival since last yearDemand indicators as seen through the leasing activity, rental movement and the fall in vacancy rates points to positive trends for the sector that has lagged its residential counterpart since 2012The offers promising yields of 9-10% across the top cities along with chances of capital appreciationHigh Yield has attracted many global PE &amp; pension funds and Blackstone today has emerged as the largest owner of grade-A office space in India with a portfolio of over 30msf (million square feet)Impending creation and listing of REITs in India will be another positive trigger for the sector as developers and asset owners unlock capital from tenanted properties  

Looking for Yield? India Office Property Offers 10%; Sector on an Uptick; REIT Listings Next Trigger

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014. Inflation continued to be driven mainly by a significant rise in food prices, especially vegetables.Food prices increased 7.8% y-o-y in June 2016 compared to a 7.5% y-o-y rise in May 2016. The percentage point contribution of food &amp; beverages inflation to overall inflation increased from 3.4% in May 2016 to 3.5% in June 2016. This was largely due to a…

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014. Inflation continued to be driven mainly by a significant rise in food prices, especially vegetables.Food prices increased 7.8% y-o-y in June 2016 compared to a 7.5% y-o-y rise in May 2016. The percentage point contribution of food &amp; beverages inflation to overall inflation increased from 3.4% in May 2016 to 3.5% in June 2016. This was largely due to a…

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

As the global financial markets grapple with the decision taken by the UK to exit the EU, it is clear that the question of future referendums in other member countries and potential exits will likely dominate the headlines in the coming months. The Indian economy has seen its total exports decline for 18 straight months, hurt by an overvalued exchange rate as well as a weak global economy. The uncertainty that will likely unfold in the major EU countries and especially the Eurozone (EZ) will add…

As the global financial markets grapple with the decision taken by the UK to exit the EU, it is clear that the question of future referendums in other member countries and potential exits will likely dominate the headlines in the coming months. The Indian economy has seen its total exports decline for 18 straight months, hurt by an overvalued exchange rate as well as a weak global economy. The uncertainty that will likely unfold in the major EU countries and especially the Eurozone (EZ) will add…

Headwinds for India – Brexit and Its Impact Via Other Countries

The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September. Rajan is widely credited for initiating monetary policy reforms, maintaining the independence of RBI and also raising its stature as a strong institution globally. Failure to retain him will cost the economy in the medium to long run especially if any of the reforms undertaken are diluted. Many of the critics of Rajan state that a country does not…

The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September. Rajan is widely credited for initiating monetary policy reforms, maintaining the independence of RBI and also raising its stature as a strong institution globally. Failure to retain him will cost the economy in the medium to long run especially if any of the reforms undertaken are diluted. Many of the critics of Rajan state that a country does not…

Post Rajan World: Potential Red Flags to Watch & Why Strong Personality Head Imp in EMs Institutions

India

L&T Finance Holdings Limited is a financial holding company. The Company offers a diverse range of financial products and services across the corporate, retail, and infrastructure finance sectors, as well as fund products and investment services.

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Masala Bond Market: HDFC Makes a Start; Ride Unlikely to Be Smooth; INR Outlook to Guide This Market

HDFC has become the first Indian issuer to a masala bond after it raised Rs30bn (US$450m) by selling a 3-year one-month maturity rupee denominated...

Asia Advisors

Looking for Yield? India Office Property Offers 10%; Sector on an Uptick; REIT Listings Next Trigger

The commercial office property market in India is showing good signs of revival since last year Demand indicators as seen through the leasing...

Asia Advisors

INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely

Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014....

Rajan Govil

Headwinds for India – Brexit and Its Impact Via Other Countries

As the global financial markets grapple with the decision taken by the UK to exit the EU, it is clear that the question of future referendums in...

Rajan Govil

Post Rajan World: Potential Red Flags to Watch & Why Strong Personality Head Imp in EMs Institutions

The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September....

Asia Advisors

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