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)

Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with large private sector banks ( ICICI) recording weak business growth and rise in NPA ratio while retail-focused private sector banks (Yes bank, IndusInd) continuing to outperform in growth and asset quality. Across the board rally in the banks with strong moves in SOE banks , therefore comes as a surprise. From the lows recorded in Feb/Mar, PSU banks…

Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with large private sector banks ( ICICI) recording weak business growth and rise in NPA ratio while retail-focused private sector banks (Yes bank, IndusInd) continuing to outperform in growth and asset quality. Across the board rally in the banks with strong moves in SOE banks , therefore comes as a surprise. From the lows recorded in Feb/Mar, PSU banks…

Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms

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

The Indian government has cleared a key step in the implementation of Goods &amp; Services tax (GST) as it ensured acceptance of GST bill by Upper House of Parliament today. The Bill had been stalled in Upper House for over a year due to which the GST implementation got considerably delayed. GST reform is definitely a landmark legislation in Indian tax reform process that started with liberalisation in 1991 and is expected to benefit the economy (expected positive impact between 1-1.5% of GDP over…

The Indian government has cleared a key step in the implementation of Goods &amp; Services tax (GST) as it ensured acceptance of GST bill by Upper House of Parliament today. The Bill had been stalled in Upper House for over a year due to which the GST implementation got considerably delayed. GST reform is definitely a landmark legislation in Indian tax reform process that started with liberalisation in 1991 and is expected to benefit the economy (expected positive impact between 1-1.5% of GDP over…

Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)

Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the largest stock of office property in India at 127msf vs Delhi/NCR at 95msf  and Mumbai at 87msf. It absorbed close to 14msf of supply over last two years, more than 50% of Delhi/NCR absorption at 8.5msf and double of any other city (Pune followed at 5.0msf and Mumbai at about 4.5msf on average in previous two years). Steady demand from IT/ITES along…

Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the largest stock of office property in India at 127msf vs Delhi/NCR at 95msf  and Mumbai at 87msf. It absorbed close to 14msf of supply over last two years, more than 50% of Delhi/NCR absorption at 8.5msf and double of any other city (Pune followed at 5.0msf and Mumbai at about 4.5msf on average in previous two years). Steady demand from IT/ITES along…

Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs

India

Power Finance Corporation funds power projects in India.  The Company serves state power utilities, central power sector utilities, power departments, private power sector utilities, joint sector power utilities, power equipment manufacturers, and municipal power utilities.

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Power Finance (POWF IN)

Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms

Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with...

Asia Advisors

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

Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)

The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...

Asia Advisors

Bengaluru Tops by Offering 10%+ Yields for Office Property; Stable Market Ideal for Anchoring REITs

Bengaluru has maintained its ranking for the fifth consecutive year as the best performing office property market in India. The city today has the...

Asia Advisors

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