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)

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will eventually result in its emerging market upgrade in the future, and initial steps began in September of 2015 when Saigon Securities became the first company open for full foreign ownership.  Since then, only approximately 13 companies have changed their FOL as allowed by Decree 60.  The process of foreign ownership limitation removal originally implemented…

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will eventually result in its emerging market upgrade in the future, and initial steps began in September of 2015 when Saigon Securities became the first company open for full foreign ownership.  Since then, only approximately 13 companies have changed their FOL as allowed by Decree 60.  The process of foreign ownership limitation removal originally implemented…

Vietnam's Emerging Market Upgrade: Worth the Wait

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets through its AFC Vietnam Fund, AFC Asia Frontier Fund, and the AFC Iraq Fund.  Asia Frontier Capital has investments in approximately 14 markets in Asia, utilizing a combination of top down and bottom up approaches to capture both growth and value in its investments.  In addition to having a local presence in Vietnam, the fund also travels to a large…

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets through its AFC Vietnam Fund, AFC Asia Frontier Fund, and the AFC Iraq Fund.  Asia Frontier Capital has investments in approximately 14 markets in Asia, utilizing a combination of top down and bottom up approaches to capture both growth and value in its investments.  In addition to having a local presence in Vietnam, the fund also travels to a large…

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

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Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.</li>
<li>Coming soon…</li>
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Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.
Coming soon…


China – US Competition: Posturing to Increase in Asia-Pacific

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia.  Despite my preference for frontier Asia, I am still bullish on Colombia and Chile, which have experienced an economic slowdown primarily due to the low commodity price environment.

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia.  Despite my preference for frontier Asia, I am still bullish on Colombia and Chile, which have experienced an economic slowdown primarily due to the low commodity price environment. 

Asia Vs. The Americas: Examing Demographics, Economic Growth, and the Impact of Commodities

Vietnam

Vietnam Enterprise Investments Limited is an investment holding company incorporated in the Cayman Islands.  The primary objective of the Fund is to achieve a balanced portfolio of investments in Vietnam giving rise to long-term and short-term returns and capable of yielding recurrent earnings and/or capital gains.  

Vietnam Enterprise Investments (VIETENI KY)

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Vietnam Enterprise Investments (VIETENI KY)

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...

Asia Advisors

Vietnam's Emerging Market Upgrade: Worth the Wait

FOL Removal: One of Many Steps for Vietnam's Eventual Emerging Market UpgradeVietnam's removal of the FOL is one of several steps which will...

Nomadic Equity

Asia Frontier Capital Interview

I had the pleasure of interviewing Thomas Hugger of Asia Frontier Capital, a fund management company which focuses on high growth frontier markets...

Nomadic Equity

China – US Competition: Posturing to Increase in Asia-Pacific

Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of...

Jason Tan

Asia Vs. The Americas: Examing Demographics, Economic Growth, and the Impact of Commodities

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia. Despite my preference...

Nomadic Equity

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)