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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)

<p>The headline CPI data released yesterday came in a little lower than expectations at 5% YoY but core inflation is higher at 6.7% YoY. Headline numbers have been affected by a lower base of the previous year as the MoM trends show a subdued core inflation in June. Picture improves further if we exclude petrol &amp; diesel from core inflation (also sometimes called core-core inflation) as most of the lagged rise in domestic petrol prices materialised over May &amp; June. However, this MoM number will not…</p>

The headline CPI data released yesterday came in a little lower than expectations at 5% YoY but core inflation is higher at 6.7% YoY. Headline numbers have been affected by a lower base of the previous year as the MoM trends show a subdued core inflation in June. Picture improves further if we exclude petrol &amp; diesel from core inflation (also sometimes called core-core inflation) as most of the lagged rise in domestic petrol prices materialised over May &amp; June. However, this MoM number will not…

RBI to Raise 2H FY19 CPI to 5%+; India Behind the Curve in Rate Cycle; Expect 50bp Rate Hike in 2H