Independent Insight Provider

Stewart Paterson

Taurus Advisors LLP

Macroeconomics

The Turkish Lira has plummeted 14.5% against the dollar and 11% against the Euro since the start of October. While the Lira has never been a great store of value, even by its own standards this fall is alarming in its speed.  Turkey has USD420bn of external debt of which about USD100bn is short term (2015 Nominal GDP was UD718bn). The country continues to run a a current account deficit despite politically unacceptably low growth and a low oil price (it is an oil importer). Unemployment has been…

The Turkish Lira has plummeted 14.5% against the dollar and 11% against the Euro since the start of October. While the Lira has never been a great store of value, even by its own standards this fall is alarming in its speed.  Turkey has USD420bn of external debt of which about USD100bn is short term (2015 Nominal GDP was UD718bn). The country continues to run a a current account deficit despite politically unacceptably low growth and a low oil price (it is an oil importer). Unemployment has been…

Money Matters: Is the Lira Signalling Default Is on the Way?

Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian referendum, as expected, produced a bad outcome for believers in the single European currency but as it turns out it was so widely expected that it triggered short covering in the Euro. I would highlight a few data points in the next few days that may add to dollar strength, cement the break-out in the DXY and lead to an acceleration in the up-trend in…

Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian referendum, as expected, produced a bad outcome for believers in the single European currency but as it turns out it was so widely expected that it triggered short covering in the Euro. I would highlight a few data points in the next few days that may add to dollar strength, cement the break-out in the DXY and lead to an acceleration in the up-trend in…

Money Matters: Short-Term Dollar Catalysts.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates and lending as one of their central features. In the Islamic world, however, where the very concept of interest is forbidden under Sharia – Islamic law – consumers looking to reconcile their banking needs with their faith are increasingly turning toward Islamic banking systems.

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates and lending as one of their central features. In the Islamic world, however, where the very concept of interest is forbidden under Sharia – Islamic law – consumers looking to reconcile their banking needs with their faith are increasingly turning toward Islamic banking systems.

Consumer Finance in an Interest-Free World – An Overview of Islamic Banking

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.

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for Uber across cities, learnt during one of his early India visits. He was exhorting Indians to be hustlers during a guest lecture to aspiring tech entrepreneurs.  And India definitely seems to have lived up to its reputation of Jugaad/Hustlers once again after demonetization, as more than half of the outstanding High-Value notes (Rs8trn out of Rs15.3trn)…

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for Uber across cities, learnt during one of his early India visits. He was exhorting Indians to be hustlers during a guest lecture to aspiring tech entrepreneurs.  And India definitely seems to have lived up to its reputation of Jugaad/Hustlers once again after demonetization, as more than half of the outstanding High-Value notes (Rs8trn out of Rs15.3trn)…

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

Managing Partner, Ampersand Investment Advisors

Rahul Singh

Managing Partner

Ampersand Investment Advisors

We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth expectations. While we expected a correction, it came from completely unexpected quarters. The beneficiaries from the favorable macro tidings (monsoons, pay commission) in what was supposed to be a very strong 2HFY17 have suffered a setback post-demonetization. This prompts us to re-evaluate our sector and market cap preferences in this edition of the Ampersand newsletter.

We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth expectations. While we expected a correction, it came from completely unexpected quarters. The beneficiaries from the favorable macro tidings (monsoons, pay commission) in what was supposed to be a very strong 2HFY17 have suffered a setback post-demonetization. This prompts us to re-evaluate our sector and market cap preferences in this edition of the Ampersand newsletter.

India

IndusInd Bank Limited is a Mumbai-based Indian new generation bank established in 1994. The Bank provides a range of banking and financial services including  wholesale banking, credit monitoring, risk management, tele-banking, investment banking and commercial lending. IndusInd Bank operates branches throughout India as well as an office in Dubai and London.

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Indusind Bank (IIB IN)

Money Matters: Is the Lira Signalling Default Is on the Way?

The Turkish Lira has plummeted 14.5% against the dollar and 11% against the Euro since the start of October. While the Lira has never been a great...

Stewart Paterson

Money Matters: Short-Term Dollar Catalysts.

Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...

Stewart Paterson

Consumer Finance in an Interest-Free World – An Overview of Islamic Banking

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates...

Euromonitor International Ltd.

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...

Asia Advisors

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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Money Matters: Is the Lira Signalling Default Is on the Way?

The Turkish Lira has plummeted 14.5% against the dollar and 11% against the Euro since the start of October. While the Lira has never been a great...

Stewart Paterson

Money Matters: Short-Term Dollar Catalysts.

Having broken convincingly through 100, the DXY (trade weighted dollar index) has pulled back in the past few days to test its break. The Italian...

Stewart Paterson

Consumer Finance in an Interest-Free World – An Overview of Islamic Banking

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates...

Euromonitor International Ltd.

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...

Asia Advisors

Taking Fresh Guard - Nov 16 Newsletter

We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth...

Ampersand Investment Advisors