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

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

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

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Debt worries mount: Singapore companies face a USD17bn debt scramble. Weak performance in the resources sector is casting concern over the USD12.4bn in bond payments that are due by the end of 2017. A Reuters study of 228 non-financial companies showed that 74 had net debt more than five times core profit.</li>
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12 straight monthly falls in loans: Bank loans fell 0.8% y/y in Sep 16, on the back of a 1.6% decline in Aug 16. Business loans fell markedly in Sep 16 with large declines recorded in…</li>
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Debt worries mount: Singapore companies face a USD17bn debt scramble. Weak performance in the resources sector is casting concern over the USD12.4bn in bond payments that are due by the end of 2017. A Reuters study of 228 non-financial companies showed that 74 had net debt more than five times core profit.

12 straight monthly falls in loans: Bank loans fell 0.8% y/y in Sep 16, on the back of a 1.6% decline in Aug 16. Business loans fell markedly in Sep 16 with large declines recorded in…


Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of portability, poor payouts, limited coverage and even the threat of huge deficits.

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of portability, poor payouts, limited coverage and even the threat of huge deficits. 

The Prospects for Pension Reform in China

Jobs take a hit even as factory production stages a revival<ul>
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Industrial production sustains nascent uptick, rising a robust 6.7% y/y in Sep 16 from 0.5% in August, and the second month of expansion. Excluding the volatile biomedical manufacturing sector, industrial production grew 3.5% in Sep 16, up from 2.9% in Aug 16.</li>
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Overall, the main drivers of growth were the biomedical cluster, which surged 22.2% y/y in Sep 16, up from a decline of 8.8% in Aug 16, and electronics production, which grew 15.9%…</li>
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Jobs take a hit even as factory production stages a revival

Industrial production sustains nascent uptick, rising a robust 6.7% y/y in Sep 16 from 0.5% in August, and the second month of expansion. Excluding the volatile biomedical manufacturing sector, industrial production grew 3.5% in Sep 16, up from 2.9% in Aug 16.

Overall, the main drivers of growth were the biomedical cluster, which surged 22.2% y/y in Sep 16, up from a decline of 8.8% in Aug 16, and electronics production, which grew 15.9%…


Singapore: Job Losses Will Bring About Economic Consequences

United States

iShares MSCI Singapore ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Singaporean market, as measured by the MSCI Singapore 25/50 Index. The ETF invests in a representative sample of index stocks using a "portfolio sampling" technique. SGX Trading Name: IS MSCI SIN 100US$

iShares MSCI Singapore ETF (EWS US)

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

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

Singapore: Expect Further Deterioration

Debt worries mount: Singapore companies face a USD17bn debt scramble. Weak performance in the resources sector is casting concern over the...

Manu Bhaskaran

The Prospects for Pension Reform in China

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of...

Bixmoor

Singapore: Job Losses Will Bring About Economic Consequences

Jobs take a hit even as factory production stages a revival Industrial production sustains nascent uptick, rising a robust 6.7% y/y in Sep 16 from...

Jason Tan