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

<h2>South Korea: Economy slows as headwinds continue to hit</h2><ul>
<li>
Economy slows in 3Q16. GDP grew 2.7% y/y in 3Q16, down from 3.3% in 2Q16. Government consumption expenditure helped support growth while private consumption lagged. However, the slight uptick in investment was more promising.</li>
<li>
Trade is recovering: Exports of goods and services rose 2.9% y/y in 3Q16, on the back of 1.9% in 2Q16. Imports of goods and services rose 4.6% y/y in 3Q16, up from 3.3% in 2Q16.</li>
</ul>Assessment: Headwinds continue to batter…

South Korea: Economy slows as headwinds continue to hit

Economy slows in 3Q16. GDP grew 2.7% y/y in 3Q16, down from 3.3% in 2Q16. Government consumption expenditure helped support growth while private consumption lagged. However, the slight uptick in investment was more promising.

Trade is recovering: Exports of goods and services rose 2.9% y/y in 3Q16, on the back of 1.9% in 2Q16. Imports of goods and services rose 4.6% y/y in 3Q16, up from 3.3% in 2Q16.
Assessment: Headwinds continue to batter…

Diverging Fortunes Among East Asian Exporters

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<ul>
<li>On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean Stock Market until the end of this year, many of which are listed on KOSDAQ. From January 1st to October 26th, KOSDAQ was down 6.9%. In the same period, KOSPI was up 2.7%.  KNPF will select 10 asset managers that will help to invest 1 trillion won in small-mid cap stocks on Korea Stock Market. </li>
<li>Previously, KNPF had the following investment criteria for…</li>
</ul>


On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean Stock Market until the end of this year, many of which are listed on KOSDAQ. From January 1st to October 26th, KOSDAQ was down 6.9%. In the same period, KOSPI was up 2.7%.  KNPF will select 10 asset managers that will help to invest 1 trillion won in small-mid cap stocks on Korea Stock Market. 
Previously, KNPF had the following investment criteria for…


Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea

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

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not have come at a worse time for the country, which faces an unpredictable northern neighbor, poor relations with China and few regional allies.

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not have come at a worse time for the country, which faces an unpredictable northern neighbor, poor relations with China and few regional allies.

South Korea

iShares MSCI South Korea ETF is an exchange traded fund incorporated in the USA. The ETF tracks the performance of the MSCI Korea 25-50 USD Index. The fund holds companies of all market caps which are primarily traded on the Korean exchange. The ETF's holdings are primarily focused in the consumer discretionary, financial and information technology sectors.

iShares MSCI South Korea ETF (EWY 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

Diverging Fortunes Among East Asian Exporters

South Korea: Economy slows as headwinds continue to hit Economy slows in 3Q16. GDP grew 2.7% y/y in 3Q16, down from 3.3% in 2Q16. Government...

Jason Tan

Korea National Pension Fund - Commitment to Buy 1 Trillion Won Worth of Small Cap Stocks in Korea

On October 26th, The Korea National Pension Fund (KNPF) announced that it will purchase 1 trillion won worth of small-mid cap stocks on the Korean...

Douglas Kim

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

President Park and the Eight Fairies

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not...

Bixmoor