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)

"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.

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.

Dynamic population growth over the historic period has made India one of the most prospective markets for potential growth in toys and games globally. However, the country’s low-income level has kept spending on discretionary categories like toys and games beyond the reach of large swaths of population. Still India’s middle class continues to grow, and the general population is becoming increasingly urban. The child population is also growing, yet it’s growing slower than the number of households leading to lower dependency ratios. This combination of factors is expected to yield a very favourable environment for toys and games spending in 2020-2025.

Dynamic population growth over the historic period has made India one of the most prospective markets for potential growth in toys and games globally. However, the country’s low-income level has kept spending on discretionary categories like toys and games beyond the reach of large swaths of population. Still India’s middle class continues to grow, and the general population is becoming increasingly urban. The child population is also growing, yet it’s growing slower than the number of households leading to lower dependency ratios. This combination of factors is expected to yield a very favourable environment for toys and games spending in 2020-2025.

Demographics Point to 2020-2025 as the Golden Years for India's Toys and Games Market

Specialist in Indian Banking and Economic Research

Hemindra Hazari

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8, 2016. The withdrawing and replacing of 86% of the currency in circulation in a cash economy like India has led to an upheaval in markets leading to a severe shortage of cash. While supporters of the prime minister have hailed the move as a “surgical strike” against black money, there is nothing surgical or precision-guided about it and the entire…

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8, 2016. The withdrawing and replacing of 86% of the currency in circulation in a cash economy like India has led to an upheaval in markets leading to a severe shortage of cash. While supporters of the prime minister have hailed the move as a “surgical strike” against black money, there is nothing surgical or precision-guided about it and the entire…

The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to replace it with new notes. People having high-value notes will need to deposit it in a bank and exchange it for new notes until end December'16 ( and in the process, any large volume of cash deposits if undertaken will attract the tax authorities). High-value currency notes have always served as convenient storage points of undeclared and/or illegal…

The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to replace it with new notes. People having high-value notes will need to deposit it in a bank and exchange it for new notes until end December'16 ( and in the process, any large volume of cash deposits if undertaken will attract the tax authorities). High-value currency notes have always served as convenient storage points of undeclared and/or illegal…

Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely

India

Tata Motors Limited manufactures cars and commercial automotive vehicles in India. The Company designs, manufactures and sells heavy commercial, medium commercial and small commercial vehicles including trucks, tankers, vans, buses, ambulances and minibuses. Tata also manufactures small cars and sports utility vehicles.

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Tata Motors ADR (TTM US)

'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

Demographics Point to 2020-2025 as the Golden Years for India's Toys and Games Market

Dynamic population growth over the historic period has made India one of the most prospective markets for potential growth in toys and games...

Euromonitor International Ltd.

Demonetisation: Self Inflicted

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...

Hemindra Hazari

Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely

The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...

Asia Advisors

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

'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

Demographics Point to 2020-2025 as the Golden Years for India's Toys and Games Market

Dynamic population growth over the historic period has made India one of the most prospective markets for potential growth in toys and games...

Euromonitor International Ltd.

Demonetisation: Self Inflicted

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...

Hemindra Hazari

Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely

The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...

Asia Advisors