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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)

India Financials / Thematic (Sector/Industry)

Shadow-Boxing between the RBI and the government continues in the run-up to the vital meeting on 19th Nov.
However, the indications are that compromise is very likely with RBI conceding some ground on NBFC liquidity and possibly also selected change in PCA (prompt corrective action) norms for PSU banks. The government will also want a committee in place to look into the issue of the appropriate level of RBI reserves. 
Investors may see the compromise as a short-term positive (as it removes immediate uncertainty) and probably view the dispute as a one-off event.
However, looking beyond the current dispute, the larger issue remains of the government exerting its influence on the RBI and recurrence of such tussles in future

Shadow-Boxing between the RBI and the government continues in the run-up to the vital meeting on 19th Nov.
However, the indications are that compromise is very likely with RBI conceding some ground on NBFC liquidity and possibly also selected change in PCA (prompt corrective action) norms for PSU banks. The government will also want a committee in place to look into the issue of the appropriate level of RBI reserves. 
Investors may see the compromise as a short-term positive (as it removes immediate uncertainty) and probably view the dispute as a one-off event.
However, looking beyond the current dispute, the larger issue remains of the government exerting its influence on the RBI and recurrence of such tussles in future

A Compromise Between the RBI & Govt Likely But The Current Tussle May Only Be A Begining