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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)

Strong GDP growth at 8.2% in Q1FY2019 shows a broad-based recovery and will result in upward revisions from the street. We can expect growth to hit 8% for the entire year if the consumption trends sustainStrong growth also provides a much-needed reprieve for BJP that has been under attack in media for recording lower growth in its current term compared to 10 years of the previous UPA governmentThe missing feel-good factor, mainly due to rural distress and jobless growth, may finally turn around as terms of trade for agriculture improve (MSP hikes) and a recovery in manufacturing &amp; construction drives skilled &amp; unskilled jobs in urban areasRisks to growth, however, arise from rising oil prices and resulting impact on CAD that we expect to hit 3% of GDP in FY2019. Financing of CAD can become a constraint and expect more tariff hikes on non-essential imports in the tradeoff between consumer imports vs machinery imports (as crude oil imports are inelastic)

Strong GDP growth at 8.2% in Q1FY2019 shows a broad-based recovery and will result in upward revisions from the street. We can expect growth to hit 8% for the entire year if the consumption trends sustainStrong growth also provides a much-needed reprieve for BJP that has been under attack in media for recording lower growth in its current term compared to 10 years of the previous UPA governmentThe missing feel-good factor, mainly due to rural distress and jobless growth, may finally turn around as terms of trade for agriculture improve (MSP hikes) and a recovery in manufacturing &amp; construction drives skilled &amp; unskilled jobs in urban areasRisks to growth, however, arise from rising oil prices and resulting impact on CAD that we expect to hit 3% of GDP in FY2019. Financing of CAD can become a constraint and expect more tariff hikes on non-essential imports in the tradeoff between consumer imports vs machinery imports (as crude oil imports are inelastic)

Big Relief for Modi As Q1GDP Strong; Manufacturing & Construction Sector Growth to Help Create Jobs