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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)

Derating of the financial sector and NBFCs, in particular, has thrown up some good opportunities for investors in this space as the market is painting all the NBFCs with the same brush!Not all NBFCs are stressed and the stronger ones are actually looking to buy assets from highly leveraged players. We prefer NBFCs with a strong brand and good retail deposit franchises.RBI keeps its focus on inflation even as other nations with similar mandates (Indonesia, Philippines) have used rates to stabilise the currency. This leaves the burden of CAD adjustment entirely on the INR. We, therefore, believe that an NRI bond issue now has a higher probability than before.Government seeks to alleviate farm distress by asking insurance companies to speed up claim processing and has levied a penalty of 12% for unpaid claims.

Derating of the financial sector and NBFCs, in particular, has thrown up some good opportunities for investors in this space as the market is painting all the NBFCs with the same brush!Not all NBFCs are stressed and the stronger ones are actually looking to buy assets from highly leveraged players. We prefer NBFCs with a strong brand and good retail deposit franchises.RBI keeps its focus on inflation even as other nations with similar mandates (Indonesia, Philippines) have used rates to stabilise the currency. This leaves the burden of CAD adjustment entirely on the INR. We, therefore, believe that an NRI bond issue now has a higher probability than before.Government seeks to alleviate farm distress by asking insurance companies to speed up claim processing and has levied a penalty of 12% for unpaid claims. 

Mahindra & Mahindra Fin Services Ltd. (MMFS IN)

India Selected Topics: Opportunity in NBFCs, RBI Mandate and Election Spending Pick Up