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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)

Significantly higher trade deficits partly driven by Electronics and Machinery segments (apart from crude oil) puts the nascent investment activity at riskWe expect CAD to cross 3% of GDP by end of this year (above consensus estimates of 2.5%), surprising the street and policymakers alike. Critics are blaming the FTAs with ASEAN and other nations for higher imports of electronic products, white &amp; brown goods and also textiles! India already ranks amongst the most frequent user of anti-dumping dutiesStudies show that FTAs have not benefited India commensurately and trade deficits with FTA partner nations have worsened. Government is increasingly using higher import tariffs to support the make in India programmeIt would be a huge step back if India opts out of RCEP trade agreement currently being negotiated. FTA membership is an important consideration for global MNC in deciding new manufacturing locations.

Significantly higher trade deficits partly driven by Electronics and Machinery segments (apart from crude oil) puts the nascent investment activity at riskWe expect CAD to cross 3% of GDP by end of this year (above consensus estimates of 2.5%), surprising the street and policymakers alike. Critics are blaming the FTAs with ASEAN and other nations for higher imports of electronic products, white &amp; brown goods and also textiles! India already ranks amongst the most frequent user of anti-dumping dutiesStudies show that FTAs have not benefited India commensurately and trade deficits with FTA partner nations have worsened. Government is increasingly using higher import tariffs to support the make in India programmeIt would be a huge step back if India opts out of RCEP trade agreement currently being negotiated. FTA membership is an important consideration for global MNC in deciding new manufacturing locations.

India Turns Protectionist as CAD>3% Likely; May Force India to Reconsider New FTAs; EMS Co.s to Gain