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)

<p>Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with large private sector banks ( ICICI) recording weak business growth and rise in NPA ratio while retail-focused private sector banks (Yes bank, IndusInd) continuing to outperform in growth and asset quality. Across the board rally in the banks with strong moves in SOE banks , therefore comes as a surprise. From the lows recorded in Feb/Mar, PSU banks…</p>

Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with large private sector banks ( ICICI) recording weak business growth and rise in NPA ratio while retail-focused private sector banks (Yes bank, IndusInd) continuing to outperform in growth and asset quality. Across the board rally in the banks with strong moves in SOE banks , therefore comes as a surprise. From the lows recorded in Feb/Mar, PSU banks…

Motilal Oswal Financial Services (MOFS IN)

Mahindra & Mahindra Fin Services Ltd. (MMFS IN)

Ojas Asset Reconstruction Lmited (OJAR IN)

Cholamandalam Investment and Finance (CIFC IN)

Pilani Investment and Industries (PIICL IN)

ICICI Prudential Life Insurance (IPRU IN)

Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms