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.

Equity Bottom-Up

Bharat Financial Inclusion / Equity Bottom-Up

<p>IndusInd-Bharat Financial announced a 30 days exclusivity period for merger talks starting yesterday and the street has taken it v positively with a good rally today for IndusInd (up 5%) and Bharat Financial (up 3.5%). The news also led to a rally in other banking names like yes bank and also HDFC bank with expectations of more such acquisitions. The rationale for these acquisitions is clear as microfinance sector is still significantly under-penetrated vs consumer credit which today is at 20%…</p>

IndusInd-Bharat Financial announced a 30 days exclusivity period for merger talks starting yesterday and the street has taken it v positively with a good rally today for IndusInd (up 5%) and Bharat Financial (up 3.5%). The news also led to a rally in other banking names like yes bank and also HDFC bank with expectations of more such acquisitions. The rationale for these acquisitions is clear as microfinance sector is still significantly under-penetrated vs consumer credit which today is at 20%…

IndusInd-BFIL Talks Signal that Demonetization Linked Troubles of Microfinance Sector Are Temporary