India's External Sector Turning Slippery: Softbank Conditional Proposal of $1trn Exposes Faultlines

Misaligned Forex Policy+5% Plus Core CPI=Rate Hikes; Expect Hikes in Jun & Oct And Possibly Also Mar

India: Increasing Coal Imports - Implications for Coal India Ltd, Power Sector and the Economy

US Currency Watchlist: India Joins List; Relevance of the Report Post Unilateral Tariff Measures??

US Treasury FX Report: INR in Focus After India Is Added to Monitoring List

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)

<p>India has earned a unique distinction of being the only country running a current account deficit (CAD) that has been added to the US Treasury currency watch list. And much to the chagrin of US Treasury, INR has promptly fallen within a day of being added, when most currencies would actually appreciate after facing heat from the US! One of the key reasons for being on the list is that Indian Central bank, RBI added $56bn (over 2% of GDP) in foreign exchange reserves in 2017 thereby crossing a…</p>

India has earned a unique distinction of being the only country running a current account deficit (CAD) that has been added to the US Treasury currency watch list. And much to the chagrin of US Treasury, INR has promptly fallen within a day of being added, when most currencies would actually appreciate after facing heat from the US! One of the key reasons for being on the list is that Indian Central bank, RBI added $56bn (over 2% of GDP) in foreign exchange reserves in 2017 thereby crossing a…

INR Links to Oil Again: CAD>FDI to Hit INR; Unless POTUS Tweets Don't Expect Major RBI Interventions