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.

Macroeconomics

<p>Inflation rate as measured by CPI jumped to 2.4% y-o-y for the month of July (from 1.5% y-o-y in June) against market expectation of 1.9%. July was also the first month of GST implementation and at the first sight inflation index for several goods &amp; services has jumped up (m-o-m) post-GST while corresponding fall in prices of products now attracting lower taxes has not taken place. Even as a spike in prices of select vegetables and also the housing price index played a major role in the rise in…</p>

Inflation rate as measured by CPI jumped to 2.4% y-o-y for the month of July (from 1.5% y-o-y in June) against market expectation of 1.9%. July was also the first month of GST implementation and at the first sight inflation index for several goods &amp; services has jumped up (m-o-m) post-GST while corresponding fall in prices of products now attracting lower taxes has not taken place. Even as a spike in prices of select vegetables and also the housing price index played a major role in the rise in…

Is GST Turning Inflationary for India: An Analysis of the July CPI Spike?