India Politics: More Lok Sabha By-Elections = More 'Trial by Fire' Moments for BJP

A Modi Put Option: Political Events Are Usually A Buying Opportunity in India; GE2019 Upset Unlikely

Big Boost to BJP's Chances in General Election 2019; Modi Makes Impact; Global Era of Strong Leaders

India: Market Correction Due to LTCG or Change in Relative Attractiveness of Equities Bigger Driver?

India: Three IPOs from Government Owned Companies in March, Stay Clear or Should You Look at Them?

Hindustan Aeronautics IPO Review - A Discount to Other Defence Peers Seems Appropriate

Bharat Dynamics IPO: Top Defence Play at Undemanding Valuation

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>Bandhan Bank IPO that closed on Monday indicates that the euphoria seen in India's IPO markets is well behind us, be it large-caps or small-caps. Bandhan bank is one of the leading success stories of India's microfinancing boom and one of the two lenders that were awarded a banking license by RBI (other being IDFC) in 2015. The bank makes a strong business case for investments but was priced at 4x P/B which is above almost all the banks listed on the exchange. While the issue sailed through but…</p>

Bandhan Bank IPO that closed on Monday indicates that the euphoria seen in India's IPO markets is well behind us, be it large-caps or small-caps. Bandhan bank is one of the leading success stories of India's microfinancing boom and one of the two lenders that were awarded a banking license by RBI (other being IDFC) in 2015. The bank makes a strong business case for investments but was priced at 4x P/B which is above almost all the banks listed on the exchange. While the issue sailed through but…

Monthly Equity Inflows May Fall by 1/3rd from Highs; Primary Market Demand Drops Significantly