India Power Sector: Tough Times to Continue for Regulated Utilities - Bad News for NTPC, Power Grid

India On-The-Ground: Why Larsen & Toubro Corrected 10% in Last One Month, What to Do with It Now?

RBI to Raise 2H FY19 CPI to 5%+; India Behind the Curve in Rate Cycle; Expect 50bp Rate Hike in 2H

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

India Politics: Bad News for BJP from J&K, Is This How the NDA Cookie Will Crumble?

India: Domestic Retail Investors Have Been Patient so Far but for How Long?

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>EM Currency volatility is a new reality at least for another month as global uncertainty rises. In a risk-off environment, even the stronger currencies like are not immune from the reaction as we saw last week after US Fed rate meeting. Even as many fund managers claim to not to consider EM nations as a homogenous group anymore but in a risk-off period they have repeated the same. EM countries have been siloed into weak or strong based on the external sector vulnerability. While Turkey…</p>

EM Currency volatility is a new reality at least for another month as global uncertainty rises. In a risk-off environment, even the stronger currencies like are not immune from the reaction as we saw last week after US Fed rate meeting. Even as many fund managers claim to not to consider EM nations as a homogenous group anymore but in a risk-off period they have repeated the same. EM countries have been siloed into weak or strong based on the external sector vulnerability. While Turkey…

New Pecking Order of Risk for Asia CAD Currencies: IDR, PHP & INR; More Rate Hikes Expected In All