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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>If the markets stay at current levels we see a good chance of crowding in from the HNIs and speculators which will eventually lead to a further rally. Improving economic growth will also support valuations and draw in the fence sitters who exited after the carnage in small &amp; mid caps.  The decline in the inflows in equity mutual funds from March - June can easily get reversed as investors increasingly get positive on the election led rally helped by a more stable crude oil price. SIPs are…</p>

If the markets stay at current levels we see a good chance of crowding in from the HNIs and speculators which will eventually lead to a further rally. Improving economic growth will also support valuations and draw in the fence sitters who exited after the carnage in small &amp; mid caps.  The decline in the inflows in equity mutual funds from March - June can easily get reversed as investors increasingly get positive on the election led rally helped by a more stable crude oil price. SIPs are…

Rally to Widen as MidCaps Bottom Out; GDP Growth & Lack of Investment Alternatives Are +ve for Mkts