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)

Narendra Modi government completes two years in office this month and initial euphoria surrounding his victory has been quickly replaced by widespread disappointment in second year as reform momentum and economic growth lag expectations. His inability to resolve stalemate in Parliament has held up key reforms that many thought would be a cakewalk after his huge election win. Today, market participants are adjusting to new realities that slow growth and lack of reforms may well be here to stay as logjam in Rajya Sabha (upper house) continues and banking sector clean up takes much longer.We look at the fine print beyond the headlines to see how the government machinery is responding these new realities in order to make an objective assessment. Even as many observers are writing off this govt after seeing the first two year performance, we find it is not all gloom for the economy and government's steady push for infra creation, emphasis on incremental reforms relating to financial inclusion, green energy along with strong support to Central bank in banking sector clean up sets stage for higher growth in coming years. Below we evaluate the arguments on both sides of the spectrum.

Narendra Modi government completes two years in office this month and initial euphoria surrounding his victory has been quickly replaced by widespread disappointment in second year as reform momentum and economic growth lag expectations. His inability to resolve stalemate in Parliament has held up key reforms that many thought would be a cakewalk after his huge election win. Today, market participants are adjusting to new realities that slow growth and lack of reforms may well be here to stay as logjam in Rajya Sabha (upper house) continues and banking sector clean up takes much longer.We look at the fine print beyond the headlines to see how the government machinery is responding these new realities in order to make an objective assessment. Even as many observers are writing off this govt after seeing the first two year performance, we find it is not all gloom for the economy and government's steady push for infra creation, emphasis on incremental reforms relating to financial inclusion, green energy along with strong support to Central bank in banking sector clean up sets stage for higher growth in coming years. Below we evaluate the arguments on both sides of the spectrum.

Second Year Review of Modi Govt: Silverlinings in Growth & Infra; Rajan Says on Cusp of a Revolution