EM - Back to the Future with the Fragile 10

India: March Inflation (CPI/CFPI Numbers) – Core Inflation Is Above the Comfort Level of RBI

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>Reports indicate that Saudi Arabia &amp; Russia are exploring ways to increase production and cool down the oil markets. Crude Oil dropped over 4% on Friday and has followed with another 1.5% fall on Monday after the news. Oil importing countries like India, Indonesia, Turkey are likely to get some respite as CAD was projected to rise above 2% of GDP in India &amp; Indonesia and it is already over 5% of GDP  in Turkey. Importantly we believe that EMs should utilise this opportunity to manage the…</p>

Reports indicate that Saudi Arabia &amp; Russia are exploring ways to increase production and cool down the oil markets. Crude Oil dropped over 4% on Friday and has followed with another 1.5% fall on Monday after the news. Oil importing countries like India, Indonesia, Turkey are likely to get some respite as CAD was projected to rise above 2% of GDP in India &amp; Indonesia and it is already over 5% of GDP  in Turkey. Importantly we believe that EMs should utilise this opportunity to manage the…

Use Oil Price Reprieve to Amend Macro Policies; Indo Debt/Forex High, Used>5% Reserves to Defend IDR