Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

<h2>China: Policy direction has long-term consequences</h2><ul>
<li>
Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal mining industry led profit gains, with profits rising 110% in Oct 16 ytd, up from 65.1% in Sep 16.</li>
<li>
Authorities tighten capital controls: Regulators are planning to bar Chinese companies from participating in foreign merger and acquisition deals worth USD10bn or more (Limit is lowered to USD1bn for non-core business related M&amp;As).</li>
</ul>Assessment: Short term…

China: Policy direction has long-term consequences

Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal mining industry led profit gains, with profits rising 110% in Oct 16 ytd, up from 65.1% in Sep 16.

Authorities tighten capital controls: Regulators are planning to bar Chinese companies from participating in foreign merger and acquisition deals worth USD10bn or more (Limit is lowered to USD1bn for non-core business related M&amp;As).
Assessment: Short term…

East Asia Update: China's Policy Direction, Korea's Political Woes and Taiwan's Economic Momentum

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million units</li><li>Rising consumer demand for convenience supports strong volume growth in 2016</li><li>Robotic vacuum cleaners leads growth in 2016, with volume sales rising by 18%</li><li>Average current unit prices increase by 1% in 2016</li><li>Philips China continues to lead sales in 2016, recording a volume share of 21%</li><li>Vacuum cleaners is projected to post a volume CAGR of 7% for the forecast period, with sales reaching 11 million units by 2021</li></ul>

Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million unitsRising consumer demand for convenience supports strong volume growth in 2016Robotic vacuum cleaners leads growth in 2016, with volume sales rising by 18%Average current unit prices increase by 1% in 2016Philips China continues to lead sales in 2016, recording a volume share of 21%Vacuum cleaners is projected to post a volume CAGR of 7% for the forecast period, with sales reaching 11 million units by 2021

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

The Securities and Futures Commission of Hong Kong (SFC) and the China Securities Regulatory Commission (CSRC) issued a joint announcement on 25 November 2016 approving the launch of the long-awaited Shenzhen-Hong Kong Stock Connect and trading commenced this week on 5 December 2016. This supplements the prior joint official announcement made by the SFC and the CSRC in August 2016.

The Securities and Futures Commission of Hong Kong (SFC) and the China Securities Regulatory Commission (CSRC) issued a joint announcement on 25 November 2016 approving the launch of the long-awaited Shenzhen-Hong Kong Stock Connect and trading commenced this week on 5 December 2016. This supplements the prior joint official announcement made by the SFC and the CSRC in August 2016.

The Shenzhen–Hong Kong Stock Connect. A Legal Update from Dechert's Financial Services Group

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

China's monetary expansion in 2003-2011 was underpinned by massive balance of payments surpluses (of 5-12% of GDP annually). Those surpluses shrank in 2012-14 (to 1-4% of GDP), but rapid monetary expansion resumed in 2013, undermining local confidence in the RMB as China's money supply ran far ahead of the shrinking payments surplus. In 2H 2014, 2015 and 2016, the balance of payments swung into deficit (3.2% of GDP in 2015, likely a bit smaller in 2016), but China's money-supply continued to…

China's monetary expansion in 2003-2011 was underpinned by massive balance of payments surpluses (of 5-12% of GDP annually). Those surpluses shrank in 2012-14 (to 1-4% of GDP), but rapid monetary expansion resumed in 2013, undermining local confidence in the RMB as China's money supply ran far ahead of the shrinking payments surplus. In 2H 2014, 2015 and 2016, the balance of payments swung into deficit (3.2% of GDP in 2015, likely a bit smaller in 2016), but China's money-supply continued to…

New Capital Controls Highlight Policy Concerns and Growing Contradictions

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

China's old heavy-industrial north-eastern regions are in decline, as is their population. Recent figures presage a more general decline in China's population, which will reach its peak within the next few years.

China's old heavy-industrial north-eastern regions are in decline, as is their population. Recent figures presage a more general decline in China's population, which will reach its peak within the next few years.

The Decline of China's North-Eastern Regions

China

iShares China Large-Cap ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the FTSE China 50 Index, investing in large cap stocks. Its investments are focused in the financial, oil and gas, technology and communications sectors. The ETF uses a representative sampling indexing strategy, investing at least 90% of its assets in the securities of the underlying index.

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iShares China Large-Cap (FXI) (FXI US)

East Asia Update: China's Policy Direction, Korea's Political Woes and Taiwan's Economic Momentum

China: Policy direction has long-term consequences Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal...

Jason Tan

Sector Capsule: Vacuum Cleaners in China

Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million units Rising consumer demand for convenience supports...

Euromonitor International Ltd.

The Shenzhen–Hong Kong Stock Connect. A Legal Update from Dechert's Financial Services Group

The Securities and Futures Commission of Hong Kong (SFC) and the China Securities Regulatory Commission (CSRC) issued a joint announcement on 25...

Dechert LLP

New Capital Controls Highlight Policy Concerns and Growing Contradictions

China's monetary expansion in 2003-2011 was underpinned by massive balance of payments surpluses (of 5-12% of GDP annually). Those surpluses shrank...

Prasenjit K. Basu

The Decline of China's North-Eastern Regions

China's old heavy-industrial north-eastern regions are in decline, as is their population. Recent figures presage a more general decline in China's...

Bixmoor

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