Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

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

Thematic (Sector/Industry)

There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy appears to be in a positive spiral, likely to boost Asian exports by more than expected:The upside surprise in US manufacturing is just the beginning of more upside surprises in the US, a virtuous upward spiral is emerging:<ul><li>
Fed’s Beige Book revealed tightening labour markets and rising wages: Anecdotal information from Jan 17 to mid-Feb 17 pointed towards…</li></ul>

There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy appears to be in a positive spiral, likely to boost Asian exports by more than expected:The upside surprise in US manufacturing is just the beginning of more upside surprises in the US, a virtuous upward spiral is emerging:
Fed’s Beige Book revealed tightening labour markets and rising wages: Anecdotal information from Jan 17 to mid-Feb 17 pointed towards…

How Much Risk Does the US Pose to Asian Economies?

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 liberalization of its tough birth control policies was intended to stimulate an uptick in births. Evidence so far has been mixed. National surveys suggest an increase, whereas local surveys are showing little change. Do officials know what is really happening?

China's liberalization of its tough birth control policies was intended to stimulate an uptick in births. Evidence so far has been mixed. National surveys suggest an increase, whereas local surveys are showing little change. Do officials know what is really happening?

Births in China Show Little Sign of Increase

A few things have stood out in the National People’s Congress (NPC) sessions so far and events leading up to it:<ul><li>
Reluctance to give up ambitious growth targets: Premier Li Keqiang outlined a growth target of 6.5% or higher if possible, which is not very different from 2016’s 6.5%-7% target. Clearly, President Xi Jinping’s promise of China attaining the status of a moderately advanced economy by 2020 is too important to be put at risk by a lower growth target. The signal that provincial and local…</li></ul>

A few things have stood out in the National People’s Congress (NPC) sessions so far and events leading up to it:
Reluctance to give up ambitious growth targets: Premier Li Keqiang outlined a growth target of 6.5% or higher if possible, which is not very different from 2016’s 6.5%-7% target. Clearly, President Xi Jinping’s promise of China attaining the status of a moderately advanced economy by 2020 is too important to be put at risk by a lower growth target. The signal that provincial and local…

China: NPC Session Underlines President Xi's Growing Dominance

Protests in China are becoming more widespread, particularly labor disputes, protests against environmental degradation and protests by army veterans. The decision to curtail official reporting will not make the problems go away.

Protests in China are becoming more widespread, particularly labor disputes, protests against environmental degradation and protests by army veterans. The decision to curtail official reporting will not make the problems go away.

Macroeconomics

South China Sea: US and China remain the key despite ASEAN efforts<ul><li>
US blows hot and cold with China: Despite US Secretary of State Tillerson’s amicable conversation with China’s State Councillor Yang Jiechi when they re-affirmed the importance of a constructive US-China relationship, a US carrier group led by the aircraft carrier USS Carl Vinson began ‘routine operations’ in the South China Sea. This appears to be a sign that the Trump Administration might want to push back harder on China’s…</li></ul>

South China Sea: US and China remain the key despite ASEAN efforts
US blows hot and cold with China: Despite US Secretary of State Tillerson’s amicable conversation with China’s State Councillor Yang Jiechi when they re-affirmed the importance of a constructive US-China relationship, a US carrier group led by the aircraft carrier USS Carl Vinson began ‘routine operations’ in the South China Sea. This appears to be a sign that the Trump Administration might want to push back harder on China’s…

US and China Push Their Respective Envelopes

China

iShares FTSE A50 China Index ETF is an exchanged-traded fund established in Hong Kong. The investment objective of the iShares FTSE A50 China Index ETF is to provide investment results that, before fees and expenses, closely correspond to the performance of A50 Index.

iShares FTSE/Xinhua A50 China (2823 HK)

How Much Risk Does the US Pose to Asian Economies?

There is one clear upside and two potential downsides from the current trajectory of policy and economic activity in the US.First, the economy...

Manu Bhaskaran

Births in China Show Little Sign of Increase

China's liberalization of its tough birth control policies was intended to stimulate an uptick in births. Evidence so far has been mixed. National...

Bixmoor

China: NPC Session Underlines President Xi's Growing Dominance

A few things have stood out in the National People’s Congress (NPC) sessions so far and events leading up to it: Reluctance to give up ambitious...

Manu Bhaskaran

Growing Number of Protests in China

Protests in China are becoming more widespread, particularly labor disputes, protests against environmental degradation and protests by army...

Bixmoor

US and China Push Their Respective Envelopes

South China Sea: US and China remain the key despite ASEAN efforts US blows hot and cold with China: Despite US Secretary of State Tillerson’s...

Manu Bhaskaran