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

Macroeconomics

Since the passing of the GST Bill in India's Upper House of Parliament, more notable developments have come to the fore that could collectively foster stronger growth for the Indian economy.First, a favourable monsoon is a boon for agricultureIndia's monsoon rains continue to perform above normal levels. The Indian Meteorological Department has forecasted that that cumulative rainfall in the long-term will be above average. More importantly, India is seeing the best spatial distribution of rain…

Since the passing of the GST Bill in India's Upper House of Parliament, more notable developments have come to the fore that could collectively foster stronger growth for the Indian economy.First, a favourable monsoon is a boon for agricultureIndia's monsoon rains continue to perform above normal levels. The Indian Meteorological Department has forecasted that that cumulative rainfall in the long-term will be above average. More importantly, India is seeing the best spatial distribution of rain…

India: Onwards and Upwards on Economic Trajectory

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:<ol><li class="p1">The recent impact the Brexit has had on the global economy,</li><li class="p1">Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSI</li><li class="p1">Highlight which markets and sectors globally can be expected to outperform through year end. </li></ol>

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:The recent impact the Brexit has had on the global economy,Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSIHighlight which markets and sectors globally can be expected to outperform through year end. 

Why the Consensus Is Wrong on The UK - Strategy Through Year End

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: <a href="http://www.screencast.com/t/mdn546JX" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/mdn546JX&amp;source=gmail&amp;ust=1471215924139000&amp;usg=AFQjCNGSANYz4Evr_EpTf9P4rqByO_bZtA">http://www.screencast.com/t/mdn546JX</a> 9:58 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/011/678/original/CPG%20FRONT%20COVER.png?1471130905" class="editor-image img-responsive" data-smartkarma-image-id="11678"><figcaption class="figcaption">FX webcast</figcaption></figure> DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min.FX webcast DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight correction post Brexit, increased liquidity brought about by the ECBs and BOJs bond buying drove the general market upwards due to FIIs making a net investment of Rs.944.77 Cr (Jan-July alone has seen a 78% Yoy jump in investment), with mid caps showing the major gain. This FII optimism also resulted in the rupee appreciating against the dollar. Optimism…

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight correction post Brexit, increased liquidity brought about by the ECBs and BOJs bond buying drove the general market upwards due to FIIs making a net investment of Rs.944.77 Cr (Jan-July alone has seen a 78% Yoy jump in investment), with mid caps showing the major gain. This FII optimism also resulted in the rupee appreciating against the dollar. Optimism…

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Policy rates are likely to remain at current levels; downside risks to overvalued rupee.

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Policy rates are likely to remain at current levels; downside risks to overvalued rupee.

India: Growth Outlook Remains Tilted to the Downside

India

iShares MSCI India ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI India Index.

iShares MSCI India ETF (INDA US)

India: Onwards and Upwards on Economic Trajectory

Since the passing of the GST Bill in India's Upper House of Parliament, more notable developments have come to the fore that could collectively...

Manu Bhaskaran

Why the Consensus Is Wrong on The UK - Strategy Through Year End

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on: The recent impact the Brexit has had on the global...

David Riedel

FX Position Trades

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min. DXY backing off...

Thomas Schroeder

Market Round-Up for July 2016 & Outlook

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight...

Das Capital Management and Advisors

India: Growth Outlook Remains Tilted to the Downside

Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...

Rajan Govil