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

<ul><li>The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view is that the gradual and modest recovery of the G3 economies should outweigh the risks stemming from a decelerating China and act as a positive jolt for regional economies.</li><li>We highlight a series of indicators which show where the vulnerabilities for regional currencies may lie.</li></ul>

The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view is that the gradual and modest recovery of the G3 economies should outweigh the risks stemming from a decelerating China and act as a positive jolt for regional economies.We highlight a series of indicators which show where the vulnerabilities for regional currencies may lie.

Regional Currency Outlook: Where Are the Vulnerabilities? (Part 1)

Economist, Centennial Asia Advisors

Jason Tan

Economist

India: Speculation rife over possible Cabinet reshuffle<ul>
<li>There has been no official comment from Prime Minister Modi on intense media speculation about an impending cabinet reshuffle. However, there are good reasons for Modi to push for one.</li>
<li>First, a year and a half after his massive election victory, he has still little to show voters who supported him for his promise of strong leadership that would revive economic growth. He needs a stronger cabinet to deliver on this promise.</li>
<li>Second, with two…</li>
</ul>

India: Speculation rife over possible Cabinet reshuffle
There has been no official comment from Prime Minister Modi on intense media speculation about an impending cabinet reshuffle. However, there are good reasons for Modi to push for one.
First, a year and a half after his massive election victory, he has still little to show voters who supported him for his promise of strong leadership that would revive economic growth. He needs a stronger cabinet to deliver on this promise.
Second, with two…


Indian PM Narendra Modi made an impromptu visit to Pakistani PM Nawaz Sharif on the occasion of the latter’s birthday in December, spending two hours at Sharif’s residence. Following the visit, it was agreed that the foreign secretaries of both countries would meet in mid-Jan 16 to prepare a comprehensive dialogue on key bilateral issues.Implications: A good chance of improving economic ties<ul><li>The failure of so many previous efforts to improve ties means that this new initiative should be treated…</li></ul>

Indian PM Narendra Modi made an impromptu visit to Pakistani PM Nawaz Sharif on the occasion of the latter’s birthday in December, spending two hours at Sharif’s residence. Following the visit, it was agreed that the foreign secretaries of both countries would meet in mid-Jan 16 to prepare a comprehensive dialogue on key bilateral issues.Implications: A good chance of improving economic tiesThe failure of so many previous efforts to improve ties means that this new initiative should be treated…

<ul>
<li>India's Foreign Minister Sushma Swaraj meeting with Pakistani Prime Minister Nawaz Sharif in Pakistan ended in an agreement to start a comprehensive bilateral dialogue to expand trade and cooperation. This was a significant breakthrough in India-Pakistan relations which have blown hot and cold over the past few decades.</li>
<li>Significantly, Swaraj said that Indian Prime Minister Modi would attend the 2016 South Asian Association for Regional Cooperation Conference in Islamabad, the first Indian Prime…</li>
</ul>


India's Foreign Minister Sushma Swaraj meeting with Pakistani Prime Minister Nawaz Sharif in Pakistan ended in an agreement to start a comprehensive bilateral dialogue to expand trade and cooperation. This was a significant breakthrough in India-Pakistan relations which have blown hot and cold over the past few decades.
Significantly, Swaraj said that Indian Prime Minister Modi would attend the 2016 South Asian Association for Regional Cooperation Conference in Islamabad, the first Indian Prime…


Significant Breakthrough in India-Pakistan Relations

<ul><li>India's 3Q15 GDP increased 7.43% y/y driven by increased public expenditure and manufacturing output but more recent data showing slower increases in new orders and output in manufacturing suggests that some headwinds remain.</li><li>What is needed to overcome these headwinds?</li></ul>

India's 3Q15 GDP increased 7.43% y/y driven by increased public expenditure and manufacturing output but more recent data showing slower increases in new orders and output in manufacturing suggests that some headwinds remain.What is needed to overcome these headwinds?

India: Acceleration in Growth Momentum Held Back by Slow Reform and High Corporate Debt

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)

Regional Currency Outlook: Where Are the Vulnerabilities? (Part 1)

The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view...

Manu Bhaskaran

India, Indonesia - Reshuffling the Pack

India: Speculation rife over possible Cabinet reshuffle There has been no official comment from Prime Minister Modi on intense media speculation...

Jason Tan

Indo- Pakistan: Potential Game Changer

Indian PM Narendra Modi made an impromptu visit to Pakistani PM Nawaz Sharif on the occasion of the latter’s birthday in December, spending two...

Jason Tan

Significant Breakthrough in India-Pakistan Relations

India's Foreign Minister Sushma Swaraj meeting with Pakistani Prime Minister Nawaz Sharif in Pakistan ended in an agreement to start a...

Manu Bhaskaran

India: Acceleration in Growth Momentum Held Back by Slow Reform and High Corporate Debt

India's 3Q15 GDP increased 7.43% y/y driven by increased public expenditure and manufacturing output but more recent data showing slower increases...

Manu Bhaskaran