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

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

How Have Risks for Asia Changed Recently?

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)

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

Economist, Centennial Asia Advisors

Jason Tan

Economist

<ul>
<li>
Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.</li>
<li>Coming soon…</li>
</ul>



Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.
Coming soon…


China – US Competition: Posturing to Increase in Asia-Pacific

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.

Distracted by a political and financial scandal involving some of the country's most prominent figures and with economic worries, Malaysia has won political and financial support from China. But at what cost?

Distracted by a political and financial scandal involving some of the country's most prominent figures and with economic worries, Malaysia has won political and financial support from China. But at what cost?

<ul><li>India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.</li><li>ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.</li></ul>

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.

Global Competitiveness Index 2016: Winners and Losers in Asia

United States

iShares MSCI Malaysia ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Malaysian market, as measured by the MSCI  Malaysia Index. The ETF invests in a representative sample of index stocks using a  "portfolio sampling" technique.

iShares MSCI Malaysia ETF (EWM US)

How Have Risks for Asia Changed Recently?

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook...

Manu Bhaskaran

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...

Asia Advisors

China – US Competition: Posturing to Increase in Asia-Pacific

Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of...

Jason Tan

A Malaysian Pivot Towards China?

Distracted by a political and financial scandal involving some of the country's most prominent figures and with economic worries, Malaysia has won...

Bixmoor

Global Competitiveness Index 2016: Winners and Losers in Asia

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding...

Manu Bhaskaran