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

Global economy: World Bank takes a more positive view<ul>
<li>Global economic growth is set to accelerate to 2.7% in 2017 and 2.9% in 2018 and 2019 from just 2.4% in 2016. Advanced economies are gathering momentum while emerging economies are poised to enjoy accelerating growth over 2017-2019.</li>
<li>The global rebound is seen as sustainable as it is founded on multiple drivers. First, world trade is likely to grow faster than output, reversing two years of slower trade than output growth as growth becomes more…</li>
</ul>

Global economy: World Bank takes a more positive view
Global economic growth is set to accelerate to 2.7% in 2017 and 2.9% in 2018 and 2019 from just 2.4% in 2016. Advanced economies are gathering momentum while emerging economies are poised to enjoy accelerating growth over 2017-2019.
The global rebound is seen as sustainable as it is founded on multiple drivers. First, world trade is likely to grow faster than output, reversing two years of slower trade than output growth as growth becomes more…


Global Economy: Trends in Recent Data Support World Bank's More Upbeat Forecasts

Emerging Markets Cross-Asset Strategist, Emvest Partners

Guillaume Coutant

Emerging Markets Cross-Asset Strategist

Thematic (Sector/Industry)

<ol><li>South Africa is experiencing a period of political and financial turmoil, with the dismissal of the respected former finance minister Gordhan followed by the credit downgrade to junk. Erratic moves on the currency and mixed economic data made it difficult for the Central Bank (SARB) to act with consistency and efficiency.</li><li>South African assets, often considered as EM benchmarks, are also dependent on external factors like the FED monetary policy and world demand for commodities.</li><li>South African assets are showing strong cross asset correlations and interesting relationships with global markets.</li></ol>

South Africa is experiencing a period of political and financial turmoil, with the dismissal of the respected former finance minister Gordhan followed by the credit downgrade to junk. Erratic moves on the currency and mixed economic data made it difficult for the Central Bank (SARB) to act with consistency and efficiency.South African assets, often considered as EM benchmarks, are also dependent on external factors like the FED monetary policy and world demand for commodities.South African assets are showing strong cross asset correlations and interesting relationships with global markets.

South Africa : A Cross Asset Overview of an EM Benchmark Country

Partner, River Valley Asset Management

River Valley Asset Management

Partner

Singapore-based boutique asset management firm

River Valley Asset Management is a Singapore-based boutique asset management firm. Our team at RVAM strongly believes in being a trusted steward of our clients' wealth across generations.

Each of our fund managers has years of rich portfolio management experience over multiple market cycles at world-class investment houses. We bring our clients the combined strength of our investment team to manage their financial portfolios and to provide bespoke guidance on all aspects of their financial health.

We offer multi-asset class expert investment advice to accredited investors who are family offices, high net worth individuals and institutional investors to preserve and grow our clients' wealth.

The fund management team of the company includes Homiyar Vasania, Anand Ramachandran and Jamshed Desai.

As Donald Trump completes his first 100 days in office as president, it is worth looking at what it has meant for the US economy and Global financial markets. More than any other regime change, these 100 days have been high on newsflow, big on expectation while low key on delivery. The consequence of that is visible in falling economic indicators in the USA. The rest of the world went into Trump inauguration with trepidation, breathed a sigh of relief as his team got nominated but will now be left scratching their head on what a meek US economy would mean. Global markets have enjoyed the ride, with every nuance taken positively, but now reality would come to bite - if earnings do not follow expectation, growth does not follow optimism, how long before financial markets start pricing in risk of disappointment.

As Donald Trump completes his first 100 days in office as president, it is worth looking at what it has meant for the US economy and Global financial markets. More than any other regime change, these 100 days have been high on newsflow, big on expectation while low key on delivery. The consequence of that is visible in falling economic indicators in the USA. The rest of the world went into Trump inauguration with trepidation, breathed a sigh of relief as his team got nominated but will now be left scratching their head on what a meek US economy would mean. Global markets have enjoyed the ride, with every nuance taken positively, but now reality would come to bite - if earnings do not follow expectation, growth does not follow optimism, how long before financial markets start pricing in risk of disappointment. 

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.

Event-Driven

Dechert partner Dr. Markus P. Bolsinger, LL.M. was recently interviewed by Mergermarket for its "Mid-Market M&amp;A: Dealmaking opportunities in 2017" report, which examines anticipated trends as well as the uncertainty looming over North American mid-market M&amp;A activity for the year ahead amid sliding deal activity and worldwide political volatility. "People are expecting a handful of things from the new president that are consistent with the Republican agenda, such as deregulation of the financial industry,” Dr. Bolsinger explains. “These could create some sector-specific opportunities that people are already looking into."While 2016 saw North American mid-market dealmaking decrease through Q3, private equity activity remained strong with 781 PE deals valued at US$1 billion and inbound mid-market M&amp;A also increased 21% in North America from Q1-Q3.With a new year ahead, how will these trends continue to shape the market?

Dechert partner Dr. Markus P. Bolsinger, LL.M. was recently interviewed by Mergermarket for its "Mid-Market M&amp;A: Dealmaking opportunities in 2017" report, which examines anticipated trends as well as the uncertainty looming over North American mid-market M&amp;A activity for the year ahead amid sliding deal activity and worldwide political volatility. "People are expecting a handful of things from the new president that are consistent with the Republican agenda, such as deregulation of the financial industry,” Dr. Bolsinger explains. “These could create some sector-specific opportunities that people are already looking into."While 2016 saw North American mid-market dealmaking decrease through Q3, private equity activity remained strong with 781 PE deals valued at US$1 billion and inbound mid-market M&amp;A also increased 21% in North America from Q1-Q3.With a new year ahead, how will these trends continue to shape the market?

United States

The MSCI World Index is a free-float weighted equity index. It was developed with a base value of 100 as of December 31, 1969. MXWO includes developed world markets, and does not include emerging markets. MXWD includes both emerging and developed markets.

MSCI World Index (MXWO INDEX)

Global Economy: Trends in Recent Data Support World Bank's More Upbeat Forecasts

Global economy: World Bank takes a more positive view Global economic growth is set to accelerate to 2.7% in 2017 and 2.9% in 2018 and 2019 from...

Manu Bhaskaran

South Africa : A Cross Asset Overview of an EM Benchmark Country

South Africa is experiencing a period of political and financial turmoil, with the dismissal of the respected former finance minister Gordhan...

Guillaume Coutant

Revisiting Trump's 100 Days in Office

As Donald Trump completes his first 100 days in office as president, it is worth looking at what it has meant for the US economy and Global...

River Valley Asset Management

M&A Trends and Opportunities in 2017

Dechert partner Dr. Markus P. Bolsinger, LL.M. was recently interviewed by Mergermarket for its "Mid-Market M&A: Dealmaking opportunities in...

Dechert LLP