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>At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery and its implications for the Federal Reserve’s monetary policy, investors have flocked into assets in Asian EMs.</li><li>The question is whether this perception of the relative safety of Asian emerging markets will remain now that valuations in Asian markets have expanded so much. We think a moderation of such capital inflows is forthcoming.</li></ul>

At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery and its implications for the Federal Reserve’s monetary policy, investors have flocked into assets in Asian EMs.The question is whether this perception of the relative safety of Asian emerging markets will remain now that valuations in Asian markets have expanded so much. We think a moderation of such capital inflows is forthcoming.

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

<p><strong>Chartonics flash </strong>Sunday 24 July 2016</p><div><strong> </strong></div><div><strong>S&amp;P push, JPY, bullish Mexico, DXY and commodities</strong></div><p>Our immediate S&amp;P rally target is 2,180 and then 2,204. We are waiting for a pullback toward 2,130 to buy the S&amp;P. </p><div>It appears we may not get a correction until after the next cycle timeline of July 29th. An equity rise into July 29th would increase odds of seeing a crest near that date and a correction unfold. We are a buyer of any correction as long as the S&amp;P holds 2,100 structural integrity.</div><div>Daily RSI is…</div>

Chartonics flash Sunday 24 July 2016 S&amp;P push, JPY, bullish Mexico, DXY and commoditiesOur immediate S&amp;P rally target is 2,180 and then 2,204. We are waiting for a pullback toward 2,130 to buy the S&amp;P. It appears we may not get a correction until after the next cycle timeline of July 29th. An equity rise into July 29th would increase odds of seeing a crest near that date and a correction unfold. We are a buyer of any correction as long as the S&amp;P holds 2,100 structural integrity.Daily RSI is…

Global Asset Allocation, Politics & Governance, Ecstrat

John-Paul Smith

Global Asset Allocation, Politics & Governance

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Cross Asset Strategy

<p class="graf--p">In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some of the strategic implications for equity investors in terms of the potential shifts in sovereign and corporate governance.</p>

In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some of the strategic implications for equity investors in terms of the potential shifts in sovereign and corporate governance.

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

<p>I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I see as continued coming compliance feeding frenzy, and which may lead to another major hurdle/headache for investors/bank account holders and global banks (not all bad, but confusing and execution issues). As a result of my initial discussion, I followed up with other bank and company managers as well as a private bank executive representing overseas…</p>

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I see as continued coming compliance feeding frenzy, and which may lead to another major hurdle/headache for investors/bank account holders and global banks (not all bad, but confusing and execution issues). As a result of my initial discussion, I followed up with other bank and company managers as well as a private bank executive representing overseas…

CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts

EM PM, Ecstrat

Emad Mostaque

EM PM

<p>In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. </p><p>This piece answers some questions on some of the detail of the likely path ahead and some of the interesting elements around this.</p>

In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. This piece answers some questions on some of the detail of the likely path ahead and some of the interesting elements around this.

United States

SPDR S&P 500 ETF Trust is an exchange-traded fund incorporated in the USA. The ETF tracks the S&P 500 Index. The Trust consists of a portfolio representing all 500 stocks in the S&P 500 Index. It holds predominantly large-cap U.S. stocks. This ETF is structured as a Unit Investment Trust and pays dividends on a quarterly basis. The holdings are weighted by market capitalization.

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Will Capital Still Flow into Asian EMs?

At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...

Manu Bhaskaran

Bullish S&P, Mexico and USD

Chartonics flash Sunday 24 July 2016 S&P push, JPY, bullish Mexico, DXY and commoditiesOur immediate S&P rally target is 2,180 and then...

Thomas Schroeder

Brexit; Unintended Consequences

In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...

John-Paul Smith

CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I...

Charles De Trenck

The Path to No Brexit

In my last piece I discussed why I thought an actual Brexit was unlikely despite the result of the referendum last week. This piece answers some...

Emad Mostaque

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