Asia Economic Research, Centennial Asia Advisors

Asees Bajaj

Asia Economic Research

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

Incremental steps to push the envelope by disputing parties raise the risk of unintended clashes<ul><li>Japan has relocated refuelling of its surveillance aircraft returning from anti-piracy operations off Africa to countries involved in disputes with China over the South China Sea, as opposed to its usual refuelling sites in Singapore and Thailand. Japan is signalling a more activist posture in this dispute. Japan also warned China that its naval forces would confront any foreign naval vessel entering…</li></ul>

Incremental steps to push the envelope by disputing parties raise the risk of unintended clashesJapan has relocated refuelling of its surveillance aircraft returning from anti-piracy operations off Africa to countries involved in disputes with China over the South China Sea, as opposed to its usual refuelling sites in Singapore and Thailand. Japan is signalling a more activist posture in this dispute. Japan also warned China that its naval forces would confront any foreign naval vessel entering…

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

<ul>
<li>State media reported that the Communist Party of Vietnam, CPV’s General Secretary Nguyen Phu Trong would be the only candidate for the secretary-general’s post at the CPV’s party congress. This means that the reformist Premier Nguyen Tan Dung also known for his hard line on relations with China had failed in his reported attempt to secure the post for himself.</li>
<li>Some in the international media have judged this development to be a defeat for further economic reforms and as likely to result in a more…</li>
</ul>


State media reported that the Communist Party of Vietnam, CPV’s General Secretary Nguyen Phu Trong would be the only candidate for the secretary-general’s post at the CPV’s party congress. This means that the reformist Premier Nguyen Tan Dung also known for his hard line on relations with China had failed in his reported attempt to secure the post for himself.
Some in the international media have judged this development to be a defeat for further economic reforms and as likely to result in a more…


Vietnam: Leadership Changes Dribbling Out

Asian monetary policy outlook: results of our Taylor Rule-based model<ul><li>China is behind the curve and needs to ease more aggressively.</li><li>The Philippines is behind the curve and needs to tighten.</li><li>India and Malaysia are ahead of the curve and need not hurry to ease in our view.</li><li>In general, an easing bias is likely in Asian monetary policy.</li></ul>

Asian monetary policy outlook: results of our Taylor Rule-based modelChina is behind the curve and needs to ease more aggressively.The Philippines is behind the curve and needs to tighten.India and Malaysia are ahead of the curve and need not hurry to ease in our view.In general, an easing bias is likely in Asian monetary policy.

Vietnam

VinaCapital Vietnam Opportunity Fund Limited is a close-ended investment company incorporated in the Cayman Islands. The aim of the Company is to achieve medium to longer-term capital appreciation and providing an attractive level of income. The Company invests in listed and unlisted companies, debt, assets and other investment opportunities in Vietnam and surrounding Asian countries.

VinaCapital Vietnam Opportunity Fund (VOF LN)

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VinaCapital Vietnam Opportunity Fund (VOF LN)

East and South China Sea Disputes Simmer

Incremental steps to push the envelope by disputing parties raise the risk of unintended clashes Japan has relocated refuelling of its surveillance...

Asees Bajaj

Vietnam: Leadership Changes Dribbling Out

State media reported that the Communist Party of Vietnam, CPV’s General Secretary Nguyen Phu Trong would be the only candidate for the...

Manu Bhaskaran

Asian Monetary Policy Outlook

Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...

Manu Bhaskaran

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)