Economist, Centennial Asia Advisors

Jason Tan

Economist

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

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<strong>Clear rise in inflation risks: </strong>China’s PPI rose 5% y/y in Dec 16, up from 3.3% in Nov 16 - the fastest in more than five years. CPI increased 2.1% in Dec 16, down from 2.3% in Nov 16. However, non-food inflation was at its highest since Nov 11.</li>
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<strong>Exports remain weak, domestic demand is key</strong>: China’s exports continued to fall, down 6.1% in Dec 16 with weakness across all export categories. Monetary data showed new bank loans rising, powered by more lending to corporates and the government sector…</li>
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Clear rise in inflation risks: China’s PPI rose 5% y/y in Dec 16, up from 3.3% in Nov 16 - the fastest in more than five years. CPI increased 2.1% in Dec 16, down from 2.3% in Nov 16. However, non-food inflation was at its highest since Nov 11.

Exports remain weak, domestic demand is key: China’s exports continued to fall, down 6.1% in Dec 16 with weakness across all export categories. Monetary data showed new bank loans rising, powered by more lending to corporates and the government sector…


China: Need to Focus on Restructuring Efforts