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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Economic activity is picking up: China’s industrial production rose 6.3% y/y in Aug 16, up from 6.0% in Jul 16. Retail sales rose 10.6% y/y in Aug 16, up from 10.2% in Jul 16, led by higher auto sales.</li>
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Shrinking fixed asset investment (FAI) may be stabilising: FAI grew 8.1% y/y in Jan-Aug 16, unchanged from Jan-Jul 16. Domestic FAI grew 7.7% ytd in Aug 16, also unchanged from the previous month while foreign FAI rose 16.7% ytd in Aug 16, up from 15.7% in Jul 16.</li>
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But monetary aggregates reveal…</li>
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Economic activity is picking up: China’s industrial production rose 6.3% y/y in Aug 16, up from 6.0% in Jul 16. Retail sales rose 10.6% y/y in Aug 16, up from 10.2% in Jul 16, led by higher auto sales.

Shrinking fixed asset investment (FAI) may be stabilising: FAI grew 8.1% y/y in Jan-Aug 16, unchanged from Jan-Jul 16. Domestic FAI grew 7.7% ytd in Aug 16, also unchanged from the previous month while foreign FAI rose 16.7% ytd in Aug 16, up from 15.7% in Jul 16.

But monetary aggregates reveal…


China: Stabilisation, but Is It Sustainble?