Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Mr. Bhaskaran is a leading Asian economist based in Singapore with more than 30 years of experience in studying economic, political and security issues that shape the business environment in Asia. He co-ordinates the Asian business of Washington DC-based strategic advisory firm, Centennial Group, directing its Asian economic research practice which provides in-depth analysis of macro trends in Asia. He works extensively with investment institutions, government agencies and corporations. Mr. Bhaskaran regularly presents his views on the economic, political and business environment in Asia at business conferences and in-house briefings. He has conducted studies on a wide range of subjects including: consumer finance in Asia; Asian integration; regional and country-specific political and economic outlooks; the Impact of China on Asia; portfolio capital flows in emerging markets, amongst many others. He is as a member of the Regional Advisory Group for Asia and the Pacific of the International Monetary Fund. Mr. Bhaskaran is a regular columnist for The Edge (Singapore) and holds positions in think tanks including being Adjunct Senior Research Fellow at the Institute of Policy Studies (IPS); Vice President of the Economics Society of Singapore, and Council Member of the Singapore Institute of International Affairs (SIIA). Mr. Bhaskaran serves on the boards of CIMB Investment Bank and Japfa Limited.

Asia Economist and CEO

Our China Views in a Nutshell: Near-Term Bullish; Longer-Term Cautious

China: Headwinds from Policy Normalisation Will Be Manageable

Centennial Asia Advisors

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Macroeconomics

<p>President Xi's speech marking the 100th centenary of the CCP while ostensibly aggressive merely reinforces what we already know about his intentions and China's direction:</p><ol>
<li>Xi will extend his rule beyond 2022, eroding the norms of term limits.</li>
<li>Xi continues to be preoccupied with building up China's strength for the long term. Despite strong rhetoric from the west, Xi is not about to rush into rash actions.</li>
<li>There will be no compromise on the hardline approach espoused by XI in strengthening the CCP's grip over the Chinese societal, political and economic fabric.</li>
</ol>

President Xi's speech marking the 100th centenary of the CCP while ostensibly aggressive merely reinforces what we already know about his intentions and China's direction:
Xi will extend his rule beyond 2022, eroding the norms of term limits.
Xi continues to be preoccupied with building up China's strength for the long term. Despite strong rhetoric from the west, Xi is not about to rush into rash actions.
There will be no compromise on the hardline approach espoused by XI in strengthening the CCP's grip over the Chinese societal, political and economic fabric.


China: What Does President Xi’s Speech Tell Us of His Intentions?