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

This note analysing the drivers for selected ASEAN economies is Part 3 of three parts on Asian growth. It focuses on Thailand, Malaysia, Philippines and Vietnam. (Singapore is in Part 2)Table 3: Selected ASEAN economies – Thailand, Malaysia, Philippines and Vietnam<table class="table table-striped"><tbody>
<tr>
<td>Variable</td>
<td>Thailand</td>
<td>Malaysia</td>
<td>Philippines</td>
<td>Vietnam</td>
</tr>
<tr>
<td>
Drags from 2015 negatives
</td>
<td>
Dissipating<ul><li>Farm incomes contracting but at a slower pace</li></ul>
</td>
<td>
Reduced:
<ul>
<li>Commodity prices have bottomed out; CPO prices rebounding</li>
<li>Downside from fiscal reforms such as the…</li>
</ul>
</td>
</tr>
</tbody></table>

This note analysing the drivers for selected ASEAN economies is Part 3 of three parts on Asian growth. It focuses on Thailand, Malaysia, Philippines and Vietnam. (Singapore is in Part 2)Table 3: Selected ASEAN economies – Thailand, Malaysia, Philippines and Vietnam

Variable
Thailand
Malaysia
Philippines
Vietnam



Drags from 2015 negatives


DissipatingFarm incomes contracting but at a slower pace


Reduced:

Commodity prices have bottomed out; CPO prices rebounding
Downside from fiscal reforms such as the…





VinaCapital Vietnam Opportunity Fund (VOF LN)

Vietnam Enterprise Investments (VIETENI KY)

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

Drivers of Asian Growth - Part 3