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

<h2>China: Policy direction has long-term consequences</h2><ul>
<li>
Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal mining industry led profit gains, with profits rising 110% in Oct 16 ytd, up from 65.1% in Sep 16.</li>
<li>
Authorities tighten capital controls: Regulators are planning to bar Chinese companies from participating in foreign merger and acquisition deals worth USD10bn or more (Limit is lowered to USD1bn for non-core business related M&amp;As).</li>
</ul>Assessment: Short term…

China: Policy direction has long-term consequences

Industrial profits accelerated6% y/y in Oct 16 year-to-date, up from 8.4% in Sep 16. The coal mining industry led profit gains, with profits rising 110% in Oct 16 ytd, up from 65.1% in Sep 16.

Authorities tighten capital controls: Regulators are planning to bar Chinese companies from participating in foreign merger and acquisition deals worth USD10bn or more (Limit is lowered to USD1bn for non-core business related M&amp;As).
Assessment: Short term…

East Asia Update: China's Policy Direction, Korea's Political Woes and Taiwan's Economic Momentum