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.

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Economic Policy and Strategic Advisors

Macroeconomics

<ul><li>Thailand’s economy strengthened further as fiscal expenditures and robust tourism supported growth. However, the continuation of external headwinds means that exports remain weak and likely contractionary in 2016. Private investment is also languid as businesses hold off on capital expenditures in light of the political flux.</li><li>While the referendum went smoothly and the draft charter was approved, there is near-term stability without a longer-term resolution of deep-seated issues. Voting patterns in the referendum reflects regional divides as reconciliation efforts fall flat.</li><li>The long-term political outlook is also murky with the confluence of the looming royal succession, reluctance of the junta leaders to relinquish political power, tussle in the Buddhist Sangha and the frequent changes in the top leadership of the military.</li></ul>

Thailand’s economy strengthened further as fiscal expenditures and robust tourism supported growth. However, the continuation of external headwinds means that exports remain weak and likely contractionary in 2016. Private investment is also languid as businesses hold off on capital expenditures in light of the political flux.While the referendum went smoothly and the draft charter was approved, there is near-term stability without a longer-term resolution of deep-seated issues. Voting patterns in the referendum reflects regional divides as reconciliation efforts fall flat.The long-term political outlook is also murky with the confluence of the looming royal succession, reluctance of the junta leaders to relinquish political power, tussle in the Buddhist Sangha and the frequent changes in the top leadership of the military.

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

North Bangkok Power Plant Block 1 Infrastructure Fund

Thailand: Questions Remain over Long-Term Political Outlook