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

The Economic Impacts of De-Risking on Asia

Can Emerging Asia Benefit from Investment Diversification Away from China?

Developing Asia’s Improving Fundamentals Will Further Attract FDI

The Great Game – Geopolitical Overview Q2 2023

US-China Relations: Biden-Xi Call Unlikely to Reverse the Deterioration in US-China Relations

A Thaw in US-China Relations and What It Means for Asia

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

<ul>
<li>A new geopolitical equilibrium will see Washington and Beijing seeking to gain the upper hand against the other but using measured tactics to minimize risks of direct conflict. </li>
<li>Hence the shift from hawkish talk of “decoupling” to a more measured “de-risking”: this means measures in selected economic sectors to reduce excessive dependence on China.  </li>
<li>Consequently, companies are already adjusting their behaviour, producing shifts in trade and investment flows, firm locational decisions, and corporate structures.   Asian economies stand to make tactical gains</li>
</ul>


A new geopolitical equilibrium will see Washington and Beijing seeking to gain the upper hand against the other but using measured tactics to minimize risks of direct conflict. 
Hence the shift from hawkish talk of “decoupling” to a more measured “de-risking”: this means measures in selected economic sectors to reduce excessive dependence on China.  
Consequently, companies are already adjusting their behaviour, producing shifts in trade and investment flows, firm locational decisions, and corporate structures.   Asian economies stand to make tactical gains


The New “De-Risking” Equilibrium and Its Implications for Asia