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

VinaCapital Vietnam Opportunity Fund (VOF LN)

<ul><li>Three decades since the beginning of Doi Moi, Vietnam has performed remarkably well in terms of economic development. Testament to its export prowess, growth has been rising over the past few years while exports remain buoyant despite the woeful global economy.</li><li>But Vietnam increasingly needs to balance geopolitical concerns as it treads carefully between the feuding US and China. It is likely that Vietnam will shift towards the US and reduce its dependence on China, albeit at a gradual pace.</li><li>Even as the economy powers forward, structural reforms are required to ensure a sustainable growth trajectory. As flagged by the IMF, structural reforms will steel Vietnam against external vicissitudes. Crucially, Vietnam needs to shore up its banks and overhaul a lumbering SOE sector.</li></ul>

Three decades since the beginning of Doi Moi, Vietnam has performed remarkably well in terms of economic development. Testament to its export prowess, growth has been rising over the past few years while exports remain buoyant despite the woeful global economy.But Vietnam increasingly needs to balance geopolitical concerns as it treads carefully between the feuding US and China. It is likely that Vietnam will shift towards the US and reduce its dependence on China, albeit at a gradual pace.Even as the economy powers forward, structural reforms are required to ensure a sustainable growth trajectory. As flagged by the IMF, structural reforms will steel Vietnam against external vicissitudes. Crucially, Vietnam needs to shore up its banks and overhaul a lumbering SOE sector.

Vietnam Enterprise Investments (VIETENI KY)

Vietnam: Can This Rising Middle Power Surge?