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)

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Economic growth remains robust: GDP increased 6.4% y/y in 3Q16, up from 5.8% in 2Q16, fuelled by solid export expansion – with electronics surging - and buoyant bank lending.</li>
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Other activity indicators also up: Retail sales rose 9.5% y/y year-to-date in Sep 16, up from 9.3% in Aug 16. Industrial production grew 7.6% y/y in Sep 16, up from 7.3% in Aug 16.</li>
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Upbeat exports add to the good news: Exports for the year to date rose 6.7% y/y in Sep 16, up from a 5.5% y/y increase in Aug 16. Imports for the…</li>
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Economic growth remains robust: GDP increased 6.4% y/y in 3Q16, up from 5.8% in 2Q16, fuelled by solid export expansion – with electronics surging - and buoyant bank lending.

Other activity indicators also up: Retail sales rose 9.5% y/y year-to-date in Sep 16, up from 9.3% in Aug 16. Industrial production grew 7.6% y/y in Sep 16, up from 7.3% in Aug 16.

Upbeat exports add to the good news: Exports for the year to date rose 6.7% y/y in Sep 16, up from a 5.5% y/y increase in Aug 16. Imports for the…


Vietnam Enterprise Investments (VIETENI KY)

Vietnam: Positives All Around