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Manu Bhaskaran

Manu Bhaskaran
Asia Economist and CEO
Centennial Asia Advisors

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Multi-Asset Macroeconomics Thematic (Sector/Industry)
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bullishMacroeconomics
25 Mar 2025 03:57

Abroad and at Home, Asian Politics Set For a Tough Ride Ahead

​US disengagement is causing concern in Asia, prompting allies to rethink foreign policy and security strategies. Domestic political instability...

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bearishMacroeconomics
20 Mar 2025 16:00

Indonesia’s Middle-Class Squeeze a Long Time Coming

​Indonesia's shrinking middle class stems from stubborn economic woes, including reliance on extractive industries and restrictive FDI policies,...

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bearishMacroeconomics
18 Mar 2025 04:07

Beijing’s Ramped-Up Policy Support May Not Deliver Sufficiently

​Beijing raises support for consumer demand, but more is needed to rebalance economy. Besides likely underappreciation of headwinds, uncertainty...

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bearishMacroeconomics
06 Mar 2025 03:00

Hong Kong Economics: Challenges Go Beyond Stubborn Deficits

Hong Kong's difficulty in returning to pre-pandemic budget surpluses are a symptom of an outdated growth model that no longer works in the new...

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bearishMacroeconomics
28 Feb 2025 06:07

The Other Risk to World Trade: China’s Mercantilism

​America's restrictions threaten global trading order, but China's export-reliant model also contributes to protectionist responses, impacting...

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