Specialist in Indian Banking and Economic Research

Hemindra Hazari

Thematic (Sector/Industry)

In India’s darkest economic hour, with the economy starved of cash, the prime minister extolling the people on the virtues of sacrifice and the Reserve Bank of India’s (RBI) governor finally emerging from his 14-day absence and silence to reassure citizens, one critical individual has gone “missing”.  A look out poster should be released forthwith to find out the whereabouts of Arvind Subramanian, the charismatic Chief Economic Adviser (CEA) to the Indian government.In the history of independent…

In India’s darkest economic hour, with the economy starved of cash, the prime minister extolling the people on the virtues of sacrifice and the Reserve Bank of India’s (RBI) governor finally emerging from his 14-day absence and silence to reassure citizens, one critical individual has gone “missing”.  A look out poster should be released forthwith to find out the whereabouts of Arvind Subramanian, the charismatic Chief Economic Adviser (CEA) to the Indian government.In the history of independent…

"Missing" – India's Chief Economic Adviser

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run afoul of international corruption regulatory systems.  One of the most prominent of those is the international development banks' integrity systems relating to procurement and consulting services.  Violators can be issued a letter of reprimand, debarred (permanently, for a period, conditionally), or required to make restitution.  It appears that…

What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run afoul of international corruption regulatory systems.  One of the most prominent of those is the international development banks' integrity systems relating to procurement and consulting services.  Violators can be issued a letter of reprimand, debarred (permanently, for a period, conditionally), or required to make restitution.  It appears that…

Chinese Companies Going Abroad & The International Corruption Regulatory System

One of the major casualties of the demonetisation announced by the Indian prime minister on the evening of November 8, 2016 has been the marginalisation of an institution pre-dating independent India and its subjugation to the ministry of finance. It is now becoming increasingly apparent on why the former deputy governor, Urjit Patel was appointed as governor of the Reserve Bank of India (RBI). His immediate predecessor, the highly voluble Raghuram Rajan attained fame for his independence and…

One of the major casualties of the demonetisation announced by the Indian prime minister on the evening of November 8, 2016 has been the marginalisation of an institution pre-dating independent India and its subjugation to the ministry of finance. It is now becoming increasingly apparent on why the former deputy governor, Urjit Patel was appointed as governor of the Reserve Bank of India (RBI). His immediate predecessor, the highly voluble Raghuram Rajan attained fame for his independence and…

Demonetisation: Marginalisation of India's Central Bank

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

While the whole world, India included was bracing for the US election results, our very own Prime Minister Narendra Modi stole the thunder and how! In a very bold, important and surprising move, the Government of India declared that 500 and 1000 rupee notes will no longer be legal tender from 8th November 2016. This measure has been taken by the government in an attempt to address the resolve against corruption, black money, and counterfeit note. However, we would like to add that this is also a…

While the whole world, India included was bracing for the US election results, our very own Prime Minister Narendra Modi stole the thunder and how! In a very bold, important and surprising move, the Government of India declared that 500 and 1000 rupee notes will no longer be legal tender from 8th November 2016. This measure has been taken by the government in an attempt to address the resolve against corruption, black money, and counterfeit note. However, we would like to add that this is also a…

Currency Demonetisation- Is the Chemotherapy Worth It?

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

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

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

How Have Risks for Asia Changed Recently?

India

iShares MSCI India Index ETF is an exchange-traded fund registered in Singapore. The Fund seeks to provide investment results that, before expenses, closely correspond to the performance of the MSCI India Index. The Fund invests all or substantially all of its assets in shares comprising the MSCI India Index in substantially the same weightings as constituted in the underlying index.

iShares MSCI India Index ETF (INDIA SP)

"Missing" – India's Chief Economic Adviser

In India’s darkest economic hour, with the economy starved of cash, the prime minister extolling the people on the virtues of sacrifice and the...

Hemindra Hazari

Chinese Companies Going Abroad & The International Corruption Regulatory System

What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run...

Susan Finder

Demonetisation: Marginalisation of India's Central Bank

One of the major casualties of the demonetisation announced by the Indian prime minister on the evening of November 8, 2016 has been the...

Hemindra Hazari

Currency Demonetisation- Is the Chemotherapy Worth It?

While the whole world, India included was bracing for the US election results, our very own Prime Minister Narendra Modi stole the thunder and how!...

Das Capital Management and Advisors

How Have Risks for Asia Changed Recently?

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook...

Manu Bhaskaran