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.

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Economic Policy and Strategic Advisors

Macroeconomics

India: Speculation rife over possible Cabinet reshuffle<ul>
<li>There has been no official comment from Prime Minister Modi on intense media speculation about an impending cabinet reshuffle. However, there are good reasons for Modi to push for one.</li>
<li>First, a year and a half after his massive election victory, he has still little to show voters who supported him for his promise of strong leadership that would revive economic growth. He needs a stronger cabinet to deliver on this promise.</li>
<li>Second, with two…</li>
</ul>

India: Speculation rife over possible Cabinet reshuffle
There has been no official comment from Prime Minister Modi on intense media speculation about an impending cabinet reshuffle. However, there are good reasons for Modi to push for one.
First, a year and a half after his massive election victory, he has still little to show voters who supported him for his promise of strong leadership that would revive economic growth. He needs a stronger cabinet to deliver on this promise.
Second, with two…


Indian PM Narendra Modi made an impromptu visit to Pakistani PM Nawaz Sharif on the occasion of the latter’s birthday in December, spending two hours at Sharif’s residence. Following the visit, it was agreed that the foreign secretaries of both countries would meet in mid-Jan 16 to prepare a comprehensive dialogue on key bilateral issues.Implications: A good chance of improving economic ties<ul><li>The failure of so many previous efforts to improve ties means that this new initiative should be treated…</li></ul>

Indian PM Narendra Modi made an impromptu visit to Pakistani PM Nawaz Sharif on the occasion of the latter’s birthday in December, spending two hours at Sharif’s residence. Following the visit, it was agreed that the foreign secretaries of both countries would meet in mid-Jan 16 to prepare a comprehensive dialogue on key bilateral issues.Implications: A good chance of improving economic tiesThe failure of so many previous efforts to improve ties means that this new initiative should be treated…

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

<ul>
<li>India's Foreign Minister Sushma Swaraj meeting with Pakistani Prime Minister Nawaz Sharif in Pakistan ended in an agreement to start a comprehensive bilateral dialogue to expand trade and cooperation. This was a significant breakthrough in India-Pakistan relations which have blown hot and cold over the past few decades.</li>
<li>Significantly, Swaraj said that Indian Prime Minister Modi would attend the 2016 South Asian Association for Regional Cooperation Conference in Islamabad, the first Indian Prime…</li>
</ul>


India's Foreign Minister Sushma Swaraj meeting with Pakistani Prime Minister Nawaz Sharif in Pakistan ended in an agreement to start a comprehensive bilateral dialogue to expand trade and cooperation. This was a significant breakthrough in India-Pakistan relations which have blown hot and cold over the past few decades.
Significantly, Swaraj said that Indian Prime Minister Modi would attend the 2016 South Asian Association for Regional Cooperation Conference in Islamabad, the first Indian Prime…


Significant Breakthrough in India-Pakistan Relations

<ul><li>India's 3Q15 GDP increased 7.43% y/y driven by increased public expenditure and manufacturing output but more recent data showing slower increases in new orders and output in manufacturing suggests that some headwinds remain.</li><li>What is needed to overcome these headwinds?</li></ul>

India's 3Q15 GDP increased 7.43% y/y driven by increased public expenditure and manufacturing output but more recent data showing slower increases in new orders and output in manufacturing suggests that some headwinds remain.What is needed to overcome these headwinds?

India: Acceleration in Growth Momentum Held Back by Slow Reform and High Corporate Debt

<ul><li>The Bihar Assembly Elections produced a huge victory for the Grand Alliance, which will see JD(U)'s Nitish Kumar serve as Bihar Chief Minister for a third term, albeit from a weaker position.</li><li>For BJP and Prime Minister Modi, the loss in Bihar is a major setback following a defeat in Delhi. Going forward, what are the implications for the Saffron party and India's reforms?</li></ul>&nbsp;

The Bihar Assembly Elections produced a huge victory for the Grand Alliance, which will see JD(U)'s Nitish Kumar serve as Bihar Chief Minister for a third term, albeit from a weaker position.For BJP and Prime Minister Modi, the loss in Bihar is a major setback following a defeat in Delhi. Going forward, what are the implications for the Saffron party and India's reforms?&nbsp;

Bihar elections: A defeat for Modi but what's next for India?

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)

India, Indonesia - Reshuffling the Pack

India: Speculation rife over possible Cabinet reshuffle There has been no official comment from Prime Minister Modi on intense media speculation...

Jason Tan

Indo- Pakistan: Potential Game Changer

Indian PM Narendra Modi made an impromptu visit to Pakistani PM Nawaz Sharif on the occasion of the latter’s birthday in December, spending two...

Jason Tan

Significant Breakthrough in India-Pakistan Relations

India's Foreign Minister Sushma Swaraj meeting with Pakistani Prime Minister Nawaz Sharif in Pakistan ended in an agreement to start a...

Manu Bhaskaran

India: Acceleration in Growth Momentum Held Back by Slow Reform and High Corporate Debt

India's 3Q15 GDP increased 7.43% y/y driven by increased public expenditure and manufacturing output but more recent data showing slower increases...

Manu Bhaskaran

Bihar elections: A defeat for Modi but what's next for India?

The Bihar Assembly Elections produced a huge victory for the Grand Alliance, which will see JD(U)'s Nitish Kumar serve as Bihar Chief Minister for...

Manu Bhaskaran