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

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?

<ul><li>The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory of monetary normalisation.&nbsp;</li><li>Also, we believe that the damage that a Chinese slowdown will inflict on Southeast Asian economies is overstated.</li><li>Thus, after&nbsp;analysing the key drivers of growth, we believe that there is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now.</li></ul>

The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory of monetary normalisation.&nbsp;Also, we believe that the damage that a Chinese slowdown will inflict on Southeast Asian economies is overstated.Thus, after&nbsp;analysing the key drivers of growth, we believe that there is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now.

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)

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

Asian growth prospects

The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory...

Manu Bhaskaran