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

<p><strong>Asian monetary policy outlook: results of our Taylor Rule-based model</strong></p><ul><li>China is behind the curve and needs to ease more aggressively.</li><li>The Philippines is behind the curve and needs to tighten.</li><li>India and Malaysia are ahead of the curve and need not hurry to ease in our view.</li><li>In general, an easing bias is likely in Asian monetary policy.</li></ul>

Asian monetary policy outlook: results of our Taylor Rule-based modelChina is behind the curve and needs to ease more aggressively.The Philippines is behind the curve and needs to tighten.India and Malaysia are ahead of the curve and need not hurry to ease in our view.In general, an easing bias is likely in Asian monetary policy.

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Thematic (Sector/Industry)

<ul><li>The coming week sees a flurry of Fed speakers &amp; heavy econ data from the US (CPI) &amp; China (1Q GDP)</li><li>Probably most anticipated main central bank meeting will be from the Bank of Canada, given Poloz&rsquo;s mixed messages &amp; just overall&nbsp;bipolar activity&nbsp;</li><li>People may have a snapshot of India, but they are very much missing the big picture</li></ul>

The coming week sees a flurry of Fed speakers &amp; heavy econ data from the US (CPI) &amp; China (1Q GDP)Probably most anticipated main central bank meeting will be from the Bank of Canada, given Poloz&rsquo;s mixed messages &amp; just overall&nbsp;bipolar activity&nbsp;People may have a snapshot of India, but they are very much missing the big picture

KVP'S MACRO TAKE: INDIA = BABY CHINA... TIME TO GROW...

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)

Asian Monetary Policy Outlook

Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...

Manu Bhaskaran

KVP'S MACRO TAKE: INDIA = BABY CHINA... TIME TO GROW...

The coming week sees a flurry of Fed speakers & heavy econ data from the US (CPI) & China (1Q GDP) Probably most anticipated main central...

Kay Van-Petersen