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

<ul><li>A recovery in global demand led by the G3 advanced economies have fed into export upturns in trade-focused East Asian economies. Japan, South Korea, Taiwan and Hong Kong have seen the renewed vigour in global trade leading to more robust growth.</li><li>Furthermore, other Asian countries, such as those in Southeast Asia, will also see economic expansion being underpinned by an export upswing, chiefly in electronics and other tech components.</li></ul>

A recovery in global demand led by the G3 advanced economies have fed into export upturns in trade-focused East Asian economies. Japan, South Korea, Taiwan and Hong Kong have seen the renewed vigour in global trade leading to more robust growth.Furthermore, other Asian countries, such as those in Southeast Asia, will also see economic expansion being underpinned by an export upswing, chiefly in electronics and other tech components.

Trade Intensity Leading to Asian Expansion

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China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered, comprehensive and diversified” consensus to underpin it taking on greater responsibilities. China warned against provocative actions in the South China Sea and cautioned small- and medium-sized countries from taking sides with the larger countries.</li>
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China’s Liaoning aircraft carrier sailed into the Taiwan Strait for the first time ever, prompting Taiwan to put…</li>
</ul>



China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered, comprehensive and diversified” consensus to underpin it taking on greater responsibilities. China warned against provocative actions in the South China Sea and cautioned small- and medium-sized countries from taking sides with the larger countries.

China’s Liaoning aircraft carrier sailed into the Taiwan Strait for the first time ever, prompting Taiwan to put…


China Seeks to Reshape the Asia-Pacific Security Order

Destabilising capital flows push central banks into defensive mode:<ul>
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Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards (NDF) market. BNM’s moves to restrict the NDF market have created uncertainty among portfolio investors, inclining them to sharply reduce their allocation of funds to Malaysia.</li>
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The PBOC has undertaken a slew of measures to stem outflows, including placing higher scrutiny on citizen’s conversion quotas and stricter requirements for banks reporting…</li>
</ul>

Destabilising capital flows push central banks into defensive mode:

Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards (NDF) market. BNM’s moves to restrict the NDF market have created uncertainty among portfolio investors, inclining them to sharply reduce their allocation of funds to Malaysia.

The PBOC has undertaken a slew of measures to stem outflows, including placing higher scrutiny on citizen’s conversion quotas and stricter requirements for banks reporting…


Asian Central Banks: Rising Regulatory Risks for Investors

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong representations to Beijing. But no one should under-estimate the significance of China’s action, which was clearly well thought out and will have serious implications for East and Southeast Asia.The US Navy was using the drone to map the seabed in the South China Sea and was in international waters 50 nautical miles north of Subic Bay, the former US naval base…

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong representations to Beijing. But no one should under-estimate the significance of China’s action, which was clearly well thought out and will have serious implications for East and Southeast Asia.The US Navy was using the drone to map the seabed in the South China Sea and was in international waters 50 nautical miles north of Subic Bay, the former US naval base…

US-China Relations Enter a More Dangerous Phase

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

According to Chinese researchers, the country has now entered a period of the 'three lows' - low birth rate, low mortality rate and low growth rate. Without serious changes to social policy, the population is likely to enter into a steep decline.

According to Chinese researchers, the country has now entered a period of the 'three lows' - low birth rate, low mortality rate and low growth rate. Without serious changes to social policy, the population is likely to enter into a steep decline.

Chinese Discussions on Population Decline

Australia

iShares MSCI Australia ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the performance of the MSCI Australia Index. The ETF holds predominantly large-cap stocks from Australian companies. The ETF weights the holdings using a market capitalization methodology and rebalances quarterly.

iShares MSCI Australia (EWA US)

Trade Intensity Leading to Asian Expansion

A recovery in global demand led by the G3 advanced economies have fed into export upturns in trade-focused East Asian economies. Japan, South...

Jason Tan

China Seeks to Reshape the Asia-Pacific Security Order

China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered,...

Jason Tan

Asian Central Banks: Rising Regulatory Risks for Investors

Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...

Jason Tan

US-China Relations Enter a More Dangerous Phase

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong...

Manu Bhaskaran

Chinese Discussions on Population Decline

According to Chinese researchers, the country has now entered a period of the 'three lows' - low birth rate, low mortality rate and low growth...

Bixmoor