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

<p>We believe that the following factors will largely determine the outlook for Asian economic growth for the remainder of this year:</p><ul><li>
<strong>Receding drags from contractionary factors in 2015</strong>: Last year saw a confluence of negatives in many countries such as bad weather, low commodity prices and the initially negative effects of policy reforms that will be good for the long term. In many cases, these contractionary factors are diminishing in impact or reversing.</li></ul><ul><li>
<strong>Gathering recovery in global manufacturing:</strong>…</li></ul>

We believe that the following factors will largely determine the outlook for Asian economic growth for the remainder of this year:
Receding drags from contractionary factors in 2015: Last year saw a confluence of negatives in many countries such as bad weather, low commodity prices and the initially negative effects of policy reforms that will be good for the long term. In many cases, these contractionary factors are diminishing in impact or reversing.
Gathering recovery in global manufacturing:…

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

<ul><li>The Indian economy has been resilient and set to pick up: Private consumption and activity indicators are gathering momentum, with more monetary stimulus being transmitted to the economy.</li><li>However, India's growth is unlikely to go beyond a modest acceleration because the expected reform dividend from a strong government is not evident. With big-ticket reforms stuck in the Upper House of Parliament, the economy is unlikely to fully exploit the benefits of its demographic dividend and resources.</li><li>Read more for our downside scenarios to India's growth.</li></ul>

The Indian economy has been resilient and set to pick up: Private consumption and activity indicators are gathering momentum, with more monetary stimulus being transmitted to the economy.However, India's growth is unlikely to go beyond a modest acceleration because the expected reform dividend from a strong government is not evident. With big-ticket reforms stuck in the Upper House of Parliament, the economy is unlikely to fully exploit the benefits of its demographic dividend and resources.Read more for our downside scenarios to India's growth.

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<p><strong>Chartonics webcast </strong>Tuesday 22 March 2016 </p><div><strong>Asia FX action</strong></div><p>To view click on this link:  <strong><a href="http://www.screencast.com/t/m9gF64uDp" target="_blank">http://www.screencast.com/t/m9gF64uDp</a> </strong>5:15 min.</p><p>We run through trade points in Asia FX.</p><div>
<strong>INR</strong> - Still short USD to 65.90, uptick is viewed as corrective and not a bad place to add to USD short.</div><div>
<strong>KRW</strong> - Our USD 1,175 short hit our trailing limit at 1,167 for a minor gain. We maintain our USD bearish call to 1,140 for those still holding the USD short. At 1,140-42 would be covering ST short and probing for a USD buy…</div>

Chartonics webcast Tuesday 22 March 2016 Asia FX actionTo view click on this link:  http://www.screencast.com/t/m9gF64uDp 5:15 min.We run through trade points in Asia FX.
INR - Still short USD to 65.90, uptick is viewed as corrective and not a bad place to add to USD short.
KRW - Our USD 1,175 short hit our trailing limit at 1,167 for a minor gain. We maintain our USD bearish call to 1,140 for those still holding the USD short. At 1,140-42 would be covering ST short and probing for a USD buy…

Amp Capital China Growth Fd / Technical Analysis

<p><strong>Chartonics webcast </strong>Tuesday 15 March 2016</p><p><strong>FX trade pivots</strong></p><div>To view click on this link:</div><div><strong>http://www.screencast.com/t/AGRGcQTTeH</strong></div><p>8:14 min.</p><div>We go through action point in our Asian FX universe</div><p>KRW - Next low is a place to lock in USD short gains and look to reverse near 1,177-75.</p><div>SGD - More bullish USD signals unfolding which aligns with a top in Singapore equities. We like the USD below 1.37.</div><p>MYR - Short from 4.10 and looking to add on a momentum push higher or slip to 4.05.</p><div>IDR - Expensive to short but is…</div>

Chartonics webcast Tuesday 15 March 2016FX trade pivotsTo view click on this link:http://www.screencast.com/t/AGRGcQTTeH8:14 min.We go through action point in our Asian FX universeKRW - Next low is a place to lock in USD short gains and look to reverse near 1,177-75.SGD - More bullish USD signals unfolding which aligns with a top in Singapore equities. We like the USD below 1.37.MYR - Short from 4.10 and looking to add on a momentum push higher or slip to 4.05.IDR - Expensive to short but is…

<ul><li>India's 2016/17 Budget addresses the social, economic and developmental needs of the Indian economy, however noticeable efforts geared towards the rural economy suggest a political motive.</li><li>Fiscal consolidation remains a primary aim of the Indian government, as well as efforts to revive lending growth.</li><li>Overall, the budget is realistic, but lacks big-bang structural reforms needed to deliver sustainable economic growth.</li></ul>

India's 2016/17 Budget addresses the social, economic and developmental needs of the Indian economy, however noticeable efforts geared towards the rural economy suggest a political motive.Fiscal consolidation remains a primary aim of the Indian government, as well as efforts to revive lending growth.Overall, the budget is realistic, but lacks big-bang structural reforms needed to deliver sustainable economic growth.

India

iShares MSCI India ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI India Index.

iShares MSCI India ETF (INDA US)

Drivers of Asian Growth - Part 1

We believe that the following factors will largely determine the outlook for Asian economic growth for the remainder of this year: Receding drags...

Jason Tan

India Lacks a Magic Bullet

The Indian economy has been resilient and set to pick up: Private consumption and activity indicators are gathering momentum, with more monetary...

Manu Bhaskaran

Asia FX Action Points

Chartonics webcast Tuesday 22 March 2016 Asia FX actionTo view click on this link: http://www.screencast.com/t/m9gF64uDp 5:15 min.We run through...

Thomas Schroeder

FX Trade Pivots

Chartonics webcast Tuesday 15 March 2016FX trade pivotsTo view click on this link:http://www.screencast.com/t/AGRGcQTTeH8:14 min.We go through...

Thomas Schroeder

India's Politically Savvy Budget

India's 2016/17 Budget addresses the social, economic and developmental needs of the Indian economy, however noticeable efforts geared towards the...

Manu Bhaskaran