Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Macroeconomics

-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion of Saudi capital will help to partially redress that, although Saudi Arabia is only the 7th largest oil-refining country, and ARAMCO has moderate amounts of technological expertise (mainly from its ownership of S-Oil in Korea). -Malaysia and (especially) Indonesia have been wary of "Arabised" or Wahhabi Islam, and see Saudi offers to widen Arabic…

-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion of Saudi capital will help to partially redress that, although Saudi Arabia is only the 7th largest oil-refining country, and ARAMCO has moderate amounts of technological expertise (mainly from its ownership of S-Oil in Korea). -Malaysia and (especially) Indonesia have been wary of "Arabised" or Wahhabi Islam, and see Saudi offers to widen Arabic…

King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion

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

South China Sea: US and China remain the key despite ASEAN efforts<ul><li>
US blows hot and cold with China: Despite US Secretary of State Tillerson’s amicable conversation with China’s State Councillor Yang Jiechi when they re-affirmed the importance of a constructive US-China relationship, a US carrier group led by the aircraft carrier USS Carl Vinson began ‘routine operations’ in the South China Sea. This appears to be a sign that the Trump Administration might want to push back harder on China’s…</li></ul>

South China Sea: US and China remain the key despite ASEAN efforts
US blows hot and cold with China: Despite US Secretary of State Tillerson’s amicable conversation with China’s State Councillor Yang Jiechi when they re-affirmed the importance of a constructive US-China relationship, a US carrier group led by the aircraft carrier USS Carl Vinson began ‘routine operations’ in the South China Sea. This appears to be a sign that the Trump Administration might want to push back harder on China’s…

US and China Push Their Respective Envelopes

Economic integration in Asia-Pacific has been on the back foot ever since US President Donald Trump repudiated the painstakingly negotiated Trans-Pacific Partnership (TPP). While there remains hope among some countries that the TPP might still take effect in modified form, this would prove to be a tall order without the participation of the US, the world’s largest economy.The Trans Pacific Partnership (TPP) – misplaced hopes for a TPP-liteThere has been considerable talk about changing President…

Economic integration in Asia-Pacific has been on the back foot ever since US President Donald Trump repudiated the painstakingly negotiated Trans-Pacific Partnership (TPP). While there remains hope among some countries that the TPP might still take effect in modified form, this would prove to be a tall order without the participation of the US, the world’s largest economy.The Trans Pacific Partnership (TPP) – misplaced hopes for a TPP-liteThere has been considerable talk about changing President…

Asian Economic Integration Faces Headwinds

Simultaneous Regional Elections were conducted across Indonesia on 15 February with all eyes on the three-way-fight in Jakarta between incumbent Governor Basuki Purnama (Ahok), Anies Baswedan and Agus Yudhyono.<ul><li>
Ahok triumphed in quick count, reaping 43% of the vote despite being embroiled in an ongoing blasphemy case. Former Education Minister Anies trailed close behind, with roughly 40%, while Agus languished with 17%. With no candidate securing a majority, Ahok will face off against Anies in a…</li></ul>

Simultaneous Regional Elections were conducted across Indonesia on 15 February with all eyes on the three-way-fight in Jakarta between incumbent Governor Basuki Purnama (Ahok), Anies Baswedan and Agus Yudhyono.
Ahok triumphed in quick count, reaping 43% of the vote despite being embroiled in an ongoing blasphemy case. Former Education Minister Anies trailed close behind, with roughly 40%, while Agus languished with 17%. With no candidate securing a majority, Ahok will face off against Anies in a…

Indonesia: Ahok's Triumph Is a Triumph for Pluralism

ASEAN (Indo) & China-focused. Ex-Deputy HoR UBS.

Johannes Salim, CFA

Thematic (Sector/Industry)

<ul>
<li>In the first-round Jakarta gubernatorial election (2/15), quick count reveals that Ahok, a reformist, came out on top with 43% of the votes, followed by Anies (40%) and Agus (17%)</li>
<li>Some of our key takeaways are 1) (perceived) characters of a candidate is very important, 2) people power wins, and 3) populist tone is not everything.</li>
<li>The runoff election will be held on 19 Apr, with Ahok having a good chance of winning. </li>
</ul>Jakarta Gubernatorial Election Day (2/15) just passed hours ago, literally…


In the first-round Jakarta gubernatorial election (2/15), quick count reveals that Ahok, a reformist, came out on top with 43% of the votes, followed by Anies (40%) and Agus (17%)
Some of our key takeaways are 1) (perceived) characters of a candidate is very important, 2) people power wins, and 3) populist tone is not everything.
The runoff election will be held on 19 Apr, with Ahok having a good chance of winning. 
Jakarta Gubernatorial Election Day (2/15) just passed hours ago, literally…

Indo Politics: Who Is The Winner of Jakarta Gubernatorial Election?

Indonesia

iShares MSCI Indonesia ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond to the performance of the MSCI Indonesia Investable Market Index.

iShares MSCI Indonesia ETF (EIDO US)

King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion

-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...

Prasenjit K. Basu

US and China Push Their Respective Envelopes

South China Sea: US and China remain the key despite ASEAN efforts US blows hot and cold with China: Despite US Secretary of State Tillerson’s...

Manu Bhaskaran

Asian Economic Integration Faces Headwinds

Economic integration in Asia-Pacific has been on the back foot ever since US President Donald Trump repudiated the painstakingly negotiated...

Manu Bhaskaran

Indonesia: Ahok's Triumph Is a Triumph for Pluralism

Simultaneous Regional Elections were conducted across Indonesia on 15 February with all eyes on the three-way-fight in Jakarta between incumbent...

Manu Bhaskaran

Indo Politics: Who Is The Winner of Jakarta Gubernatorial Election?

In the first-round Jakarta gubernatorial election (2/15), quick count reveals that Ahok, a reformist, came out on top with 43% of the votes,...

Johannes Salim, CFA