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

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Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.</li>
<li>Coming soon…</li>
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Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.
Coming soon…


China – US Competition: Posturing to Increase in Asia-Pacific

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Indonesia has had to grapple with faltering global growth, global financial volatility and a slump in commodity prices disrupting its ambitious path towards achieving 7% growth.  But, there are increasing signs that the economy is bouncing back. Cyclical indicators are improving<ul><li>
Key drivers of consumption gaining momentum: The retail sales index expanded 14.4% y/y in Aug 16, up from 6.3% in Jul 16. Motor vehicle sales are also rising, while consumer confidence remaining sufficiently elevated…</li></ul>

Indonesia has had to grapple with faltering global growth, global financial volatility and a slump in commodity prices disrupting its ambitious path towards achieving 7% growth.  But, there are increasing signs that the economy is bouncing back. Cyclical indicators are improving
Key drivers of consumption gaining momentum: The retail sales index expanded 14.4% y/y in Aug 16, up from 6.3% in Jul 16. Motor vehicle sales are also rising, while consumer confidence remaining sufficiently elevated…

Indonesia: Rising Prospects of Stronger Growth

<ul><li>India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.</li><li>ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.</li></ul>

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.

Global Competitiveness Index 2016: Winners and Losers in Asia

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<ul class="ul1"><li class="li1">Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.</li></ul><ul class="ul1"><li class="li1">Tax amnesty program being successful is part of the reason for the enthusiasm. Good for the currency and for government spending/infrastructure.</li></ul><ul class="ul1"><li class="li1">We believe that investor attitudes towards China are set to change in the coming months and that will be very positive for SE Asian markets.</li></ul><ul class="ul1"><li class="li1">
A period of relative uncertainty in Thailand and volatile politics in Philippines makes Indonesia one of the…</li></ul>

Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is part of the reason for the enthusiasm. Good for the currency and for government spending/infrastructure.We believe that investor attitudes towards China are set to change in the coming months and that will be very positive for SE Asian markets.
A period of relative uncertainty in Thailand and volatile politics in Philippines makes Indonesia one of the…

The Verdict on Investing in Indonesia - Riedel CNBC Interview

Unexpected momentum in tax amnestyTaxpayers have declared IDR2,963tr (74% of the IDR4,000tr target), with the government receiving IDR93.5tr in tax revenues (target of IDR165tr). However, repatriations of assets from offshore locations were lacklustre, reaching only IDR142.5tr or 14% of the IDR1000tr target.The government’s success in persuading high-profile tycoons to participate in the amnesty has helped, with dozens of business leaders in the Indonesian Chambers of Commerce and Industry…

Unexpected momentum in tax amnestyTaxpayers have declared IDR2,963tr (74% of the IDR4,000tr target), with the government receiving IDR93.5tr in tax revenues (target of IDR165tr). However, repatriations of assets from offshore locations were lacklustre, reaching only IDR142.5tr or 14% of the IDR1000tr target.The government’s success in persuading high-profile tycoons to participate in the amnesty has helped, with dozens of business leaders in the Indonesian Chambers of Commerce and Industry…

Indonesia's Tax Amnesty Success Reflects More Capable Governance

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)

China – US Competition: Posturing to Increase in Asia-Pacific

Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of...

Jason Tan

Indonesia: Rising Prospects of Stronger Growth

Indonesia has had to grapple with faltering global growth, global financial volatility and a slump in commodity prices disrupting its ambitious...

Manu Bhaskaran

Global Competitiveness Index 2016: Winners and Losers in Asia

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding...

Manu Bhaskaran

The Verdict on Investing in Indonesia - Riedel CNBC Interview

Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is...

David Riedel

Indonesia's Tax Amnesty Success Reflects More Capable Governance

Unexpected momentum in tax amnestyTaxpayers have declared IDR2,963tr (74% of the IDR4,000tr target), with the government receiving IDR93.5tr in tax...

Manu Bhaskaran