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

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook for Asian economic growth:Gathering recovery in global demand: The global economy is gaining momentum, and showing signs of rising trade intensity that will boost external demand for Asian exporters. Furthermore, the easing of deflationary pressures is helping trade values to recover. A sustained recovery in global demand for Asian exports would be…

How Have Risks for Asia Changed Recently?

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Thematic (Sector/Industry)

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash transactions constitute 80% of transactions in the economy. In the informal sector, which is half of the economy, all the transactions are carried out on a cash basis. Liquidity shortage on account of currency notes being deposited back into banks has affected economic activity across the board. High-value notes constituted 86% of total outstanding notes…

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

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<li>
Violent protest against non-Muslim Jakarta governor: Muslim hardliners notorious for violence against religious minorities appeared to have hijacked a protest in Jakarta by less extreme Muslims against Governor Ahok (who is Chinese and a Christian) over remarks he made to Muslim constituents that hardliners claimed denigrated a Quranic verse.</li>
<li>The media reported that at least 160 protestors and 79 police officers were injured during the clashes. The clashes were serious enough for President Jokowi…</li>
</ul>



Violent protest against non-Muslim Jakarta governor: Muslim hardliners notorious for violence against religious minorities appeared to have hijacked a protest in Jakarta by less extreme Muslims against Governor Ahok (who is Chinese and a Christian) over remarks he made to Muslim constituents that hardliners claimed denigrated a Quranic verse.
The media reported that at least 160 protestors and 79 police officers were injured during the clashes. The clashes were serious enough for President Jokowi…


Indonesia: Heightened Religious Tensions but Jokowi Will Step up to the Plate

Economist, Centennial Asia Advisors

Jason Tan

Economist

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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>
</ul>



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

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

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)

How Have Risks for Asia Changed Recently?

A confluence of recent global developments calls for a re-examination of Asia's outlook. The following factors will largely determine the outlook...

Manu Bhaskaran

Demonetisation:20% High-Value Notes May Be Destroyed, a Hit of 1-2% of GDP; Move a Long-Run Positive

Demonetization of high-value currency notes (Rs500 and Rs1000 denomination) has slowed down activity levels significantly given that cash...

Asia Advisors

Indonesia: Heightened Religious Tensions but Jokowi Will Step up to the Plate

Violent protest against non-Muslim Jakarta governor: Muslim hardliners notorious for violence against religious minorities appeared to have...

Manu Bhaskaran

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