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

<ul><li>The Indonesian economy is decelerating as its years of commodity dependence catch up with it and the severity of the El Nino poses extended risks to growth.</li><li>Recent policy moves give us more confidence that the Jokowi administration understands this and that better policies are likely. However there is a long road ahead for&nbsp;Indonesia's economic&nbsp;recovery.</li></ul>

The Indonesian economy is decelerating as its years of commodity dependence catch up with it and the severity of the El Nino poses extended risks to growth.Recent policy moves give us more confidence that the Jokowi administration understands this and that better policies are likely. However there is a long road ahead for&nbsp;Indonesia's economic&nbsp;recovery.

<ul><li>The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory of monetary normalisation.&nbsp;</li><li>Also, we believe that the damage that a Chinese slowdown will inflict on Southeast Asian economies is overstated.</li><li>Thus, after&nbsp;analysing the key drivers of growth, we believe that there is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now.</li></ul>

The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory of monetary normalisation.&nbsp;Also, we believe that the damage that a Chinese slowdown will inflict on Southeast Asian economies is overstated.Thus, after&nbsp;analysing the key drivers of growth, we believe that there is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now.

<ul><li>President Jokowi's term in office started off on a high which was soon challenged by petty politicking.&nbsp;Indonesia's prospects have been further constrained by global headwinds, most notably a slowdown in China and uncertainty surrounding the impending US interest rate hike.</li><li>More recent developments, however, signify the onset of prudent reformation.</li></ul>

President Jokowi's term in office started off on a high which was soon challenged by petty politicking.&nbsp;Indonesia's prospects have been further constrained by global headwinds, most notably a slowdown in China and uncertainty surrounding the impending US interest rate hike.More recent developments, however, signify the onset of prudent reformation.

President Jokowi's one year in power: What's next for Indonesia?

<ul><li>There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now.</li><li>Our analysis of Asia&rsquo;s outlook runs counter to Asian Development Bank&rsquo;s Sep 15 Update where it broadly downgraded the growth prospects of most regional economies, especially those in East Asia and ASEAN.</li><li>Take a peek at Centennial Asia's 2015 Growth Forecasts for 2015.</li></ul>

There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now.Our analysis of Asia&rsquo;s outlook runs counter to Asian Development Bank&rsquo;s Sep 15 Update where it broadly downgraded the growth prospects of most regional economies, especially those in East Asia and ASEAN.Take a peek at Centennial Asia's 2015 Growth Forecasts for 2015.

A more positive view of global prospects and impact on Asia: We disagree with the ADB update

Economist, Centennial Asia Advisors

Jason Tan

Economist

<ul><li>Jokowi looks to rebuild the country's anti-corruption agency (KPK) in a bid to regain the initiative in the corruption fight.</li><li>Jokowi also strengthens his presidency as the PAN joins the PDI-P-led alliance.</li><li>Jokowi aims to&nbsp;shore up economic fundamentals through stimulus measures.</li></ul>

Jokowi looks to rebuild the country's anti-corruption agency (KPK) in a bid to regain the initiative in the corruption fight.Jokowi also strengthens his presidency as the PAN joins the PDI-P-led alliance.Jokowi aims to&nbsp;shore up economic fundamentals through stimulus measures.

President Jokowi finally making the big moves

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)

Indonesia's deceleration

The Indonesian economy is decelerating as its years of commodity dependence catch up with it and the severity of the El Nino poses extended risks...

Manu Bhaskaran

Asian growth prospects

The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory...

Manu Bhaskaran

President Jokowi's one year in power: What's next for Indonesia?

President Jokowi's term in office started off on a high which was soon challenged by petty politicking. Indonesia's prospects have been further...

Manu Bhaskaran

A more positive view of global prospects and impact on Asia: We disagree with the ADB update

There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...

Manu Bhaskaran

President Jokowi finally making the big moves

Jokowi looks to rebuild the country's anti-corruption agency (KPK) in a bid to regain the initiative in the corruption fight. Jokowi also...

Jason Tan