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

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

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

RRG Global Macro Insights - Central Banks May Be Getting Their Wish for Growth with Manageable InflationRussia: Fundamental numbers improve with PPI, Industrial production and wages all up. If sanctions are eased economy could really take off.Brazil: Central bank lowers rates and signals more cuts.  President Michel Temer is anxious to get the economy out of its recession and seems to be making some progress. Inflation has eased somewhat, which could be a first sign of things getting better.…

 RRG Global Macro Insights - Central Banks May Be Getting Their Wish for Growth with Manageable InflationRussia: Fundamental numbers improve with PPI, Industrial production and wages all up. If sanctions are eased economy could really take off.Brazil: Central bank lowers rates and signals more cuts.  President Michel Temer is anxious to get the economy out of its recession and seems to be making some progress. Inflation has eased somewhat, which could be a first sign of things getting better.…

RRG Global Macro Insights - Global Recovery in Sight? Market May Be Wrong on Malaysia

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

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

Johannes Salim, CFA

<ul>
<li>The correlation between Emerging Markets Asia and US market has reversed to a positive coefficient YTD (a typical global bull market's sign).</li>
<li>Our chart of the day reveals that Indonesia (Indo) and Philippines are the least vulnerable to trade war risk.</li>
<li>We are bearish on China's macro fundamentals and concerned of looming intense trade negotiations with the US.</li>
</ul>As we have been watching CNBC's US market coverage (its TV show is called "Opening Bell") past two weeks, we can't help but think that there…


The correlation between Emerging Markets Asia and US market has reversed to a positive coefficient YTD (a typical global bull market's sign).
Our chart of the day reveals that Indonesia (Indo) and Philippines are the least vulnerable to trade war risk.
We are bearish on China's macro fundamentals and concerned of looming intense trade negotiations with the US.
As we have been watching CNBC's US market coverage (its TV show is called "Opening Bell") past two weeks, we can't help but think that there…

Asia Market Strategy: Will The Bulls Win in 2017 on The Back of Trumponomics?

<ul>
<li>
Trump stepped back from direct confrontation with China: In his phone call with Chinese President Xi, Trump acceded to China’s request to honour the longstanding “One China” policy, which he had appeared to question in his tweets. But the potential downside risks in the bilateral relationship were made clear by reports of an “unsafe” interaction between a Chinese surveillance plane and a US Navy P-3C Orion surveillance aircraft on the same day.</li>
<li>
North Korean missile test not a huge deal: The test…</li>
</ul>



Trump stepped back from direct confrontation with China: In his phone call with Chinese President Xi, Trump acceded to China’s request to honour the longstanding “One China” policy, which he had appeared to question in his tweets. But the potential downside risks in the bilateral relationship were made clear by reports of an “unsafe” interaction between a Chinese surveillance plane and a US Navy P-3C Orion surveillance aircraft on the same day.

North Korean missile test not a huge deal: The test…


Geopolitics: Trump Refines Approach to China

United States

iShares MSCI Malaysia ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Malaysian market, as measured by the MSCI  Malaysia Index. The ETF invests in a representative sample of index stocks using a  "portfolio sampling" technique.

iShares MSCI Malaysia ETF (EWM US)

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

RRG Global Macro Insights - Global Recovery in Sight? Market May Be Wrong on Malaysia

RRG Global Macro Insights - Central Banks May Be Getting Their Wish for Growth with Manageable InflationRussia: Fundamental numbers improve with...

David Riedel

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

Asia Market Strategy: Will The Bulls Win in 2017 on The Back of Trumponomics?

The correlation between Emerging Markets Asia and US market has reversed to a positive coefficient YTD (a typical global bull market's sign). Our...

Johannes Salim, CFA

Geopolitics: Trump Refines Approach to China

Trump stepped back from direct confrontation with China: In his phone call with Chinese President Xi, Trump acceded to China’s request to honour...

Manu Bhaskaran