Asia Economic Research, Centennial Asia Advisors

Asees Bajaj

Asia Economic Research

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 Philippines is cementing itself as Southeast Asia's fastest growing economy - posting 7.3% y/y growth.</li><li>Strong domestic demand, a flourishing BPO industry and increasing FDI make the case for higher growth going forward.</li><li>However there are indications that the current account is swinging towards a deficit, which amidst the current global mood of risk aversion will constrain foreign investment and weigh on the Peso. The multiplier effects will affect economic growth.</li><li>Political developments could add to uncertainty; Duterte's intemperate remarks and hasty decision making do not bode well for foreign relations or the resilience of Philippines' institutions.</li></ul>

The Philippines is cementing itself as Southeast Asia's fastest growing economy - posting 7.3% y/y growth.Strong domestic demand, a flourishing BPO industry and increasing FDI make the case for higher growth going forward.However there are indications that the current account is swinging towards a deficit, which amidst the current global mood of risk aversion will constrain foreign investment and weigh on the Peso. The multiplier effects will affect economic growth.Political developments could add to uncertainty; Duterte's intemperate remarks and hasty decision making do not bode well for foreign relations or the resilience of Philippines' institutions.

The Philippines: High Growth Rates Depend on Policy Direction and Politics

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:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

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)

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging Markets most exposed to these key risks have started to adjust for this development other major asset groups have not.In this Special Insights Report we outline a trade to take advantage of this anomaly.

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging Markets most exposed to these key risks have started to adjust for this development other major asset groups have not.In this Special Insights Report we outline a trade to take advantage of this anomaly.

Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:<ol><li class="p1">The recent impact the Brexit has had on the global economy,</li><li class="p1">Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSI</li><li class="p1">Highlight which markets and sectors globally can be expected to outperform through year end. </li></ol>

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:The recent impact the Brexit has had on the global economy,Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSIHighlight which markets and sectors globally can be expected to outperform through year end. 

Why the Consensus Is Wrong on The UK - Strategy Through Year End

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: <a href="http://www.screencast.com/t/mdn546JX" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/mdn546JX&amp;source=gmail&amp;ust=1471215924139000&amp;usg=AFQjCNGSANYz4Evr_EpTf9P4rqByO_bZtA">http://www.screencast.com/t/mdn546JX</a> 9:58 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/011/678/original/CPG%20FRONT%20COVER.png?1471130905" class="editor-image img-responsive" data-smartkarma-image-id="11678"><figcaption class="figcaption">FX webcast</figcaption></figure> DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min.FX webcast DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.   

United States

iShares MSCI Philippines ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the performance of the MSCI Philippines Investable Market Index.

iShares MSCI Philippines (EPHE US)

The Philippines: High Growth Rates Depend on Policy Direction and Politics

The Philippines is cementing itself as Southeast Asia's fastest growing economy - posting 7.3% y/y growth. Strong domestic demand, a flourishing...

Asees Bajaj

Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...

David Riedel

Why the Consensus Is Wrong on The UK - Strategy Through Year End

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on: The recent impact the Brexit has had on the global...

David Riedel

FX Position Trades

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min. DXY backing off...

Thomas Schroeder

Fed Watching 2.0

Fed watching 2.0Automated, systematic analysis of central bank policy makers offers significant, actionable insights as iIlustrated by Bank of...

ClearMacro