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>Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these headwinds to inflationary pressures are dissipating.</li><li>We examine a number of metrics used to determine inflationary pressures and use them to help us understand the countries in which price levels could rise unexpectedly or faster than expected.</li><li>In summary, upside surprises to inflation are likely to be seen in China, Taiwan, Indonesia and Malaysia.</li></ul>

Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these headwinds to inflationary pressures are dissipating.We examine a number of metrics used to determine inflationary pressures and use them to help us understand the countries in which price levels could rise unexpectedly or faster than expected.In summary, upside surprises to inflation are likely to be seen in China, Taiwan, Indonesia and Malaysia.

Inflation Outlook: Watch for Upside Surprises in Asia

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

Thematic (Sector/Industry)

What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run afoul of international corruption regulatory systems.  One of the most prominent of those is the international development banks' integrity systems relating to procurement and consulting services.  Violators can be issued a letter of reprimand, debarred (permanently, for a period, conditionally), or required to make restitution.  It appears that…

What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run afoul of international corruption regulatory systems.  One of the most prominent of those is the international development banks' integrity systems relating to procurement and consulting services.  Violators can be issued a letter of reprimand, debarred (permanently, for a period, conditionally), or required to make restitution.  It appears that…

Chinese Companies Going Abroad & The International Corruption Regulatory System

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Strong Catalysts Remain Amid the TPP FailureI always viewed the TPP as merely an additional benefit to Vietnam's already thriving economic environment, and not as a necessity for Vietnam to emerge as the "next China".  I took the time on here previously to outline my opinion that Trump's potential election as president would not 'trump Vietnam". My views are the same, although there are some new factors to note regarding investment implications for various industries amid the rise of Vietnam's…

Strong Catalysts Remain Amid the TPP FailureI always viewed the TPP as merely an additional benefit to Vietnam's already thriving economic environment, and not as a necessity for Vietnam to emerge as the "next China".  I took the time on here previously to outline my opinion that Trump's potential election as president would not 'trump Vietnam". My views are the same, although there are some new factors to note regarding investment implications for various industries amid the rise of Vietnam's…

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.

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

Vietnam

Market Vectors Vietnam ETF is an exchange traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the price and yield performance of the Market Vectors Vietnam Index. The Fund invests at least 80% of its total assets in securities that comprise the Fund's benchmark index.

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Market Vectors Vietnam ETF (VNM US)

Inflation Outlook: Watch for Upside Surprises in Asia

Global inflation has been muted over the past two years as a combination of factors curbed the upward march of price levels worldwide; yet these...

Manu Bhaskaran

Chinese Companies Going Abroad & The International Corruption Regulatory System

What few people know is that a significant number of Chinese companies, including a number of prominent state owned enterprises (SOEs), have run...

Susan Finder

Vietnam Under a Trump Presidency

Strong Catalysts Remain Amid the TPP FailureI always viewed the TPP as merely an additional benefit to Vietnam's already thriving economic...

Nomadic Equity

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

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