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>At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery and its implications for the Federal Reserve’s monetary policy, investors have flocked into assets in Asian EMs.</li><li>The question is whether this perception of the relative safety of Asian emerging markets will remain now that valuations in Asian markets have expanded so much. We think a moderation of such capital inflows is forthcoming.</li></ul>

At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery and its implications for the Federal Reserve’s monetary policy, investors have flocked into assets in Asian EMs.The question is whether this perception of the relative safety of Asian emerging markets will remain now that valuations in Asian markets have expanded so much. We think a moderation of such capital inflows is forthcoming.

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

<p><strong>Chartonics flash </strong>Sunday 24 July 2016</p><div><strong> </strong></div><div><strong>S&amp;P push, JPY, bullish Mexico, DXY and commodities</strong></div><p>Our immediate S&amp;P rally target is 2,180 and then 2,204. We are waiting for a pullback toward 2,130 to buy the S&amp;P. </p><div>It appears we may not get a correction until after the next cycle timeline of July 29th. An equity rise into July 29th would increase odds of seeing a crest near that date and a correction unfold. We are a buyer of any correction as long as the S&amp;P holds 2,100 structural integrity.</div><div>Daily RSI is…</div>

Chartonics flash Sunday 24 July 2016 S&amp;P push, JPY, bullish Mexico, DXY and commoditiesOur immediate S&amp;P rally target is 2,180 and then 2,204. We are waiting for a pullback toward 2,130 to buy the S&amp;P. It appears we may not get a correction until after the next cycle timeline of July 29th. An equity rise into July 29th would increase odds of seeing a crest near that date and a correction unfold. We are a buyer of any correction as long as the S&amp;P holds 2,100 structural integrity.Daily RSI is…

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

<p>I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I see as continued coming compliance feeding frenzy, and which may lead to another major hurdle/headache for investors/bank account holders and global banks (not all bad, but confusing and execution issues). As a result of my initial discussion, I followed up with other bank and company managers as well as a private bank executive representing overseas…</p>

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I see as continued coming compliance feeding frenzy, and which may lead to another major hurdle/headache for investors/bank account holders and global banks (not all bad, but confusing and execution issues). As a result of my initial discussion, I followed up with other bank and company managers as well as a private bank executive representing overseas…

CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts

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.

<p>News flow remains extremely negative going into the Brexit vote.<br>The current level of negativity in the news is similar to that seen during the global financial crisis.<br>The main concerns are ‘Global Slowdown’ and ‘Brexit’. <br>China concern has faded in recent months.Once Brexit is resolved - what will investors have to worry about?</p>

News flow remains extremely negative going into the Brexit vote. The current level of negativity in the news is similar to that seen during the global financial crisis. The main concerns are ‘Global Slowdown’ and ‘Brexit’.  China concern has faded in recent months.Once Brexit is resolved - what will investors have to worry about?

RRG News Flow Monitor - Tracking Market Worries Into Brexit and Beyond

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

<p><strong>WK 23: </strong><strong>Mon 6 Jun 2016. </strong></p><p>(As always thoughts/comments welcome…)</p><p><strong>Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds</strong></p><ul><li>Market will continue to digest the huge NFP miss 38k a vs. 160k e, with implications into the USD &amp; the Fed</li><li>Yellen’s round table today on Economic Outlook &amp; Monetary Policy will be heavily watched</li><li>Busy week on the central bank front with decisions due out from the like of RBA, RBI, RBNZ &amp; that’s just a taste…</li><li>US bonds, the consensus long trade it seems, what (if anything) are real rates telling us? Nobody seems to believe in US inflation</li></ul>

WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US BondsMarket will continue to digest the huge NFP miss 38k a vs. 160k e, with implications into the USD &amp; the FedYellen’s round table today on Economic Outlook &amp; Monetary Policy will be heavily watchedBusy week on the central bank front with decisions due out from the like of RBA, RBI, RBNZ &amp; that’s just a taste…US bonds, the consensus long trade it seems, what (if anything) are real rates telling us? Nobody seems to believe in US inflation

TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds

United States

SPDR Gold Shares is an investment fund incorporated in the USA.  The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust's expenses. The Trust holds gold and is expected from time to time to issue Baskets in exchange for deposits of gold and to distribute gold in connection with redemptions of Baskets.

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Will Capital Still Flow into Asian EMs?

At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...

Manu Bhaskaran

Bullish S&P, Mexico and USD

Chartonics flash Sunday 24 July 2016 S&P push, JPY, bullish Mexico, DXY and commoditiesOur immediate S&P rally target is 2,180 and then...

Thomas Schroeder

CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I...

Charles De Trenck

RRG News Flow Monitor - Tracking Market Worries Into Brexit and Beyond

News flow remains extremely negative going into the Brexit vote.The current level of negativity in the news is similar to that seen during the...

David Riedel

TGIM! @KVP_Macro - WK 23. Mon 6 Jun. The Global Macro Take: RBA, RBNZ but Really All About US Bonds

WK 23: Mon 6 Jun 2016. (As always thoughts/comments welcome…)Global Macro Take: WK 23 – RBA, RBNZ but really all about US Bonds Market will...

Kay Van-Petersen

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