Economist, Centennial Asia Advisors

Jason Tan

Economist

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

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Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.</li>
<li>Coming soon…</li>
</ul>



Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of naval vessels from China and awarding the contract for the USD13.1bn East Coast Railway Line to China. China would have been mightily pleased with the joint statement that Malaysia agreed to issue, which called for restraint in the South China Sea and spoke against external intervention that would obstruct the resolution of maritime disputes.
Coming soon…


China – US Competition: Posturing to Increase in Asia-Pacific

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia.  Despite my preference for frontier Asia, I am still bullish on Colombia and Chile, which have experienced an economic slowdown primarily due to the low commodity price environment.

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia.  Despite my preference for frontier Asia, I am still bullish on Colombia and Chile, which have experienced an economic slowdown primarily due to the low commodity price environment. 

Asia Vs. The Americas: Examing Demographics, Economic Growth, and the Impact of Commodities

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

<ul><li>India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.</li><li>ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.</li></ul>

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding government reforms and inherent long-term advantages, India’s capacity for upside growth surprise is strengthening.ASEAN countries will be the main winners from China’s stagnating competitiveness due to structural issues and rising costs. Despite small falls in ASEAN’s rankings, Indonesia, the Philippines and Vietnam have shown longer-term gains in competitiveness which reflect their rising growth potential.

Global Competitiveness Index 2016: Winners and Losers in Asia

The Rise of Vietnam's UPCoM Vietnam's UPCoM (Unlisted Public Company Market at the Hanoi Stock Exchange) is a relatively overlooked area of Vietnam's stock market at the moment, and this market should be further observed for the following reasons:<ul>
<li>Vietnam's stock market valuation is on the rise, trading at over 16X PE, which creates a necessity to look deeper for undervalued stocks</li>
<li>Despite the perceived low quality of this market, there are actually some decent companies on this market</li>
<li>The  UPCoM…</li>
</ul>

The Rise of Vietnam's UPCoM  Vietnam's UPCoM (Unlisted Public Company Market at the Hanoi Stock Exchange) is a relatively overlooked area of Vietnam's stock market at the moment, and this market should be further observed for the following reasons:
Vietnam's stock market valuation is on the rise, trading at over 16X PE, which creates a necessity to look deeper for undervalued stocks
Despite the perceived low quality of this market, there are actually some decent companies on this market
The  UPCoM…


This insight outlines which frontier and emerging markets in Asia offer the best opportunities for investors and outlines multiple investment themes that are able to capture the growth of the bottom of the pyramid in the future.

This insight outlines which frontier and emerging markets in Asia offer the best opportunities for investors and outlines multiple investment themes that are able to capture the growth of the bottom of the pyramid in the future.

The Fortune at the Bottom of the Pyramid(Part 2): Investment Implications for Frontier/Emerging Asia

Vietnam

VinaCapital Vietnam Opportunity Fund Limited is a close-ended investment company incorporated in the Cayman Islands. The aim of the Company is to achieve medium to longer-term capital appreciation and providing an attractive level of income. The Company invests in listed and unlisted companies, debt, assets and other investment opportunities in Vietnam and surrounding Asian countries.

VinaCapital Vietnam Opportunity Fund (VOF LN)

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VinaCapital Vietnam Opportunity Fund (VOF LN)

China – US Competition: Posturing to Increase in Asia-Pacific

Closer Sino-Malaysian ties: Malaysian Prime Minister Najib forged closer ties with China on his visit to Beijing, concluding the purchase of...

Jason Tan

Asia Vs. The Americas: Examing Demographics, Economic Growth, and the Impact of Commodities

This insight compares investment in Asia and the Americas, to further build an investment case for frontier markets in Asia. Despite my preference...

Nomadic Equity

Global Competitiveness Index 2016: Winners and Losers in Asia

India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding...

Manu Bhaskaran

Vietnam's UPCoM Stocks

The Rise of Vietnam's UPCoMVietnam's UPCoM (Unlisted Public Company Market at the Hanoi Stock Exchange) is a relatively overlooked area of...

Nomadic Equity

The Fortune at the Bottom of the Pyramid(Part 2): Investment Implications for Frontier/Emerging Asia

This insight outlines which frontier and emerging markets in Asia offer the best opportunities for investors and outlines multiple investment...

Nomadic Equity

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)