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

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong representations to Beijing. But no one should under-estimate the significance of China’s action, which was clearly well thought out and will have serious implications for East and Southeast Asia.The US Navy was using the drone to map the seabed in the South China Sea and was in international waters 50 nautical miles north of Subic Bay, the former US naval base…

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong representations to Beijing. But no one should under-estimate the significance of China’s action, which was clearly well thought out and will have serious implications for East and Southeast Asia.The US Navy was using the drone to map the seabed in the South China Sea and was in international waters 50 nautical miles north of Subic Bay, the former US naval base…

US-China Relations Enter a More Dangerous Phase

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam's stock market has been experiencing new listings in recent months and the country has been making notable strides in its privatization efforts.  Having said that, there is still much work ahead for the country, and new thorns have also been emerging amid these fundamental approvements, particularly during the 2nd half of this year.  Much is changing in the market, for better and for worse, yet the simple middle-class growth story remains the same, even amid a new failed TPP.   It is…

Vietnam's stock market has been experiencing new listings in recent months and the country has been making notable strides in its privatization efforts.  Having said that, there is still much work ahead for the country, and new thorns have also been emerging amid these fundamental approvements, particularly during the 2nd half of this year.  Much is changing in the market, for better and for worse, yet the simple middle-class growth story remains the same, even amid a new failed TPP.   It is…

What Is UP and COMing in Vietnam: Every ROSe Has Its Thorn

<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

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

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…

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)

US-China Relations Enter a More Dangerous Phase

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong...

Manu Bhaskaran

What Is UP and COMing in Vietnam: Every ROSe Has Its Thorn

Vietnam's stock market has been experiencing new listings in recent months and the country has been making notable strides in its privatization...

Nomadic Equity

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

Price Gauge

52-week Range

Market Cap (USDm)

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