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Manu Bhaskaran

Manu Bhaskaran
Asia Economist and CEO
Centennial Asia Advisors

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bearishMacroeconomics
17 Apr 2024 10:00

South Korea Politics: Policy Constraints Loom After Legislative Polls

After a result driven by anti-incumbency, South Korea's parliamentary elections will further constrain President Yoon in enacting his economic...

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bearishMacroeconomics
17 Apr 2024 10:00

Regional Economics: Bumpy Disinflation Makes Rate Cuts in 2024 a Big If

Do not expect an easy ride in restoring inflation to pre-pandemic norms. "Higher-for-longer" is here to stay, both in advanced and emerging Asian...

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bearishMacroeconomics
11 Apr 2024 14:26

Indonesia Economics: Disinflation Setbacks Tie Central Bank’s Hands Tighter

An uptick in inflation and domestic policy uncertainty will cause Bank Indonesia to delay potential rate cuts until it can be confident that the...

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bearishMacroeconomics
11 Apr 2024 14:13

Indonesia Economics: More of the Same Won't Cut It

"Continuity Jokowi" is simply not enough if Indonesia is to achieve the 8% growth rates that president-elect Prabowo has promised to attain.

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bullishMacroeconomics
02 Apr 2024 11:00

China Economics: Don't Celebrate the Good PMIs Just Yet

The latest set of Chinese PMIs should be treated as tentative signs of green shoots. A more convincing turnaround in the "facts on the ground" is...

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