Economic and Political Research

Centennial Group's Economic and Political Research practice concentrates its work in the two region of its core competence, the Asia-Pacific and Latin America. Headed by Mr. Manu Bhaskaran in Asia and Claudio Loser in Latin America, the practice focuses on analyzing the underlying trends in the political and economic systems in the countries so that clients get an accurate picture of how the political and economic environment will affect their business prospects and risks.

It offers the following products:

• Detailed forecasting work is geared to anticipate major turning points in economies and politics: Forecasts for major variables - GDP growth, inflation, current account balance, currency rates, benchmark interest rates - two to five years out; Breakdown of GDP growth by sectors and demand aggregates; Forecasts by different scenarios where necessary
• Monitoring of early warning indicators to identify risks or opportunities for clients
• Timely analysis of important developments as they unfold - policy announcements, major data releases, political events, external shocks - and how they impact client's areas of concern. Expanded reports on such developments where the implications for a particular sector of activity are substantial
• Assessment of whether financial markets' reactions to such developments have led to mis-priced assets or other investment opportunities
• Monitoring and identification of changing structural trends and the opportunities they present to clients
• In-depth analysis of structural trends which markets have under-appreciated but which have important implications for clients' areas of concern
• Thematic pieces, based on rigorous economic analysis but presented in a user-friendly format, on issues of importance, particularly those which the consensus may have misinterpreted
• Analysis of business and investment environment in regions or countries or sectors
• Risk assessment - political, policy, economic, currency risks
• Assistance with scenario planning
• Providing bespoke research papers on specific economic and political issues for clients.