Economist, Centennial Asia Advisors

Nigel Chiang

Centennial Asia Advisors deliver timely and accurate economic and political analysis to investors, focused on anticipating key turning points that affect the client’s interests in the Asia-Pacific region. Clients include public agencies and central banks, as well as fund managers and investment banks. The company draws strength from its flexibility to tailor products to fit client’s specific interests. It provides detailed macro-economic forecasts, scenario analysis and timely assessments of how specific major economic and political developments may affect a client’s areas of interest. 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.

Economist

Taiwan: Export Orders and Border Re-Opening Are Green-Shoots For Growth

US-China: New US Chip Ban Will Have Far-Reaching Consequences Beyond Just Chips

Difficult Times Lie In Wait For Asia’s Exporters

Asian Electronics: Near-Term Bearish But Secular Trends Remain Solid

Asia Tech Exports: Slowing Momentum, but Underlying Demand Remains Resilient

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>Early signs of export declines: Export figures for Taiwan and South Korea, two powerhouse exporters of technology-related goods, are showing the beginnings of a slowdown</li>
<li>Inventory accumulation has continued: A combination of a build-up in inventories and a downturn in Capex intentions are further risk factors for the sector’s performance</li>
<li>But long-term structural factors such as changing consumer and business practices and government priorities may provide a medium-to-long term buffer against cyclical forces.</li>
</ul>


Early signs of export declines: Export figures for Taiwan and South Korea, two powerhouse exporters of technology-related goods, are showing the beginnings of a slowdown
Inventory accumulation has continued: A combination of a build-up in inventories and a downturn in Capex intentions are further risk factors for the sector’s performance
But long-term structural factors such as changing consumer and business practices and government priorities may provide a medium-to-long term buffer against cyclical forces.


A Downturn in the Asian Technology Sector Is Imminent