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

A New Capital Spending Cycle Is Set to Boost Asian Exports

Can Southeast Asia Become the Pre-Eminent Destination for Foreign Investment?

What Does the Global Economy Hold in Store for Asian Economies?

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

While the peak in growth in global demand for technology goods is behind us, Asian tech exports are likely to be buoyed by robust global goods spending even after re-opening, still-tight inventories, and a healthy IT capital spending outlook. Thus, tech exports are likely decelerate rather than reverse direction and will still support Asian economic growth. Lead indicators such as Taiwanese export orders substantiate this constructive view of tech demand. Moreover, our detailed analysis of observations made by several leading chip firms also reinforces our positive view. By and large, they remain confident about future growth.Separately,  there are also nascent signs that supply conditions in the global chip sector are improving, with inventory-shipment ratios appearing to have turned a corner in Taiwan, Korea, and the US.

While the peak in growth in global demand for technology goods is behind us, Asian tech exports are likely to be buoyed by robust global goods spending even after re-opening, still-tight inventories, and a healthy IT capital spending outlook. Thus, tech exports are likely decelerate rather than reverse direction and will still support Asian economic growth. Lead indicators such as Taiwanese export orders substantiate this constructive view of tech demand. Moreover, our detailed analysis of observations made by several leading chip firms also reinforces our positive view. By and large, they remain confident about future growth.Separately,  there are also nascent signs that supply conditions in the global chip sector are improving, with inventory-shipment ratios appearing to have turned a corner in Taiwan, Korea, and the US.

Asian Technology Exports to Stay Firm past Peak Global Demand