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

China: Incrementally More Optimistic on GDP Growth in 2022

China 13th National People Congress Government Work Report: A Fiscal-Led Recovery in 2022

China: Economy off to Weak Start in 2022; Brace for More Tech Crackdowns

China: Easing Underway…but Will It Move the Needle on Where It Counts?

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>The trade surplus will remain in China’s favour given the likelihood of weak domestic demand in China juxtaposed against a recovery in consumer demand and capex in her trading partners.</li>
<li>Capital flows may also favour the CNY. Continued liberalisation of the services sector will support FDI, while weak domestic inflation will support China's positive real yield differential vs. the RoW.</li>
<li>The key risk to our view: capital outflows sparked by the authorities’ radical changes in the regulation of big tech, and the shift in the political economy against big capital.</li>
</ul>


The trade surplus will remain in China’s favour given the likelihood of weak domestic demand in China juxtaposed against a recovery in consumer demand and capex in her trading partners.
Capital flows may also favour the CNY. Continued liberalisation of the services sector will support FDI, while weak domestic inflation will support China's positive real yield differential vs. the RoW.
The key risk to our view: capital outflows sparked by the authorities’ radical changes in the regulation of big tech, and the shift in the political economy against big capital.


China: CNY to Out-Perform Despite Fed and PBOC’s Divergent Stances