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

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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>Notwithstanding the slump in April as supply chains seized up, technology exports outperformed last year as the curbs on social mobility imposed to control the pandemic shifted the pattern of consumer spending away from non-tradable services to goods, of which an increasing share are electronic in nature and thus contain semiconductors.</li>
<li>
Looking ahead, global technology production and exports will continue to be supported by severe chip shortages. The majority of news headlines centre on the auto sector’s travails that were exacerbated by their mismanagement of supply chains, but they mask a broad-based shortage of semiconductors due to extremely robust demand across nearly all major semiconductor “end-markets”, from smartphones to gaming to automotives.</li>
<li>Crucially, the current tight supply-demand dynamic could persist for some time, underpinned by important transformative trends such as the digital transformation of cars, proliferation of high-performance computing (HPC) applications, shift of enterprise workloads to public clouds etc. that have been boosted by the pandemic.</li>
<li>Put differently, we foresee an inflection point for technology that will drive greater demand for chips, extending the upturn and reducing the chip cycle’s inherent cyclicality.
</li>
</ul>


Notwithstanding the slump in April as supply chains seized up, technology exports outperformed last year as the curbs on social mobility imposed to control the pandemic shifted the pattern of consumer spending away from non-tradable services to goods, of which an increasing share are electronic in nature and thus contain semiconductors.

Looking ahead, global technology production and exports will continue to be supported by severe chip shortages. The majority of news headlines centre on the auto sector’s travails that were exacerbated by their mismanagement of supply chains, but they mask a broad-based shortage of semiconductors due to extremely robust demand across nearly all major semiconductor “end-markets”, from smartphones to gaming to automotives.
Crucially, the current tight supply-demand dynamic could persist for some time, underpinned by important transformative trends such as the digital transformation of cars, proliferation of high-performance computing (HPC) applications, shift of enterprise workloads to public clouds etc. that have been boosted by the pandemic.
Put differently, we foresee an inflection point for technology that will drive greater demand for chips, extending the upturn and reducing the chip cycle’s inherent cyclicality.



Forthcoming Tech Inflection to Extend the Upturn in the Global Tech Cycle