Economist, Centennial Asia Advisors

Nicholas Chia

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

India: Brace For A Sharp Snapback In Activity

India: PM Modi Reshuffles Cabinet, With An Eye On Sagging Popularity, and UP State Elections in 2022

India: RBI Swallows Bitter Pill, Countenance Higher Yields, but Even That May Not Be Enough

India Inflation: More To It Than Meets The Eye

India: Risks of A Sovereign Downgrade Are Overblown, Despite Moody's Warning

India: Limited Upside To Rally In Rupee Moving Forward

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>In India, the pandemic crisis has eased sufficiently to allow activity to recover. Mobility trends point to a nascent recovery, while fuel sales and generation of e-way bills point to a snapback in activity.</li>
<li>This strongly suggests there is latent demand within the economy that is waiting to be unleashed once Covid-19 recedes into the background. It also suggests the pessimism in the market over the economy's growth prospects may actually be overdone.</li>
<li>But its central bank still faces difficult policy choices as it manages the pandemic as well as global financial volatility. Either yields move up and above the RBI's tolerance level, or the central bank has to double down on its QE and yield curve control, at the risk of fostering more imbalances.</li>
</ul>


In India, the pandemic crisis has eased sufficiently to allow activity to recover. Mobility trends point to a nascent recovery, while fuel sales and generation of e-way bills point to a snapback in activity.
This strongly suggests there is latent demand within the economy that is waiting to be unleashed once Covid-19 recedes into the background. It also suggests the pessimism in the market over the economy's growth prospects may actually be overdone.
But its central bank still faces difficult policy choices as it manages the pandemic as well as global financial volatility. Either yields move up and above the RBI's tolerance level, or the central bank has to double down on its QE and yield curve control, at the risk of fostering more imbalances.


India: On the Mend