Economist, Centennial Asia Advisors

Jason Tan

Economist

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>China’s recent stabilisation remains fragile. Financial indicators are flashing warnings; weak private investment is hurting growth prospects and inflation expectations are rising which could spur capital outflows and a weaker Yuan. China is also faced with the threat of being labelled as a currency manipulator by the incoming Trump administration. Finally, housing prices are frothy and increasingly unaffordable.</li><li>Our baseline scenario remains one of episodic crises which are containable by policymaking. However, the risk of a downward spiral sparked by financial stresses has grown.</li></ul>

China’s recent stabilisation remains fragile. Financial indicators are flashing warnings; weak private investment is hurting growth prospects and inflation expectations are rising which could spur capital outflows and a weaker Yuan. China is also faced with the threat of being labelled as a currency manipulator by the incoming Trump administration. Finally, housing prices are frothy and increasingly unaffordable.Our baseline scenario remains one of episodic crises which are containable by policymaking. However, the risk of a downward spiral sparked by financial stresses has grown.

What Are the Risks in China?