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

Asian Electronics: Near-Term Bearish But Secular Trends Remain Solid

Difficult Times Lie In Wait For Asia’s Exporters

A Downturn in the Asian Technology Sector Is Imminent

Global Capital Spending Renaissance to Boost Asian Exports

Asian Technology Exports to Stay Firm past Peak Global Demand

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>We still see relatively healthy demand for Asian technology exports as a handover from consumer to enterprise IT spending extends the current tech cycle. </li>
<li>Lead indicators such as Taiwan’s export orders show some slowing but to still-strong levels. This is despite a marked slowdown in orders from the Greater China region.</li>
<li>End demand indicators also support the positive outlook: US new orders for IT goods slowed from multi-year highs to a still-high run rate; the outlook for IT capex looks solid.</li>
</ul>


We still see relatively healthy demand for Asian technology exports as a handover from consumer to enterprise IT spending extends the current tech cycle. 
Lead indicators such as Taiwan’s export orders show some slowing but to still-strong levels. This is despite a marked slowdown in orders from the Greater China region.
End demand indicators also support the positive outlook: US new orders for IT goods slowed from multi-year highs to a still-high run rate; the outlook for IT capex looks solid.


Asia Tech Exports: Slowing Momentum, but Underlying Demand Remains Resilient