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

Indonesia: Policy Twists and Turns Will Hurt Investment Climate

The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement

EM Currencies Under Pressure – IDR Could Be The Next To Crack

Indonesia: Fiscal Dynamics On A Solid Footing

Indonesia: Questioning the Bull Scenario in 2022

Indonesia: Goldilocks Economy and Currency; BI To Stand Pat As Animal Spirits Return

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 believe Bank Indonesia’s tightening cycle will only commence in 2H22 so long as i) inflation is under control and ii) the IDR does not buckle under pressure.</li>
<li>The economic outlook looks more promising. The unwinding of COVID-19 restrictions is likely to provide a fillip to the tourism earnings, which in turn will support the IDR. </li>
<li>We now pencil in 3 x 25bps rate hikes (as opposed to just 2 x 25bps), given the Fed’s now more aggressive tightening stance.</li>
</ul>


We believe Bank Indonesia’s tightening cycle will only commence in 2H22 so long as i) inflation is under control and ii) the IDR does not buckle under pressure.
The economic outlook looks more promising. The unwinding of COVID-19 restrictions is likely to provide a fillip to the tourism earnings, which in turn will support the IDR. 
We now pencil in 3 x 25bps rate hikes (as opposed to just 2 x 25bps), given the Fed’s now more aggressive tightening stance.


Commodity Windfall Allows Bank Indonesia To Tighten Policy On Its Own Terms