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

Can Asia Withstand Growing Financial Stresses?

How Will Asian Economies Fare as Exports Weaken?

Peak Asian Inflation Is In Sight but Rates Will Continue Trending Higher

DXY: Dollar Strength May Have Peaked But This Is Not The End of It

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>The Fed is expecting a terminal rate of 4.6% in 2023, which suggests that it is willing to risk over-tightening. Near-term, that has two implications for Asia.</li>
<li>Dollar strength will persist beyond what we had expected, with added strains on Asian currencies and on central banks to raise rates more aggressively.</li>
<li>That policy tightening will translate into a higher cost of capital that will weigh on US capital spending, and therefore on demand for Asian exports. </li>
</ul>


The Fed is expecting a terminal rate of 4.6% in 2023, which suggests that it is willing to risk over-tightening. Near-term, that has two implications for Asia.
Dollar strength will persist beyond what we had expected, with added strains on Asian currencies and on central banks to raise rates more aggressively.
That policy tightening will translate into a higher cost of capital that will weigh on US capital spending, and therefore on demand for Asian exports. 


US Inflation and Asia: A Regime Change in Asset Pricing Looms Large Amid Higher-For-Longer Yields