Asia Insight

Stay up-to-date with what’s happening in Asia

Blackfriars Asset Management

Asia Insight

November 2017

In this issue
  • Modi cleans up
  • India – housing construction to take off
  • A cheap way to play Indian consumption
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Previous Asia Insight

Date
Features
October 2017
• Federal Reserve – another dove
• China – the all-powerful Xi Jinping
• India – PSU banks recapitalisation is a big deal
September 2017
• US – a well signalled end of quantitative easing
• Chinese genie vs pro-active People’s Bank of China
• ASEAN – plenty of drivers for growth
August 2017
• Return concentration – very high
• 2Q and 1H results, good growth
• ASEAN infra on the up
• India – revival in private sector CAPEX?
July 2017
• E-bull market continues, growing concentration
• India – GST ‘neutral’ promise broken
• India & ASEAN – FDI potential
• 1H & 2Q results update