Asia Insight

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

Blackfriars Asset Management

Asia Insight

May 2019

In this issue
  • Magical Modi
  • Terrible Trump
  • Chinese tourism
  • Valuation back to bottom of range
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Previous Asia Insight

April 2019
• A blessing
• Asia - slower growth & interest rates cuts
• China - decent domestic demand
• Trade - remain in the hands of the Donald
March 2019
• Quantitative tightening abandoned
• Sharp slow down in global trade
• Chinese data to improve in 2Q
• Thailand – farangs have left. A mistake
February 2019
• A passive path to China
• Results round up
• Fed dovish and stimulus to impact Chinese economy in 2Q subject to a trade deal
January 2019
• Deck chairs & the Greenspan Put
• Unctad warns on trade war
• China – bond defaults on the rise
• Asia remains underpinned by cheap valuations