Asia Insight

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Blackfriars Asset Management

Asia Insight

March 2017

In this issue
  • Sri Lanka – visit soon, beat the rush
  • Global trade – momentum continues to improve
  • Super results and upbeat commentary from holdings Minth and Samsonite
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Previous Asia Insight

Date
Features
February 2017
• The visible hand and Chinese financials
• Good results across ASEAN
• Waiting for the Fed again
January 2017
• Bright start in 2017 in Asian markets
• Oil – downward pressure ahead
• India – good pro-growth, pro-business budget
• Trumponomics remains an unknown
December 2016
• Asia – a weak finish after a strong six months
• Trumped or self-inflicted?
• Trump’s infrastructure spending plan in perspective
• Following the recent setback, valuations are very attractive
November 2016
• Trump victory knocks Asia
• More Modi Magic
• ETFs – a sad story
• Recent results and announcement