Asia Insight

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

Blackfriars Asset Management

Asia Insight

February 2017

In this issue
  • The visible hand and Chinese financials
  • Good results across ASEAN
  • Waiting for the Fed again
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Previous Asia Insight

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
October 2016
• US elections - be careful what you wish for?
• Thai consumption discouraged during mourning period
• News from our recent trip to Asia
• Regional outlook