Asia Insight

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

Blackfriars Asset Management

Asia Insight

April 2017

In this issue
  • China tightens
  • Indian housing, stepping up a gear
  • ASEAN Infrastructure, Toyota’s Thai investment plans
  • Samsung sets an example. Again
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Previous Asia Insight

March 2017
• Sri Lanka – visit soon, beat the rush
• Global trade – momentum continues to improve
• Super results and upbeat commentary from holdings Minth and Samsonite
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