Asia Insight

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

Blackfriars Asset Management

Asia Insight

May 2017

In this issue
  • Strong run in regional markets continues
  • Inter-regional trade – the US becoming a marginal export market?
  • Moody’s China downgrade perplexing
  • Seasonal patterns may come into play but long term outlook bright
Download (PDF)

Previous Asia Insight

April 2017
• China tightens
• Indian housing, stepping up a gear
• ASEAN Infrastructure, Toyota’s Thai investment plans
• Samsung sets an example. Again
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