Asia Insight

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Blackfriars Asset Management

Asia Insight

August 2017

In this issue
  • Return concentration – very high
  • 2Q and 1H results, good growth
  • ASEAN infra on the up
  • India – revival in private sector CAPEX?
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Previous Asia Insight

July 2017
• E-bull market continues, growing concentration
• India – GST ‘neutral’ promise broken
• India & ASEAN – FDI potential
• 1H & 2Q results update
June 2017
• A comfortable end to a solid first half in the region
• China – A stands for Avalanche
• India – GST in place, just one of many positives
• ASEAN – lagged in first half, we retain the faith
May 2017
• 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
April 2017
• China tightens
• Indian housing, stepping up a gear
• ASEAN Infrastructure, Toyota’s Thai investment plans
• Samsung sets an example. Again