Asia Insight

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

Blackfriars Asset Management

Asia Insight

December 2017

In this issue
  • Strong finish to 2017, Asian outperformance to continue
  • In which sectors are insiders selling?
  • In which sector are insiders buying?
  • When/if active managers are no longer forced sellers?
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Previous Asia Insight

November 2017
• Modi cleans up
• India – housing construction to take off
• A cheap way to play Indian consumption
October 2017
• Federal Reserve – another dove
• China – the all-powerful Xi Jinping
• India – PSU banks recapitalisation is a big deal
September 2017
• US – a well signalled end of quantitative easing
• Chinese genie vs pro-active People’s Bank of China
• ASEAN – plenty of drivers for growth
August 2017
• Return concentration – very high
• 2Q and 1H results, good growth
• ASEAN infra on the up
• India – revival in private sector CAPEX?