Asia Insight

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

Blackfriars Asset Management

Asia Insight


In this issue
  • China & Asia – solid trends in consumption
  • India – pre election budget passes muster
  • Portfolio highlights
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Previous Asia Insight

December 2017
• 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?
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