Asia Insight
Stay up-to-date with what’s happening in Asia
Blackfriars Asset Management
Asia Insight
February 2018
In this issue
- China - President (for life?) Xi
- India - figures on the up
- ASEAN - infrastructure spending - acronyms and growth all round
Previous Asia Insight
Date
Features
January2018
• China & Asia – solid trends in consumption
• India – pre election budget passes muster
• Portfolio highlights
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
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