Asia Insight

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

Blackfriars Asset Management

Asia Insight

March 2018

In this issue
  • Market review
  • Politics in Peru
  • Pakistan update
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Previous Asia Insight

Date
Features
February 2018
• China - President (for life?) Xi
• India - figures on the up
• ASEAN - infrastructure spending - acronyms and growth all round
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