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Blackfriars Asset Management
- Asia ex trades at 1.2x PBR for the fourth time in 20 years
- Except for China, global emerging markets leverage very low
- Titbits on US corporate leverage and huge intangibles on balance sheet
- Asia trades at huge and unjustified discount to MSCI World and MSCI US
Previous Asia Insight
understood the important information
Blackfriars Asset Management Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom and is also a registered investment adviser with the United States Securities and Exchange Commission under the Investment Advisers Act of 1940.
Our registered address is 9 Cloak Lane, London, EC4R 2RU, United Kingdom.
Blackfriars does not manage money for retail clients. Professional Clients may access Blackfriars’s expertise through a range of regulated and unregulated funds.