Asia Insight

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

Blackfriars Asset Management

Asia Insight

October 2014

In this issue
  • Shock and Awe from Kuroda
  • Japanese corporate earnings set to soar
  • Weaker Yen just more bad news for Korea
  • Top line growth moderates but steady results announced
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Previous Asia Insight

September 2014
• A strong relative month for the regional funds
• The Korean discount reaffirmed while inventories pile up
• Chinese Tier-3 city property surplus, WMPs and David’s opinion
• Fall in commodity prices a boon for the Asian consumer
August 2014
• A good month for the funds, Thailand the key
• Global Growth - where has it gone?
• Leverage issues in China and India
• Steady 1H/2Q results season
July 2014
• China pump priming powers market
• Reversal of traders rally likely
• 2Q results - so far so good
• Jokowi wins in Indo
June 2014
• BDT to Blackfriars - effective 14th July