Asia Insight

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

Blackfriars Asset Management

Asia Insight

December 2014

In this issue
  • Asia ex Japan completes competitive year, not so Japan and others
  • Chinese GDP growth will continue to struggle
  • Chinese consumption, however, will rock on
  • Collapse in commodities is a huge transfer of wealth to Asia
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Previous Asia Insight

November 2014
• Snap elections in Japan
• China cuts interest rates
• Accounts Receivable balloon
• Oil – Chinese demand on the up!
October 2014
• 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
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