Asia Insight

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

Blackfriars Asset Management

Asia Insight

January 2015

In this issue
  • Asia makes a solid start to 2015
  • Both funds traded XD on 2nd January
  • A tour of ASEAN, Indonesian rant
  • MSCI, China, VIEs and the Year of the Sheep
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Previous Asia Insight

Date
Features
December 2014
• 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
November 2014
• Snap elections in Japan
• China cuts interest rates
• ...as 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