Asia Insight

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

Blackfriars Asset Management

Asia Insight

April 2015

In this issue
  • SOE default (but bank steps in)
  • SOE reform (but no job losses)
  • Is PBOC’s proposed PSL QE?
  • Margin lending off the charts
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Previous Asia Insight

March 2015
• Negative yields, QE and Deflation – some thoughts
• Asia – no QE here (save Japan)
• China to ease further, financials under spotlight
• Consumer stocks – signs of life
February 2015
• Japan – dividends galore
• Top Line Trouble
• How many central banks have cut rates in 2015?
• India – a solid budget and second rate cut this year
January 2015
• 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
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