Asia Insight

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

Blackfriars Asset Management

Asia Insight

May 2015

In this issue
  • Looking beyond China’s tier 1 cities
  • Growth drivers intact in the Phils
  • Malaysia’s 1MBD saga hiding opportunities
  • Indian rate cut, more cuts required
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Previous Asia Insight

April 2015
• SOE default (but bank steps in)
• SOE reform (but no job losses)
• Is PBOC’s proposed PSL QE?
• Margin lending off the charts
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