Asia Insight

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

Blackfriars Asset Management

Asia Insight

July 2015

In this issue
  • A difficult month for North Asia
  • 2Q results – the good, the bad and the ugly
  • Leverage – are developed market equities really “safer”?
  • Capital flows versus valuations
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Previous Asia Insight

June 2015
• BIS – straight talking
• China – another rate cut but why?
• India – signs of cyclical upturn
• China – marginal education
May 2015
• 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
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