Asia Insight

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

Blackfriars Asset Management

Asia Insight

August 2015

In this issue
  • Another tricky month for Asia, GEM & Developed equities
  • RMB “devaluation” – no Soros moment but domestic liquidity implications
  • Region at 1.3x book value – a money making proposition every time in past thirty years
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Previous Asia Insight

July 2015
• 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
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