Asia Insight

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

Blackfriars Asset Management

Asia Insight

October 2015

In this issue
  • Markets rally from oversold lows
  • Korea finds a new religion
  • China - Sex in the City?
  • ASEAN infrastructure spending required
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Previous Asia Insight

September 2015
• India cuts rates and SLR
• Selective Stimulus in China
• Another solid month for regional funds
• Valuations remain attractive, outlook improving
August 2015
• 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
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