Asia Insight

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

Blackfriars Asset Management

Asia Insight

November 2015

In this issue
  • The Chinese ride to Najib’s rescue
  • Steel yourself for some NPLs
  • Infrastructure on the up across ASEAN & India
  • The Economist rings the bell again?
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Previous Asia Insight

October 2015
• Markets rally from oversold lows
• Korea finds a new religion
• China - Sex in the City?
• ASEAN infrastructure spending required
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