Asia Insight

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

Blackfriars Asset Management

Asia Insight

January 2016

In this issue
  • Grim start to 2016 as deflationary forces roll on
  • Bank of Japan goes negative, more QE ahead
  • China and dodgy data
  • Fantastic Phils
Download (PDF)

Previous Asia Insight

December 2015
• An indifferent end to an indifferent year
• Chinese MoF gets explicit with WMPs
• Will the Fed join the ECB, the RBA, Norway, Sweden?
• Asian valuations on the side of the patient investor
November 2015
• 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?
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