Asia Insight

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Blackfriars Asset Management

Asia Insight

February 2016

In this issue
  • Indian budget - steady as she goes
  • China credit growth - data dilemma
  • Recent results
  • Japan - NIRP backfires
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Previous Asia Insight

January 2016
• Grim start to 2016 as deflationary forces roll on
• Bank of Japan goes negative, more QE ahead
• China and dodgy data
• Fantastic Phils
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