Asia Insight

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

Blackfriars Asset Management

Asia Insight

April 2016

In this issue
  • Sell in May?
  • Capex drought, low growth to persist
  • China’s latest credit boom
  • Mainly positive 1Q16 corporate results thus far
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Previous Asia Insight

March 2016
• Strong rally but is it sustainable?
• Oil prices leading equity markets
• Chinese banks – cracks appear
• A word from Warren
February 2016
• Indian budget - steady as she goes
• China credit growth - data dilemma
• Recent results
• Japan - NIRP backfires
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