Asia Insight

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

Blackfriars Asset Management

Asia Insight

May 2016

In this issue
  • Dirty Harry comes up trumps
  • He inherits Asia's best performing economy
  • India - good GDP number but CAPEX weak
  • Weak economic data across rest of region
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Previous Asia Insight

April 2016
• Sell in May?
• Capex drought, low growth to persist
• China’s latest credit boom
• Mainly positive 1Q16 corporate results thus far
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