Asia Insight

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

Blackfriars Asset Management

Asia Insight

June 2016

In this issue
  • Asia ex Japan equities glide through Brexit
  • Asian economies have limited exposure to UK trade
  • Chinese private sector CAPEX stagnates
  • Technical analysis – a buy signal for the region
Download (PDF)

Previous Asia Insight

May 2016
• 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
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