Asia Insight
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Blackfriars Asset Management
Asia Insight
July 2016
In this issue
- Asian Focus to merge into Oriental Focus
- Solid month for region and the Funds
- Yield curves and quantitative easing
- Solid 2Q results from portfolio holdings
Previous Asia Insight
Date
Features
June 2016
• 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
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
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