Asia Insight

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

Blackfriars Asset Management

Asia Insight

October 2016

In this issue
  • US elections - be careful what you wish for?
  • Thai consumption discouraged during mourning period
  • News from our recent trip to Asia
  • Regional outlook
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Previous Asia Insight

Date
Features
September 2016
• Good or bad growth?
• China & India banks - right or wrong
• Bullish ASEAN infra News
• Seasonal headwinds over?
August 2016
• Chinese Equities lead region higher
• 1H/2Q results exceed expectations
• Philippines – fantastic 2Q GDP, fanatic in charge?
• Thailand – endorsement of constitution a positive
July 2016
• 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
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