Asia Insight

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

Blackfriars Asset Management

Asia Insight

December 2016

In this issue
  • Asia – a weak finish after a strong six months
  • Trumped or self-inflicted?
  • Trump’s infrastructure spending plan in perspective
  • Following the recent setback, valuations are very attractive
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Previous Asia Insight

November 2016
• Trump victory knocks Asia
• More Modi Magic
• ETFs – a sad story
• Recent results and announcement
October 2016
• US elections - be careful what you wish for?
• Thai consumption discouraged during mourning period
• News from our recent trip to Asia
• Regional outlook
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