Developing Markets Insight

Stay up-to-date with what’s happening in developing markets

Blackfriars Asset Management

Developing Markets Insight

January 2017

In this issue
  • GEM equities start the year well
  • Strong month for Lat Am and Asia
  • Asian exports stage solid recovery
  • World trade firing on all cylinders?
Download (PDF)

Previous Developing Markets Insight

December 2016
• Market review
• Fed finally delivers rate rise
• The year ahead
November 2016
• Nervous negativity follows months of calm
• Trump and Latin America
• OPEC – smoke and mirrors
October 2016
• A range-bound month for developing markets
• Economic chaos in Venezuela
• South Africa - pressure mounts for Zuma
• Regional outlook
September 2016
• Market review
• Quantitative easing: lower for too long
• Oil: lower for longer?
• Vietnam - looking good