Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

February 2017

In this issue
  • GEM equities build on positive start to the year
  • Asia excels, with Latin America close behind
  • Trump's first 100 days
  • Re-Polonisation
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Previous Developing Markets Insight

January 2017
• GEM equities start the year well
• Strong month for Lat Am and Asia
• Asian exports stage solid recovery
• World trade firing on all cylinders?
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