Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

July 2017

In this issue
  • Positive mood in emerging markets continues
  • Tech and North Asia entering ‘bubble’ territory?
  • Pakistan market not yet living up to expectations
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Previous Developing Markets Insight

June 2017
• June trading days split equally between gains and losses
• Asia technology companies rallied while Russian rouble plunged
• Mexico – offer to take OHL Mexico private by its parent company beneficial
• Evidence suggests a softening in global growth momentum
May 2017
• Winning streak for emerging markets equities continues in May
• Pakistan re-enters the MSCI Emerging Markets index
• Greece slowly climbing out of ‘submerging developed’ and into ‘emerging’ status
April 2017
• April continues 2017 positive trend
• Pakistan scheduled for re-inclusion in EM benchmark
• China active in controlling property bubbles in Tiers 1 and 2
• Lower tier Chinese cities remain robust
March 2017
• China’s improving outlook
• On the road
• Comments on Vietnam, Sri Lanka and Philippines