Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

September 2017

In this issue
  • End of winning streak for GEM equities
  • Semi-conductor companies lead Technology strength
  • Kurdistan holds referendum on independence from Iraq
  • Government debt casts doubt over Trump’s proposed tax cuts
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Previous Developing Markets Insight

August 2017
• Positive momentum continues in August
• US sees positive 2Q DGP numbers but distress in auto loans market
• Chinese 1H results better than expected
• Market not currently factoring in negative outcomes in North Korea
July 2017
• Positive mood in emerging markets continues
• Tech and North Asia entering ‘bubble’ territory?
• Pakistan market not yet living up to expectations
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