Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

November 2017

In this issue
  • Relatively calm month for Global Emerging Equities
  • Poland: the best of both worlds, for now
  • China’s influence in East Asia
  • Managers’ visit to Macau reveals intriguing mix of the old and the new
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Previous Developing Markets Insight

October 2017
• Reappearance of positive returns after September’s small dip
• Argentinian elections gauge Macri's popularity
• Turkey continues to be at the mercy of global portfolio flows
September 2017
• 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
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