Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

December 2017

In this issue
  • A golden year for GEM
  • A Greek revival
  • Latin America's largest to chose new leaders
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Previous Developing Markets Insight

Date
Features
November 2017
• 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
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