Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

June 2016

In this issue
  • EM beats DM in H1
  • Brexit and Eastern Europe
  • Nigeria Devaluation
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Previous Developing Markets Insight

May 2016
• Upcoming election in Peru
• Compressed CDS in Peru suggests market equanimity
• New debt relief for Greece
• More than just 'kicking the can' for Greek debt?
April 2016
• Calm April following March jump
• Brazil's continuing soap opera
• EMEA markets continue to outperform
• US dollar weakness boosts EM
March 2016
• Lack of global growth
• Renminbi's 'massive' fall
• Currency stabilisation in Indonesia
• Brazilian political drama
February 2016
• GEM outflows, contrary indicator?
• Selected companies still prospering