Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

September 2016

In this issue
  • Market review
  • Quantitative easing: lower for too long
  • Oil: lower for longer?
  • Vietnam - looking good
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Previous Developing Markets Insight

August 2016
• Oil price outlook
• Brazilian politics
• Argentinian yield
July 2016
• Markets recover from Brexit shock
• Effects of failed coup in Turkey
• Cabinet reshuffle for Indonesia's Joko Widodo
June 2016
• EM beats DM in H1
• Brexit and Eastern Europe
• Nigeria Devaluation
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?