Developing Markets Insight

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

Blackfriars Asset Management

Developing Markets Insight

November 2016

In this issue
  • Nervous negativity follows months of calm
  • Trump and Latin America
  • OPEC – smoke and mirrors
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Previous Developing Markets Insight

October 2016
• A range-bound month for developing markets
• Economic chaos in Venezuela
• South Africa - pressure mounts for Zuma
• Regional outlook
September 2016
• Market review
• Quantitative easing: lower for too long
• Oil: lower for longer?
• Vietnam - looking good
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