For more information please contact us
ashmail [at] ashmoregroup [dot] com (Email Ashmore)
The road less travelled
Weekly investor research
26 August 2014
Global politics is becoming more confrontational with significant potential implications for investors in Emerging Markets as
developed countries are pursuing policies that serve their own self-interest. Further developments in the Argentinean bond
saga were announced last week and Argentina now stands at an important cross roads. Political announcements make the
news in Turkey. Russia and Ukraine see continued tensions but these are now accompanied by noteworthy diplomatic efforts.
Softer data in China should not be a cause for concern. Brazilian election news gets interesting after a recent poll and South
Africa’s financial system shows resilience.