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22 July 2013

Weekly investor research

22 July 2013

The past week saw a number of Emerging Markets announce fresh initiatives to boost infrastructure investment, doubtless prompted by the prospect of tougher financial conditions. This is exactly the right response, in our view. Mexico pushed forward the timeline for energy reform. China took another step towards interest rate liberalisation. Meanwhile, the global backdrop improved on the back of dovish comments from the US Fed, better manufacturing data, and hopes of reform in Japan following this weekend’s senate election.

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