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Mexico's energy reform, India's election shocker, Turkey's current account, and monetary policy tightening in China

Weekly investor research

16 December 2013

Mexico passed the energy reform with overwhelming support, while the outcome of local elections in India gives rise to optimism about reforms after the general election next year. Turkey’s current account is on track for material improvement, while China’s authorities continue to steadily prepare their economy for tighter financial conditions. We also provide an update of the state of deleveraging in the US and review industrial production in Europe and the state of play in Japan.

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