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Signs of growth in Mexico as US political noise returns

Weekly investor research

30 September 2013

China bears fear over-investment more than anything else. But China’s statistics systematically overstate investment and understate consumption. Once suitable adjustments are made China’s economy looks more balanced. High frequency data begins to turn positive in Mexico as key political battles over reforms draw closer. Meanwhile, across the border in the United States the White House and Congress are once again holding the world’s capital markets hostage to short-term political considerations over the funding of government and raising the debt ceiling. Politics briefly looked better in Europe until tensions re-surfaced in Italy, also over fiscal matters.

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