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  • Mexico – Not quite there yet - Updated Tue February 4, 2014

    The approved energy reform is expected to have a significant impact on long-term growth • In the short term, growth remains soft; we revise lower our 2014 GDP forecast to 3.0% from 3.8% prior • Moderate growth and contained core inflation will l...

  • Mexico – Another cut is on the cards - Updated Fri May 31, 2013

    Our MFCI shows how much tighter conditions are since Q2-2012, mainly on the stronger MXN • Banxico cut rates in April to curb MXN appreciation, and we think it will cut again • Lower rates make sense both because of vast global liquidity, and weak...

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Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.