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EZA943/16April 2010: Improving background for economic reforms after regional elections
Asset conclusion: political calm in the coming two to three years will offer an unprecedented window of opportunity for business friendly reforms, hence positive for stocks and bond spreads.
Please see the attached briefing note from the EZA team; simply read onscreen or print and read at your convenience
Discussion Partners
Dr Michael Clauss: Politics / Economy / Equities Sectoral Analysis
Tel: +49 89 64254046
michael.clauss@eurozoneadvisors.com
John Arrowsmith: ECB / Regulatory
Tel: +44 7720 59 1726
john.arrowsmith@eurozoneadvisors.com