| * Peña Nieto promises to transform Mexico despite protests * Global optimism boosts Asian markets * Indonesia trade deficit hits $2.3bn as inflation soars * India's exporters weigh benefits of rupee fall * Oil hit by falling Libyan output * S Africa seeks global action to tackle emerging markets turmoil * Brazil and Mexico: trading places? Markets: Peña Nieto promises to transform Mexico despite protests
Enrique Peña Nieto, Mexico's president, vowed to push ahead with "transformational" reforms in education, energy, finance and taxation in his maiden state of the nation speech delivered against a backdrop of mass teacher protests.
http://on.ft.com/1aeCx6b Global optimism boosts Asian markets
Shares across Asia rose after economic data out of Europe and China bolstered optimism over the global economy.
http://on.ft.com/14Uk9eF Indonesia trade deficit hits $2.3bn as inflation soars
The gloom surrounding Indonesia continued to deepen on Monday after southeast Asia's biggest economy posted a record monthly trade deficit and inflation climbed to a four-year high.
http://on.ft.com/134c5qm India's exporters weigh benefits of rupee fall
As Prime Minister Manmohan Singh wearily defended his response to India's growing currency crisis last Friday, he had the look of a man desperate for sight of a silver lining.
http://on.ft.com/19cpRrX Oil hit by falling Libyan output
While Syria may have stolen the headlines in the oil market last week, oil traders and refiners are paying closer attention to Libya. The north African country has seen oil output slashed from around 1.4m barrels a day to around 250,000, as ports and oilfields have been closed by striking workers and militias.
http://on.ft.com/19bJErv S Africa seeks global action to tackle emerging markets turmoil
South Africa has called for more collective international action to tackle the turmoil afflicting emerging market currencies as leaders of the world's leading economies prepare to gather at the G20 summit this week.
http://on.ft.com/14dPXMQ Brazil and Mexico: trading places?
Brazil's PMI numbers for August are out and they offer little comfort for those hoping that the real's plunge against the dollar would give a boost to the country's manufacturing sector.
http://on.ft.com/1e80N9f Emerging Markets
MSCI Emerging Market Index up +0.37% at 941.78 Americas
DJIA down -0.21% at 14,810
S&P 500 down -0.32% at 1,633
Bovespa up +3.65% at 51,835 Asia
Nikkei 225 up +2.65% at 13,933
Topix up +2.50% at 1,146
Hang Seng up +1.06% at 22,410
Shanghai Composite up +0.50% at 2,109
MSCI Asia ex-Japan up +0.66% at 516.18
CNX Nifty down -0.73% at 5,510 Currencies
€/$ 1.32 (1.32)
$/¥ 99.45 (99.29) Commodities
Brent Crude (ICE) down -0.15 at 114.18
Light Crude (Nymex) down -1.03 at 106.62
100 Oz Gold (Comex) down -2.80 at 1,393 | 
