| * Kenyan president says Nairobi mall terrorists 'defeated' * Obama and Rouhani revive nuclear diplomacy * Dilma Rousseff attacks US spying at UN * Kazakh envoys in Rome accused of kidnap * Moscow prepares for derivatives rules push * Rosneft in $1.8bn Arctic gas deal * Christie's confident over first China mainland auction * John Paulson goes long on Puerto Rico * SocGen on the lookout for a partner in eastern Europe * China's BOC orders 25 Airbus A320 planes * China took a 12.5% stake in Russia's Uralkali * Markets: down a touch Kenyan president says Nairobi mall terrorists 'defeated' Uhuru Kenyatta, Kenya's president, said the terrorists had been "defeated", as he announced the end to the four-day siege of an upmarket Nairobi shopping mall that killed dozens of people. http://www.ft.com/intl/cms/s/0/ca1c271a-24f6-11e3-bcf7-00144feab7de.html#slide0 Obama and Rouhani revive nuclear diplomacy: The US president told the UN that there was "the basis for a meaningful agreement" with Iran. http://on.ft.com/16Fmk2A Dilma Rousseff attacks US spying at UN Brazil's President Dilma Rousseff took her campaign against US spying to the UN on Tuesday, opening the organisation's annual general assembly with a strong attack on foreign espionage using the internet. http://www.ft.com/intl/cms/s/0/177b707e-253d-11e3-9b22-00144feab7de.html Kazakh envoys in Rome accused of kidnap A daughter of Mukhtar Ablyazov, a Kazakh opposition activist, is to file a criminal complaint against three diplomats, accusing them of complicity in kidnapping his wife and six-year-old child in Italy. http://www.ft.com/intl/cms/s/0/019bb71c-2530-11e3-b349-00144feab7de.html Moscow prepares for derivatives rules push The Moscow Exchange is gearing up for an October launch of its off-exchange derivatives clearing business amid a wider implementation of toughened G20 rules governing the swaps market in Russia in coming months. http://www.ft.com/intl/cms/s/0/13597254-2540-11e3-9b22-00144feab7de.html Rosneft in $1.8bn Arctic gas deal Never mind the breathtaking debts Rosneft ran up buying TNK-BP this year, Russia's state oil company is still out on an asset shopping spree. In a deal announced on Tuesday Rosneft will splash out $1.8bn to acquire a large stake in a Russian gas producing venture from Enel, the financially troubled European utility. http://blogs.ft.com/beyond-brics/2013/09/24/rosneft-in-1-8bn-arctic-gas-deal/ Christie's confident over first China mainland auction Christie's, the auction house, has played down the possible impact of the Chinese economic slowdown and Beijing's austerity campaign on its first mainland auction, due to take place on Thursday. http://www.ft.com/intl/cms/s/0/838b1228-2502-11e3-bcf7-00144feab7de.html John Paulson goes long on Puerto Rico John Paulson, the hedge fund manager who came to prominence betting against the US housing market before its crash, has taken another contrarian position, with an investment in Puerto Rico that he says could be the first of several in the island. http://www.ft.com/intl/cms/s/0/e6d08616-2470-11e3-a8f7-00144feab7de.html SocGen on the lookout for a partner in eastern Europe Société Générale is looking for a partner in eastern Europe to accelerate its penetration of the region and to support the French bank's shift of focus, from repairing its balance sheet to achieving growth. http://www.ft.com/intl/cms/s/0/2b19dd60-251e-11e3-bcf7-00144feab7de.html "China's BOC Aviation has ordered 25 A320 jets from Airbus, a source with knowledge of the deal told Reuters on Wednesday." http://reut.rs/1bEBgFl "China took a 12.5% stake in Russia's Uralkali, moving to secure supplies of potash and casting doubt on whether a global pricing cartel for the fertilizer ingredient could be revived." http://on.wsj.com/1ffkgYE Emerging Markets MSCI Emerging Market Index down -0.38% at 1,007 Americas DJIA down -0.43% at 15,335 S&P 500 down -0.26% at 1,697 Bovespa down -0.31% at 54,431 Asia Nikkei 225 down -0.35% at 14,682 Topix down -0.36% at 1,211 Hang Seng up +0.13% at 23,210 Shanghai Composite up +0.27% at 2,213 MSCI Asia ex-Japan down -0.40% at 541.53 CNX Nifty up +0.12% at 5,900 Currencies €/$ 1.35 (1.35) $/¥ 98.70 (98.70) Commodities Brent Crude (ICE) up +0.18 at 108.82 Light Crude (Nymex) up +0.24 at 103.37 100 Oz Gold (Comex) unchanged 0.00 at 1,316 |