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Update Alerts

Inflation and growth suggest further tightening

15 April 2011

China's inflation rate in March, coupled with a rebound in M2 money supply and a fairly robust Q1 GDP growth rate suggest further policy tightening in Q2 this year, coupled with redoubled official scrutiny toward the property market. We think that a further hike in interest rates is possible (CC Apr 7, Macro View ) and another increase in the bank required reserve ratio is likely.

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CHINA CONFIDENTIAL FUNDS

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