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Update Alerts

Inflation ebbs, significant liquidity easing seen

09 November 2011

Inflationary pressures eased in October, with the Consumer Price Index (CPI) showing a 5.5% YoY increase, down from a 6.1% YoY rise in September and the Producer Price Index (PPI) posting a 5% YoY rise against a 6.5% YoY increase in September. The numbers are in line with expectations (CC Nov 3 Macro View ) and reinforce our call that significant liquidity easing is likely in the coming few months.

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CHINA CONFIDENTIAL FUNDS

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