skip to main content
GUIDED SEARCH
China Monthly

Don't Be Afraid of Slower Growth; Be Very Afraid for China's Banks

Consensus Pares Its Growth Forecast: Nothing to See Here

Last month saw a flurry of forecast revisions for Chinese growth and inflation from investment banks and institutions, which pushed consensus closer to the call we made in January—and reiterated in March—that growth will be a bit more than 9% and inflation around 5% in 2011. In this piece, we stick with our view and explain why the current soft patch in Chinese growth is likely to be transitory.

How High Can RRRs Get?

The end of QE2 may give Chinese banks a breather from required reserve ratio (RRR) hikes, which are eating[...]

Access to this content is restricted to RGE clients.

If you have a client code, please enter it here to activate your client account.

Click here for a free trial.

Learn About Our Services:

RGE Research

Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.

Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:

• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio

RGE Strategy

Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.

Learn More »

RSS

RSS (Really Simple Syndication) feeds offer another way to consume roubini.com content. Subscribe to our feeds to get our latest headlines, summaries and links back to full Research pieces and Thoughts — updated throughout the day.