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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[...]

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