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12 March 2011


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Chris Moye

I suppose the key test of whether or not current economic growth is sustainable in the long-term will be down to whether or not Government intervention to boost domestic demand in the short term has picked the winners that will ensure growth in the long-term. And we will only know that by studying the indicators over a longer period. Still - it does seem like the Chinese government is gambling on domestic led growth.

Intrinsic Value

Inflation is a problem worldwide, but Food inflation would have a greater impact on the developing markets. For example United States only spends on average 10% of income on food, while a developing country like China spends almost 40%. I'd be watching this space closely going forward.


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John Ross

  • Is Senior Fellow at Chongyang Institute for Financial Studies, Renmin University of China

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