2011: Chinese inflation out of control, domestic demand to be hammered

Consensus said:

Chinese economy to soft-land (growth 9-10%)

We said:

China’s overheated economy risks a slump. Chinese policy makers have to slam on the brakes if they want to prevent accelerating inflation. (LSR View 26th January 2011)

Outcome:

GDP growth slows through 2011. Q42011 GDP slowest for 2.5 years, Q12012 GDP slowest for 3 years. Shanghai Composite Index down 20%.

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