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So which way will the PBOC move - ever more inflation bashing tightness? Yes for rhetoric, IMHO, but not by action.
(As suggested here a couple of weeks ago.)
(* Originally of manufacturing jobs going to China)
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Market ideas and general musing from "HedgeFundSpace." Sitting and investing in Asia, looking and commenting on markets and the world with some insight, some cynicism and, I hope, a bit of humour. No live portfolio positions will be discussed. (Please see Disclaimer at end.)
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