China | We’re still largely sanguine on price pressures

Large price increases for commodities and China’s heavy industry output continue to worry businesses, markets, and policymakers. If these price increases are sustained, it could lead to substantial consumer price inflation and thus force the PBoC to tighten monetary policy prematurely. Other concerns are that profitability in downstream sectors could get squeezed excessively, while some worry that the price pressure may spill over into prices for exports, potentially leading China to “export” its inflation.

Download this report to find out:

• What’s driving prices higher?
• What measures did China introduce to rein in prices for commodities and in heavy industry, and will they work?
• Will China export its inflation?
• Our latest China CPI and PPI forecasts.