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China inflation falls to 5-year lows – TradeTheNews

FXStreet (Barcelona) - The TradeTheNews Team comments that the biggest drop in Chinese CPI has boosted the Shanghai Composite as expectations of further easing by the PBoC rise.

Key Quotes

“Renewed uncertainty regarding the impact of a potential Grexit has wounded risk-on sentiment, translating into losses in US indices as well as most of the Asia region.”

“Shanghai Composite is the standout performer, but only because a 5-year low in CPI and the biggest drop since 2009 in PPI has further stoked expectations of continued easing by the PBoC.”

“China Stats Bureau noted the decline in CPI is mainly due to lower food prices, however food CPI y/y was still up 1.1%, while non-food was up a meager 0.6%.”

“Following the inflation figures, ANZ economists said PBoC is now likely to lower deposit rates by another 25bps in Q1, followed by RRR cut of 50bps in Q2.”

“Earlier, Chinese press report citing State Information Center think tank forecasted 2015 GDP at 7.1%, down from 7.4% in 2014.”

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