That’s certainly what Standard Chartered thinks.

In a research note published on Thursday morning, the emerging market specialist says that M2 money supply growth has come off its first-half of 2009 highs — with one major exception: China.

Related links:
China PBOC: To properly manage credit, money supply growth – WSJ
The confusing connection between M2 and inflation – Seeking Alpha
No news is good news from the FOMC – Barron’s

This entry was posted by Tracy Alloway on Thursday, December 17th, 2009 at 9:35 and is filed under Capital markets. Tagged with china, currencies, Dollar, inflation, interest rates, Money supply, quantitative easing. Edit this entry.