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Tuesday, November 23, 2010

China Set to Continue Raising Rates: Experts

Published: Monday, 22 Nov 2010 2:55 AM ET
By: CNBC.com With Reuters

China is expected to to continue its tightening stance in the next few months as it aims to tame rising price pressures in the country, various analysts told CNBC on Monday.

Beijing will likely hike interest rates by 50 basis points and banks' reserve requirement ratio (RRR) by 75 basis points before the Lunar New Year in February 2011, Luca Silipo, chief economist at Natixis told the network.

On Friday, China's central bank raised the RRR by half a point to a record high of 18.5 percent — a move that weighed on the Hang Seng and Shanghai Composite on Monday.

"We can understand the worries of residents about the relatively quick rise in food prices and other daily necessities," according to a statement released Monday by the National Development and Reform Commission, China's economic planning agency. "But we also have the confidence to say that our country has the capacity and conditions to keep overall prices at a stable level."

The statement was released as the Chinese government gave more details on its measures to contain inflation, including scrapping road tolls for vehicles carrying fresh produce.

"It's actually a smart move. A lot of people in China are still too unbearably poor...It's smart to put a short-term price cap on food so these people can eat," said Shaun Rein, MD of China Market Research Group, adding that the measures are temporary and will likely last one to two months.

Food is currently the primary concern of policymakers, as the price of food has risen 10.1 percent in the year to October.

Strengthening the Yuan

China should consider widening the yuan's trading band and quicken the pace of currency reform to help tame imported inflation, Li Daokui, a central bank adviser said in published remarks on Monday.

However, an analyst highlighted that the U.S. Federal Reserve's quantitative easing plan would work against a stronger yuan.

"Bernanke is enabling America's addiction to debt and is also making it difficult for the Chinese to appreciate the renminbi. They're going to continue to appreciate, but I think it's not going to be as fast now because of Bernanke," Rein said.

(Source: CNBC: Reuters contributed to this report)

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