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Examining China: Monetary Policy, Inflation Potential and the Organization of the Monetary System under a Fixed Exchange Rate System

May 06, 2011

The fixed exchange rate fueled a tremendous expansion of the Chinese economy. This is one scenario where monetary policy has a positive effect on the economy and market valuations. The Chinese were smart enough to seize the opportunity and thus have reaped the benefits.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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