GF 323

CONFIDENTIAL

China's Inflation

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CRC INF 4/93

(CEC 2/93)

(1)

(2)

(3)

2.9% recorded

Summary

China's inflation rate, measured in terms of the

General Retail Price Index, was 5.4% in 1992. This

represented a significant acceleration from 2.1% and

in the preceding two years. In the

first quarter of 1993, it accelerated further to

8.6%. Inflation was much higher in the major cities

than in the rural areas. The trend of accelerating

inflation was causing much

leaders (paragraphs 3 to 5).

concern to the Chinese

A major contributory factor was the strong expansion in China's domestic demand, especially fixed asset

investment.

This excess demand was being

accommodated by the loose

monetary and credit conditions prevailing during 1992. Aggravating the

inflationary pressures were deficiencies in a number of major supply sectors, including notably energy, transportation and a variety of key raw materials.

The prices of many key materials recorded sharp

increases (paragraphs 6 to 13).

The

I.

Chinese government has been stressing the greater use of macroeconomic policy tools, rather than direct

administrative measures, in its approach to combat

inflation. A study of the possible fiscal and

monetary measures indicates that most of them are not very practicable under China's present circumstances and that credit control still appears to be the more

alternative. However, as the People's Bank

reliable

CONFIDENTIAL

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