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private sources are that the CPG, on the public record, inevitably, must attack this year's Policy Address in robust language. But the CPG's internal assessment will be more measured, with some recognition that I indulged in no polemics and emphasised the positive side of the China relationship.

10.

Those in the know on the stockmarket appear to be betting on a balanced CPG judgement. During this week, the market has risen by 4.75 percent to 8041 at yesterday's close. During the course of my speech alone, it rose by 80 points. This has also spiked the guns of the Cassandras in the business community.

11.

So far, so good; but choppy waters

no doubt ahead.

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