The BRICs, especially China, are sowing the seeds of global inflation through three major channels:
1. The empowering of middle class consumption through rapid increases in personal incomes and credit.
2. Spending the surpluses that have been accumulating.
3. China's demand for commodities is straining supply chains and running into resource constraints. What we call China Risk focuses on the implications of these developments for prices and markets.
Inflation will trigger...
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