My comment: Today, two indicators show that this phase of the crisis
is over and we are clearly in the third phase of the U.

First of all, demand of credit rose to record again in March (1). China
´s economy is getting pace.

Secondly, foreign reserves rose up to $1.95 trillion, record again.
That is good, that it also pushes inflation.

I cannot deny that they are good news. But they are not news for
celebrations, rather they must make us think in the next phase of this
crisis and prepare it carefully.

Yes, China´s economy is getting pace. It should make us think that we
should not force that pace to grow faster than its natural pace. Now,
it is time to move slowly behind the curve and to let economy to grow
by its own forces. Hyperinflation will threat us within one year more
or less. If we overheat economy now, we will not be able to avoid the
hyperinflationary phase and it will beat us hard. In my opinion, the
PBoC should monitor liquity next months more than ever, we will pay
hard any excess.

Peace and best wishes.

Xi

(1) China Loans, Money Supply Jump to Records on Stimulus
http://www.bloomberg.com/apps/news?pid=20601087&sid=aLyeIFnC8X1U&refer=home

China's bank credit hits record high in first quarter
http://news.xinhuanet.com/english/2009-04/11/content_11169538.htm

(2) China's foreign reserves hit $1.95 trillion at end of March
 http://news.xinhuanet.com/english/2009-04/11/content_11167852.htm


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