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VCSC Daily - Liquidity tensions, margin black-list and Ponzi scandal mark tumultuous week

Market Commentary

15 Oct 2011

We believe liquidity tensions on the interbank market, the margin black-list and the ponzi scandal put significant strain on the market. We will watch the macro environment closely especially October CPI numbers. Although we expect further deceleration in the CPI from September’s 0.82%, whether this is enough to convince investors to return the market remains to be seen.

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