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GLOBAL ECONOMY-Asian powers guard against inflows after IMF

Published 10/11/2010, 04:00 PM

* China raises reserve requirements for six banks

* Thailand considers tax on bonds

* G20 host S.Korea warns of protectionism without FX deal

* ECB urges cooperation; PBOC chief counsels patience

(Adds remarks from PBOC's Zhou, Fed's Yellen)

BEIJING/NEW YORK, Oct 11 (Reuters) - Asian authorities anxious about currency appreciation moved to stem foreign capital inflows on Monday while a European official stepped up rhetoric about a strong euro after IMF meetings failed to defuse tensions about exchange rates.

China temporarily raised reserve requirements for six large commercial banks, four sources told Reuters, a surprise move aimed at draining cash from the economy.[ID:nTOE69A03Y]

Thailand, also on edge about a rapidly rising currency that has alarmed exporters, said it may impose a tax on foreigners' bond purchases. [ID:nSGE69A03X]

With interest rates in the developed world at record lows, investors have poured money into higher-yielding emerging market assets, driving up local currencies in the process.

Governments, afraid that rising exchange rates will hurt exports and stunt economic growth, have tried to limit currency appreciation, sparking fears of a "race to the bottom" that may trigger trade tariffs and a sharp decline in global growth.

"If each country insists on its own interest during the recovery phase, it will bring about trade protectionism and will cause the world economy very big problems," South Korean President Lee Myung-bak told foreign journalists during a lunch meeting at his residence. [ID:nTOE69A02K]

World finance leaders made no headway on currency disputes at a weekend International Monetary Fund meeting, and Lee urged an agreement before his country hosts a G20 summit next month.

HOT MONEY

But China's central bank governor said Monday it will take time to correct the uneven pattern of global growth that has contributed to exchange rate tensions, warning that attempts at a quick fix could create more problems.

"People may not have that kind of patience, so they would like to see a quick changes in the balance, but it may cause a kind of overshooting," Zhou Xiaochuan said during a discussion with other central bank governors at the National Press Club. [ID:nWEN1011]

U.S. and European officials hold that limiting emerging market currency gains is the main cause of imbalances and has urged China in particular to let its yuan rise more rapidly.

Analysts said China's reserve requirement hike should be seen as an attempt to slow massive foreign capital inflows rather than a prelude to tighter monetary policy.

"Hot money inflows have been rising. But I don't think this is a tightening move. It's just part of liquidity management," said Qing Wang, chief China economist at Morgan Stanley.

The move comes weeks ahead of a Federal Reserve policy meeting at which markets expect the U.S. central bank to begin a second round of quantitative easing, which would heap even more downward pressure on the U.S. dollar and send more money into developing economies, including China and Thailand.

Thai Deputy Finance Minister Pradit Phataraprasit told reporters the Cabinet may consider a bond tax on Tuesday, though he would not comment on local reports of a possible 15 percent withholding tax on capital gains on government bonds.

While the Fed is widely expected to start printing money again in November to jump-start a faltering recovery, Vice Chairwoman Janet Yellen does appear aware of the risks.

"It is conceivable that accommodative monetary policy could provide tinder for a buildup of leverage and excessive risk-taking in the financial system," she said on Monday. [ID:NLLBLE6JJ] ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Trade weighted currencies graphic: http://r.reuters.com/qun86p Currency tensions interactive map: http://r.reuters.com/jec96p For PDF report "On the frontline of the global currency war": http://r.reuters.com/gez77p ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

ECB ON EDGE

Latin American governments, most notably Brazil, have also acted to curb hot money inflows while Japan has intervened to weaken the yen and is threatening to do so again.

That has increased flows into the euro, which rose above $1.40 last week, and sparked concern among European Central Bank officials.

Guy Quaden, head of Belgium's central bank, said global cooperation was needed to avoid "brutal" exchange rate volatility, reviving one of the strongest terms that ECB officials have used to show displeasure with currencies. [ID:nLDE69A0BZ]

ECB President Jean-Claude Trichet last described exchange rate moves as "brutal" in late 2007, when the euro traded at a then record high. But it had little effect -- the single currency kept rising in 2008, peaking above $1.60.

But because the ECB, unlike the Fed or Bank of Japan, is not expected to ease policy further, efforts to talk down the euro look destined to fail.

(Writing by Mike Peacock and Steven C. Johnson; Editing by Chizu Nomiyama)

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