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Ideas
May 10 Euroland's Secondary Depression - by Charles Gave
May 08 Will India Be The Next China? - by Will Freeman
May 03 How To Deal With Bad Bubbles - by Charles Gave
Apr 30 US Corporate Profits: On The Roof Or In The Stratosphere? - by Will and Warwick
Apr 27 Chinese Equities: Value Does Matter! - by Warwick Simons
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Tools
May 11 When in Fog, Check Your Instruments - By Pierre Gave
May 04 Growth & Markets Monthly
May 03 [DG] China Macro Chartbook - Touching Bottom - by Janet Zhang
Apr 23 The GK Asian Allocation Indicator - by Pierre Gave
Apr 17 Robot Revolt: Picking The Next Intel – by Yuchan Li
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News
May 17 India Pays The Price For Reform Backslide - by Will Freeman
May 17 The Rational Thing To Do In A Bank Run - by Louis Gave
May 16 A New German Trade Revolution - by Francois Chauchat
May 16 Markets: The US Matters More - by Anatole Kaletsky
May 15 Euro Choices Are Getting Starker - by the GaveKal Team
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Reportage
May 17 [DG] A Healthy Debt-Free Diet - by Joyce Poon
May 16 [DG] Chilled, Fracked, Or Piped? - by Nate Taplin
May 02 Myanmar: It's For Real - by Gavin Bowring
Apr 30 [DG] InProfile: China Yurun Food Group
Apr 26 Unregulated Finance Moves Out Of The Shadows - by Joyce
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Quarterly Strategy Chart Book
QSCB: The Global Bond Yield Conundrum

QSCB - 3Q11 - Life After QE2

QSCB - 2Q11 - A Structural Turning Point for Markets?

QSCB - 1Q11 - Where Will Earnings Growth Be Found?

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China Economic Quarterly
[DG] China Economc Quarterly 2012 Q1 - China and the World

[DG] China Economic Quarterly Q4 2011 - Urban China (full CEQ)

[DG] China Economic Quarterly Q3 2011 - China and Latin America (full CEQ)

[DG] China Economic Quarterly Q2 2011 - Human Capital (full CEQ)

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Forum & Comments

Recent Forum Posts

May 15 Hong Kong residential property by u27606

May 15 A couple of observations on the US by Will.Denyer

May 09 ECB LTRO operations by Will.Denyer

May 08 3-D printing by anonymous

May 07 Interesting John Hussman comments on US employment weakness by Will.Denyer

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Recent Comments on Reports

May 17 The Rational Thing To Do In A Bank Run - by Louis Gave by u28826

May 16 A New German Trade Revolution - by Francois Chauchat by Francois.Chauchat

May 16 Daily - US Swaplines: What a Difference a Few Basis Points Make by Will.Denyer

May 15 Euro Choices Are Getting Starker - by the GaveKal Team by u1324

May 15 Reluctant Reflation In Germany - by Pierre Gave and Warwick Simons by Louis-Vincent.Gave

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