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    Gavekal Research

    The Key Question For FX Markets

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: TheKeyQuestionForFXMarkets.pdf

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    Gavekal Research

    Will Korea Continue to Outperform

    This document is part of our old archive. It was published on 2007-06-28.You can download it here: WillKoreaContinuetoOutperform.pdf

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    Gavekal Research

    A Brief Review of Our Internal Discussions

    This document is part of our old archive. It was published on 2007-06-13.You can download it here: ABriefReviewofOurInternalDiscussions.pdf

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    Gavekal Research

    GaveKal Daily Report - Wednesday May 23rd 2007

    This document is part of our old archive. It was published on 2007-05-23.You can download it here: GaveKalDailyReport-WednesdayMay23rd20071.pdf

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    Gavekal Research

    Germany & Japan: Two Weights, Two Measures?

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: Germany&JapanTwoWeights,TwoMeasures.pdf

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    Gavekal Research

    The Rest of Europe is Not Export-Dependent

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: TheRestofEuropeisNotExport-Dependent.pdf

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    Gavekal Research

    How Long Will the Japanese Export Capital?

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: HowLongWilltheJapaneseExportCapital.pdf

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    Gavekal Research

    Is Gold Rising Because of Coming Inflation?

    This document is part of our old archive. It was published on 2007-04-17.You can download it here: IsGoldRisingBecauseofComingInflation.pdf

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    Gavekal Research

    The Breakdown in the Yen-Euro

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: TheBreakdownintheYen-Euro.pdf

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    Gavekal Research

    Trend & Cycle - When They Diverge, Watch Out

    This document is part of our old archive. It was published on 2007-03-13.You can download it here: Trend&Cycle-WhenTheyDiverge,WatchOut.pdf

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    Gavekal Research

    Japan - The Consumption Conundrum

    This document is part of our old archive. It was published on 2007-03-13.You can download it here: Japan-TheConsumptionConundrum.pdf

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    Gavekal Research

    The Play by Play

    This document is part of our old archive. It was published on 2007-03-02.You can download it here: ThePlaybyPlay1.pdf

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    Gavekal Research

    The Current Sell-Off

    This document is part of our old archive. It was published on 2007-02-28.You can download it here: TheCurrentSell-Off.pdf

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    Gavekal Research

    A New Kind Of Equity Rally In Japan

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: ANewKindOfEquityRallyInJapan.pdf

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    Gavekal Research

    The Real Carry Trade Player - Mrs. Watanabe

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: TheRealCarryTradePlayer-Mrs.Watanabe.pdf

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    Gavekal Research

    Policy Changes That Matter

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: PolicyChangesThatMatter.pdf

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    Gavekal Research

    GaveKal Daily Report - Wednesday February 7th 2006

    This document is part of our old archive. It was published on 2007-02-07.You can download it here: GaveKalDailyReport-WednesdayFebruary7th2006.pdf

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    Gavekal Research

    Risk 1 - And End to the Yen Carry Trade?

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk1-AndEndtotheYenCarryTrade.pdf

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    Gavekal Research

    The Risk is Not On Growth, It's On Rates

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: TheRiskisNotOnGrowth,ItsOnRates.pdf

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    Gavekal Research

    GaveKal Daily Report - Thrusday January 18th 2007

    This document is part of our old archive. It was published on 2007-01-18.You can download it here: GaveKalDailyReport-ThrusdayJanuary17th2007.pdf

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