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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

    Which Currency Should We Buy?

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: WhichCurrencyShouldWeBuy.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

    From Blair To Brown

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

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    Gavekal Research

    Does The French Election Matter to Investors?

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

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    Gavekal Research

    Part 2: So What Should We Worry About?

    This document is part of our old archive. It was published on 2007-05-02.You can download it here: Part2SoWhatShouldWeWorryAbout1.pdf

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    Gavekal Research

    Will the BoE Hike Rates by 50bp

    This document is part of our old archive. It was published on 2007-04-24.You can download it here: WilltheBoEHikeRatesby50bp1.pdf

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    Gavekal Research

    The Triumph of Hope Over Experience?

    This document is part of our old archive. It was published on 2007-04-24.You can download it here: TheTriumphofHopeOverExperience.pdf

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    Gavekal Research

    GaveKal Daily Checking the Boxes - Our Take on the French Presidential Election

    This document is part of our old archive. It was published on 2007-04-23.You can download it here: GaveKalDailyCheckingtheBoxes-OurTakeontheFrenchPresidentialElection.pdf

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    Gavekal Research

    How High Can Sterling Go?

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowHighCanSterlingGo.pdf

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    Gavekal Research

    How Sustainable is European Growth?

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowSustainableisEuropeanGrowth.pdf

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    Gavekal Research

    The Bank of England's Inflation Problem

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheBankofEnglandsInflationProblem.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

    Breaking the Rules

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

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    Gavekal Research

    Brown's Last Budget

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

    Europe's Mysterious Strength

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

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    Gavekal Research

    Risk 2 - Higher Inflation?

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk2-HigherInflation.pdf

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