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    Gavekal Research

    A New Conundrum

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

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    Gavekal Research

    The Three US$ Exchange Rates

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

    Why Would Inflation Stay Muted?

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

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    Gavekal Research

    Growth in Reserves & The Current Account Deficit

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

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    Gavekal Research

    Will the US Consumer Kick His Gasoline Habit?

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

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    Gavekal Research

    Quarterly Strategy Chart Book - 2Q07 - So What Now?

    This document is part of our old archive. It was published on 2007-05-17.You can download it here: QuarterlyStrategyChartBook-2Q07-SoWhatNow.pdf

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    Gavekal Research

    The Disappointing US$ Rally

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

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    Gavekal Research

    Oil, OPEC and the US$

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: Oil,OPECandtheUS$.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

    Is The Market Rising Because of Strong Earnings

    This document is part of our old archive. It was published on 2007-04-30.You can download it here: IsTheMarketRisingBecauseofStrongEarnings.pdf

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    Gavekal Research

    The Danger Remains On Rates

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

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    Gavekal Research

    The Odd Rise In Central Bank Reserves

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheOddRiseInCentralBankReserves.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 third wave (NPC roundup part 2)

    NPC roundup part II

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    Gavekal Research

    Divergent US and International Liquidity Flows

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: DivergentUSandInternationalLiquidityFlows.pdf

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    Gavekal Research

    Is A Recession Likely in the US?

    This document is part of our old archive. It was published on 2007-04-11.You can download it here: IsARecessionLikelyintheUS1.pdf

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    Gavekal Research

    Why Make It Simple When It Can Be Complicated?

    This document is part of our old archive. It was published on 2007-03-26.You can download it here: WhyMakeItSimpleWhenItCanBeComplicated1.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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