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    Gavekal Research

    The Impending UK Slowdown

    This document is part of our old archive. It was published on 2007-10-12.You can download it here: TheImpendingUKSlowdown1.pdf

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    Gavekal Research

    Our Current Thoughts on Asset Allocation

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: OurCurrentThoughtsonAssetAllocation.pdf

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    Gavekal Research

    Strategy Review

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: StrategyReview.pdf

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    Gavekal Research

    Deputy Heads Must Roll

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: DeputyHeadsMustRoll.pdf

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    Gavekal Research

    Here Comes a Whale

    This document is part of our old archive. It was published on 2007-09-17.You can download it here: HereComesaWhale6.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - When The Facts Change

    This document is part of our old archive. It was published on 2007-08-30.You can download it here: QuarterlyStrategyChartBookWhenTheFactsChange.pdf

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    Gavekal Research

    Par For the Course From the ECB?

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: ParFortheCourseFromtheECB.pdf

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    Gavekal Research

    Vigilant Against What?

    This document is part of our old archive. It was published on 2007-08-10.You can download it here: VigilantAgainstWhat.pdf

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    Gavekal Research

    Our Internal Discussions

    This document is part of our old archive. It was published on 2007-08-08.You can download it here: OurInternalDiscussions.pdf

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    Gavekal Research

    A Breakout of Asian Outperformance?

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: ABreakoutofAsianOutperformance.pdf

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    Gavekal Research

    The Changing Liquidity Environment

    This document is part of our old archive. It was published on 2007-07-27.You can download it here: TheChangingLiquidityEnvironment.pdf

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    Gavekal Research

    Is The Tightening Cyle Over

    This document is part of our old archive. It was published on 2007-07-19.You can download it here: IsTheTighteningCyleOver1.pdf

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    Gavekal Research

    A Return to the Mean Trade

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

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    Gavekal Research

    Back to Mrs. Watanabe

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

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    Gavekal Research

    Back to Rentiers & Entrepreneurs

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

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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 the Strong Euro Kill the European Recovery

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

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    Gavekal Research

    The Social VAT

    This document is part of our old archive. It was published on 2007-07-12.You can download it here: TheSocialVAT.pdf

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    Gavekal Research

    The UK's New Chancellor

    This document is part of our old archive. It was published on 2007-07-03.You can download it here: TheUKsNewChancellor1.pdf

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    Gavekal Research

    When to Extend Bond Durations

    This document is part of our old archive. It was published on 2007-06-21.You can download it here: WhentoExtendBondDurations.pdf

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