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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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    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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