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    Gavekal Research

    A German Growth Story

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: AGermanGrowthStory1.pdf

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    Gavekal Research

    The Baltic Factor & Swedish Financials

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: TheBalticFactorSwedishFinancials.pdf

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    Gavekal Research

    A Roadmap for Troubling Times--by Louis-Vincent Gave

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: ARoadmapforTroublingTimesbyLouisVincentGave.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 3Q08 - The Purpose of a Bear Market

    This document is part of our old archive. It was published on 2008-05-15.You can download it here: QuarterlyStrategyChartBook3Q08ThePurposeofaBearMar1.pdf

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    Gavekal Research

    New Valuation Tools

    This document is part of our old archive. It was published on 2008-05-06.You can download it here: NewValuationTools1.pdf

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    Gavekal Research

    The Contraction in European Spreads

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheContractioninEuropeanSpreads.pdf

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    Gavekal Research

    The Four Momentum Trades

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheFourMomentumTrades.pdf

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    Gavekal Research

    On the Terms of Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: OntheTermsofTrade.pdf

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    Gavekal Research

    Italian Certainties: Debt and Taxes

    This document is part of our old archive. It was published on 2008-04-16.You can download it here: ItalianCertaintiesDebtandTaxes.pdf

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    Gavekal Research

    How Low Can British Houses Go

    This document is part of our old archive. It was published on 2008-04-10.You can download it here: HowLowCanBritishHousesGo.pdf

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    Gavekal Research

    A One-Sided Trade

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: AOneSidedTrade.pdf

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    Gavekal Research

    Europe's Ongoing Credit Crunch

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: EuropesOngoingCreditCrunch.pdf

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    Gavekal Research

    Which Bet Makes More Sense?

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: WhichBetMakesMoreSense.pdf

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    Gavekal Research

    Long the Swisse, Short the Euro

    This document is part of our old archive. It was published on 2008-03-10.You can download it here: LongtheSwisseShorttheEuro.pdf

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    Gavekal Research

    The UK Non-Domiciled Issue

    This document is part of our old archive. It was published on 2008-03-10.You can download it here: TheUKNonDomiciledIssue.pdf

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    Gavekal Research

    An Update on the European Divergence Trade

    This document is part of our old archive. It was published on 2008-02-29.You can download it here: AnUpdateontheEuropeanDivergenceTrade.pdf

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    Gavekal Research

    The Northern Rock Fiasco

    This document is part of our old archive. It was published on 2008-02-18.You can download it here: TheNorthernRockFiasco1.pdf

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    Gavekal Research

    2Q08 - Quarterly Strategy Chart Book: Picking-Up the Pieces From the Credit Crunch

    This document is part of our old archive. It was published on 2008-02-15.You can download it here: 2Q08QuarterlyStrategyChartBookPickingUpthePiecesFr.pdf

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    Gavekal Research

    The New GaveKal Doomsday Calculator

    This document is part of our old archive. It was published on 2008-02-13.You can download it here: TheNewGaveKalDoomsdayCalculator.pdf

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    Gavekal Research

    More On the UK Slowdown

    This document is part of our old archive. It was published on 2008-02-11.You can download it here: MoreOntheUKSlowdown.pdf

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    Gavekal Research

    UK Property - The Real Housing Bust

    This document is part of our old archive. It was published on 2008-02-11.You can download it here: UKPropertyTheRealHousingBust.pdf

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    Gavekal Research

    The Love Affair Between Mr Trichet & EMU Rentiers

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: TheLoveAffairBetweenMrTrichetEMURentiers.pdf

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    Gavekal Research

    Who Is Behind the Forced Selling?

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: WhoIsBehindtheForcedSelling.pdf

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    Gavekal Research

    The Divergence in European Spreads - Why Now?

    This document is part of our old archive. It was published on 2008-01-24.You can download it here: TheDivergenceinEuropeanSpreadsWhyNow.pdf

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    Gavekal Research

    GaveKal Daily Report - Tuesday January 22nd 2008

    This document is part of our old archive. It was published on 2008-01-22.You can download it here: GaveKalDailyReportTuesdayJanuary22nd2008.pdf

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    Gavekal Research

    GaveKal Daily Report - Monday January 21st 2008

    This document is part of our old archive. It was published on 2008-01-21.You can download it here: GaveKalDailyReportMondayJanuary21st20085.pdf

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    Gavekal Research

    GaveKal Daily Report - Friday January 18th 2008

    This document is part of our old archive. It was published on 2008-01-18.You can download it here: GaveKalDailyReportFridayJanuary18th2008.pdf

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    Gavekal Research

    GaveKal Daily Report - Tuesday January 15th 2008

    This document is part of our old archive. It was published on 2008-01-15.You can download it here: GaveKalDailyReportTuesdayJanuary15th2008.pdf

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    Gavekal Research

    A Divergence Play?

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: ADivergencePlay.pdf

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    Gavekal Research

    Is the Recent Central Bank Bailout Just A Prelude?

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: IstheRecentCentralBankBailoutJustAPrelude1.pdf

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    Gavekal Research

    The Case for a European Recession

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: TheCaseforaEuropeanRecession.pdf

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    Gavekal Research

    Why the Bank of England Must Ease Today

    This document is part of our old archive. It was published on 2007-12-06.You can download it here: WhytheBankofEnglandMustEaseToday.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q07

    This document is part of our old archive. It was published on 2007-12-04.You can download it here: QuarterlyStrategyChartBook-4Q071.pdf

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    Gavekal Research

    Are the Cracks in the Euro Starting to Appear?

    This document is part of our old archive. It was published on 2007-11-30.You can download it here: AretheCracksintheEuroStartingtoAppear.pdf

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    Gavekal Research

    The Catalysts for the European Divergence Trades

    This document is part of our old archive. It was published on 2007-11-30.You can download it here: TheCatalystsfortheEuropeanDivergenceTrades.pdf

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    Gavekal Research

    What's Up With Sweden's Underperformance

    This document is part of our old archive. It was published on 2007-11-02.You can download it here: WhatsUpWithSwedensUnderperformance.pdf

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    Gavekal Research

    Who Is On The Receiving End?

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: WhoIsOnTheReceivingEnd.pdf

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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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