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Gavekal Research
Research Team
May 20th 2009
GaveKal Daily - The Future of Hong Kong's Peg
This document is part of our old archive. It was published on 2009-05-20.You can download it here: GKDailyReport0905201.pdf
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Gavekal Research
Research Team
May 19th 2009
GaveKal Energy Weekly - Oil's Performance Running Counter to Fundamentals
This document is part of our old archive. It was published on 2009-05-19.You can download it here: GKEnergyWeekly090519.pdf
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Gavekal Dragonomics
Research Team
May 18th 2009
DragonWeek 2009 May 18th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Cathy Holcombe
May 18th 2009
How Real Are the Profits of Chinese SOEs?
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905183.pdf
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Gavekal Research
Joyce Poon
May 18th 2009
An End to a Liquidity-Driven Rally?
This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905186.pdf
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Gavekal Research
Research Team
May 15th 2009
GaveKal Daily - Is China's Data Getting More Trustworthy?
This document is part of our old archive. It was published on 2009-05-15.You can download it here: GKDailyReport090515.pdf
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Gavekal Research
Research Team
May 13th 2009
GaveKal Daily - Disappointing but Not Disheartening Data from China
This document is part of our old archive. It was published on 2009-05-13.You can download it here: GKDailyReport0905131.pdf
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Gavekal Dragonomics
Research Team
May 11th 2009
DragonWeek 2009 May 11th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
May 07th 2009
Macro Quarterly - Q2 2009
China economic outlook: May 2009
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Gavekal Research
Research Team
May 06th 2009
GaveKal Daily - Go East, Young Man
This document is part of our old archive. It was published on 2009-05-06.You can download it here: GKDailyReport0905061.pdf
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Gavekal Dragonomics
Research Team
May 05th 2009
DragonWeek 2009 May 5th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Louis Gave
May 05th 2009
The Next Bubble: Chinese Real Estate
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners090505.pdf
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Gavekal Research
Louis Gave
May 05th 2009
A New Geopolitical Layout Across Asia
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905051.pdf
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Gavekal Research
Research Team
May 05th 2009
The HK Dollar Flexes its Muscles
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905053.pdf
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Gavekal Research
Arthur Kroeber, Gavin Bowring
May 05th 2009
Where is All the Chinese Credit Going?
This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905055.pdf
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Gavekal Research
Research Team
Apr 30th 2009
GaveKal Daily - With Consumption Recovering, Will Investment Follow?
This document is part of our old archive. It was published on 2009-04-30.You can download it here: GKDailyReport090430.pdf
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Gavekal Research
Research Team
Apr 29th 2009
Dragonomics Roundtable Notice
This document is part of our old archive. It was published on 2009-04-29.You can download it here: DragonomicsRoundtableNotice.pdf
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Gavekal Research
Research Team
Apr 29th 2009
GaveKal Daily - Several Positives, but Stress Tests Looms
This document is part of our old archive. It was published on 2009-04-29.You can download it here: GKDailyReport090429.pdf
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Gavekal Research
Research Team
Apr 28th 2009
GaveKal Daily - How Long Can the Collapse in Global Trade Last?
This document is part of our old archive. It was published on 2009-04-28.You can download it here: GKDailyReport0904281.pdf
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Gavekal Dragonomics
Research Team
Apr 27th 2009
DragonWeek 2009 April 27th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 27th 2009
Energy Weekly - The US Push for a 'Carbon Economy'
This document is part of our old archive. It was published on 2009-04-27.You can download it here: GKEnergyWeekly090427.pdf
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Gavekal Research
Research Team
Apr 24th 2009
GaveKal Daily - Navigating the Sea of Government Policymaking
This document is part of our old archive. It was published on 2009-04-24.You can download it here: GKDailyReport090424.pdf
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Gavekal Research
Research Team
Apr 21st 2009
GaveKal Daily - What to Buy After the Sell-off? Asia....
This document is part of our old archive. It was published on 2009-04-21.You can download it here: GKDailyReport090421.pdf
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Gavekal Dragonomics
Research Team
Apr 20th 2009
DragonWeek 2009 April 20th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 20th 2009
GaveKal Daily - China Loan Growth Set to Slow?
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKDailyReport090420.pdf
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Gavekal Research
Joyce Poon
Apr 20th 2009
Chinese Deregulation & Equity Bull Markets
This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904203.pdf
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Gavekal Dragonomics
Research Team
Apr 17th 2009
DragonWeek 2009 April 16th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 17th 2009
GaveKal Daily - More Good News for Tech
This document is part of our old archive. It was published on 2009-04-17.You can download it here: GKDailyReport090417.pdf
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Gavekal Research
Arthur Kroeber
Apr 17th 2009
The Chinese Deflationary Bust Risk
This document is part of our old archive. It was published on 2009-04-17.You can download it here: GKAdHocComment090417.pdf
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Gavekal Research
Research Team
Apr 16th 2009
GaveKal Daily - Deflationary Headwinds Remain Strong
This document is part of our old archive. It was published on 2009-04-16.You can download it here: GKDailyReport090416.pdf
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Gavekal Research
Louis Gave
Apr 16th 2009
Book Review--Factory Girls, by Leslie T. Chang
This document is part of our old archive. It was published on 2009-04-16.You can download it here: GKFiveCorners090416.pdf
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Gavekal Research
Research Team
Apr 15th 2009
GaveKal Daily - A Message from the Markets
This document is part of our old archive. It was published on 2009-04-15.You can download it here: GKDailyReport090415.pdf
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Gavekal Research
Research Team
Apr 14th 2009
GaveKal Daily - The Leading Indicators That Matter
This document is part of our old archive. It was published on 2009-04-14.You can download it here: GKDailyReport090414.pdf
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Gavekal Dragonomics
Research Team
Apr 13th 2009
DragonWeek 2009 April 13th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Gavin Bowring
Apr 13th 2009
The Regional Effects of China's Stimulus Plan
This document is part of our old archive. It was published on 2009-04-13.You can download it here: GKAdHocComment090413.pdf
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Gavekal Research
Research Team
Apr 08th 2009
GaveKal Daily - The Next Wall to Climb
This document is part of our old archive. It was published on 2009-04-08.You can download it here: GKDailyReport0904081.pdf
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Gavekal Research
Louis Gave
Apr 07th 2009
What Would You Conclude if You Were Hu Jintao?
This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904073.pdf
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Gavekal Research
Research Team
Apr 03rd 2009
Dragonomics office closure on Apr 6th 2009
This document is part of our old archive. It was published on 2009-04-03.You can download it here: TheDragonomicsofficeclosure090406.pdf
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Gavekal Research
Research Team
Apr 02nd 2009
GaveKal Daily - Sharing the Unemployment Risks
This document is part of our old archive. It was published on 2009-04-02.You can download it here: GKAdHocComment090402.pdf
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Gavekal Research
Research Team
Mar 31st 2009
GaveKal Daily - Investing in a Deflationary World
This document is part of our old archive. It was published on 2009-03-31.You can download it here: GKDailyReport090331.pdf
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Gavekal Dragonomics
Arthur Kroeber
Mar 30th 2009
Governor Zhou's Global Currency Gambit
People’s Bank of China governor Zhou Xiaochuan caused a stir last week when he unleashed a proposal to create a global reserve currency, with the ultimate aim of ending the US dollar’s reign as the principal reserve currency (his full paper can be found here). The politics of the proposal – which came out ahead of this week’s G20 meeting in London – were shrewd. But we caution against taking the global currency idea too seriously.
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Gavekal Research
Arthur Kroeber, Research Team
Mar 30th 2009
Dragonomics weekly - Migrants on the run; Coke-Huiyuan reconsidered
This document is part of our old archive. It was published on 2009-03-30.You can download it here: 0532DragonWeek090330.pdf
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Gavekal Research
Research Team
Mar 30th 2009
GaveKal Daily - Real Estate Reacting to Cheaper Money
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKDailyReport0903301.pdf
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Gavekal Research
Arthur Kroeber
Mar 30th 2009
Is the US Dollar's Reserve Status Under Siege?
This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKAdHocComment0903302.pdf
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Gavekal Research
Research Team
Mar 27th 2009
GaveKal Daily - Market Turnarounds
This document is part of our old archive. It was published on 2009-03-27.You can download it here: GKDailyReport0903271.pdf
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Gavekal Research
Research Team
Mar 25th 2009
GaveKal Daily - An Assertive China
This document is part of our old archive. It was published on 2009-03-25.You can download it here: GKDailyReport0903251.pdf
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Gavekal Dragonomics
Arthur Kroeber, Rosealea Yao, Research Team
Mar 23rd 2009
DragonWeek 2009 March 23rd
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Mar 23rd 2009
GaveKal Daily - What's Behind the Commodities Rally?
This document is part of our old archive. It was published on 2009-03-23.You can download it here: GKDailyReport0903232.pdf
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Gavekal Research
Research Team
Mar 23rd 2009
GaveKal Energy Weekly - Where Do We Stand on the Fundamentals?
This document is part of our old archive. It was published on 2009-03-23.You can download it here: GKAdHocComment090323.pdf
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Gavekal Research
Research Team
Mar 20th 2009
Dragonomics blog
This document is part of our old archive. It was published on 2009-03-20.You can download it here: Dragonomicsblog.pdf
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Gavekal Dragonomics
Research Team
Mar 16th 2009
DragonWeek 2009 March 16th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Mar 16th 2009
GaveKal Daily - Japan's Creative Destruction Course
This document is part of our old archive. It was published on 2009-03-16.You can download it here: GKDailyCheckingtheBoxesReports0903161.pdf
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Gavekal Research
Research Team
Mar 13th 2009
Oil Prices Can Only Go Down in the Long Term
This document is part of our old archive. It was published on 2009-03-13.You can download it here: GKEnergy090313.pdf
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Gavekal Research
Research Team
Mar 11th 2009
GaveKal Daily - A Little Good News Goes a Long Way
This document is part of our old archive. It was published on 2009-03-11.You can download it here: GKDailyCheckingtheBoxesReports0903111.pdf
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Gavekal Research
Research Team
Mar 10th 2009
Taiwan's Version of Mrs Watanabe?
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKEquityMarkets0903101.pdf
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Gavekal Research
Louis Gave
Mar 10th 2009
Some Certainties in Uncertain Times
This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKBondMarkets0903101.pdf
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Gavekal Dragonomics
Research Team
Mar 09th 2009
DragonWeek 2009 March 9th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Mar 09th 2009
GaveKal Energy Weekly - The Narrowing in Contango is Supportive of Oil Prices
This document is part of our old archive. It was published on 2009-03-09.You can download it here: GKEnergy090309.pdf
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Gavekal Research
Research Team
Mar 09th 2009
GaveKal Daily - Signs of Stabilization on Chinese Property
This document is part of our old archive. It was published on 2009-03-09.You can download it here: GKConsumption09030911.pdf
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Gavekal Research
Charles Gave
Mar 09th 2009
The Challenges We Face
This document is part of our old archive. It was published on 2009-03-09.You can download it here: GKBondMarkets0903091.pdf
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Gavekal Research
Arthur Kroeber, Rosealea Yao, Research Team
Mar 05th 2009
Construction Quarterly - Q1 2009
[LEFT]China real estate and construction market review: March 2009[/LEFT]
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Gavekal Research
Research Team
Mar 05th 2009
GaveKal Daily - Wen Takes the Stage
This document is part of our old archive. It was published on 2009-03-05.You can download it here: GKDailyCheckingtheBoxesReports090305.pdf
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Health care
CEQ Q1 2009: Health Care
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Energy
CEQ Q1 2009: Energy
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Gavekal Dragonomics
Michael Komesaroff
Mar 03rd 2009
CEQ Q1 2009 - Metals Man: Copper Bottomed
Over the past five years, despite falling consumption in the developed world, China’s demand for copper kept global prices high. China alone accounts for 30% of global demand and, between 2004 and 2008, it absorbed three-quarters of the increase in world copper consumption. But in the second half of last year, local prices collapsed from Rmb61,000 a ton on the eve of the Beijing Olympics to Rmb24,300 by year-end, a decline of 60% in just five...
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Retail markets
CEQ Q1 2009: Retail Markets
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Stock markets
CEQ Q1 2009: Stock Markets
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - City population
CEQ Q1 2009: City Population
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Gavekal Dragonomics
Tom Miller, Research Team
Mar 03rd 2009
CEQ Q1 2009 - Development models
CEQ Q1 2009: Development Models
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Gavekal Dragonomics
Tom Miller, Research Team
Mar 03rd 2009
CEQ Q1 2009 - Case study - Wuhan
CEQ Q1 2009: Case Study: Wuhan
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Gavekal Dragonomics
Will Freeman, Research Team
Mar 03rd 2009
CEQ Q1 2009 - Case study - Luliang
CEQ Q1 2009: Case Study: Luliang
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Commodity and retail markets
CEQ Q1 2009: Commodity and Retail Markets
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Urban-rural continuum
CEQ Q1 2009: Urban-rural Continuum
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Economic propaganda
CEQ Q1 2009: Economic Propaganda
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Yangtze river delta
CEQ Q1 2009: Yangtze River Delta
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Gavekal Dragonomics
Will Freeman, Research Team
Mar 03rd 2009
CEQ Q1 2009 - Fire-water
CEQ Q1 2009: Fire-water
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Books - Shanghai blues
CEQ Q1 2009: Books: Shanghai Blues
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Mar 03rd 2009
CEQ Q1 2009 - Books - Waiting for the fifth modernization
CEQ Q1 2009: Books: Waiting for the fifth modernatization
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
China Economic Quarterly March 2009 - Urbanization
China Economic Quarterly Q1 2009: Urbanization
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Economy
CEQ Q1 2009: Economy
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Gavekal Dragonomics
Research Team
Mar 03rd 2009
CEQ Q1 2009 - Urbanization
CEQ Q1 2009: Urbanization
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Gavekal Research
Research Team
Mar 03rd 2009
GaveKal Daily - Green Shoots Amid the Red Ink?
This document is part of our old archive. It was published on 2009-03-03.You can download it here: GKDailyCheckingtheBoxesReports090303.pdf
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Gavekal Dragonomics
Research Team
Mar 02nd 2009
DragonWeek 2009 March 2nd
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Mar 02nd 2009
GaveKal Daily - A Grim February
This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKDailyCheckingtheBoxesReports090302.pdf
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Gavekal Research
Anatole Kaletsky, Louis Gave, Pierre Gave
Mar 02nd 2009
GaveKal Quarterly Strategy Chart Book - 2Q09 - The Age of Uncertainty
This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKBondMarkets090302.pdf
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Gavekal Dragonomics
Michael Komesaroff
Feb 27th 2009
Chinalco's Rising Star
The proposed US$19.5 billion tie-up between Anglo-Australian mining firm Rio Tinto and China’s leading aluminium producer Chinalco will re-shape the global mining industry. For Rio, the motivation is purely opportunistic: Chinese cash will rescue it from a precarious financial position created by management’s incompetence and arrogance. The managers who struck the deal and the directors who signed off on it probably have no comprehension of the...
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Gavekal Research
Research Team
Feb 25th 2009
GaveKal Daily - Terrible Months of Growing Uncertainties...And Markets Back at Their Lows
This document is part of our old archive. It was published on 2009-02-25.You can download it here: GKDailyCheckingtheBoxesReports090225.pdf
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Gavekal Research
Research Team
Feb 24th 2009
GaveKal Daily - What Does the Asian Consumer Buy?
This document is part of our old archive. It was published on 2009-02-24.You can download it here: GKConsumption090224.pdf
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Gavekal Dragonomics
Research Team
Feb 23rd 2009
DragonWeek 2009 February 23rd
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Feb 23rd 2009
GaveKal Energy Weekly - China Brings "Oil Demand Security" to the Table
This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKRecentDocumentsandDiscussions0902231.pdf
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Gavekal Research
Research Team
Feb 20th 2009
Macro Quarterly - Q1 2009
China economic outlook: February 2009
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Gavekal Research
Research Team
Feb 20th 2009
GaveKal Daily - China Goes Shopping
This document is part of our old archive. It was published on 2009-02-20.You can download it here: GKDailyCheckingtheBoxesReports090220.pdf
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Gavekal Research
Research Team
Feb 17th 2009
GaveKal Daily - HK's Property Sector Gets Interesting
This document is part of our old archive. It was published on 2009-02-17.You can download it here: GKDailyCheckingtheBoxesReports090217.pdf
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Gavekal Dragonomics
Research Team
Feb 16th 2009
DragonWeek 2009 February 16th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Feb 16th 2009
GaveKal Energy Weekly - China Strikes Gold in Saudi Arabia
This document is part of our old archive. It was published on 2009-02-16.You can download it here: GKCommodities090216.pdf
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Gavekal Research
Louis Gave, Research Team
Feb 16th 2009
GaveKal Daily - How Will We Clear the Excessive Debt in the System
This document is part of our old archive. It was published on 2009-02-16.You can download it here: GKDailyCheckingtheBoxesReports090216.pdf
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Gavekal Research
Research Team
Feb 13th 2009
GaveKal Daily - China Holds Firm
This document is part of our old archive. It was published on 2009-02-13.You can download it here: GKDailyCheckingtheBoxesReports090213.pdf
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Gavekal Research
Research Team
Feb 10th 2009
GaveKal Daily - A Growing Divergence in the BRICs
This document is part of our old archive. It was published on 2009-02-10.You can download it here: GKDailyCheckingtheBoxesReports090210.pdf
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Gavekal Dragonomics
Research Team
Feb 09th 2009
DragonWeek 2009 February 9th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Feb 05th 2009
GaveKal Daily - A Glimmer of Hope
This document is part of our old archive. It was published on 2009-02-05.You can download it here: GKCheckingtheBoxesReports090205.pdf
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