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Gavekal Research
Research Team
Jul 16th 2009
Financial institutions total credit
This document is part of our old archive. It was published on 2009-07-16.You can download it here: 17_Financial institutions_ total credit.xlsx
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Gavekal Dragonomics
Rosealea Yao
Jul 13th 2009
Slouching Toward Electricity Price Reform
In January, the government imposed a significant reform of refined oil prices, raising the tax on diesel and gasoline, linking domestic refined prices more directly to international crude oil prices, and shifting profits away from wholesale distributors and towards refiners. The intended result is threefold: domestic fuel prices will more directly reflect changes in the international crude price; refiners will not require big subsidies when the...
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Gavekal Research
Louis Gave
Jul 11th 2009
What Will 2009 Be Remembered For?
This document is part of our old archive. It was published on 2009-07-11.You can download it here: GKAdHocComment090711.pdf
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Gavekal Research
Research Team
Jul 10th 2009
GaveKal Daily - What to Make of Strong Loan Growth in China
This document is part of our old archive. It was published on 2009-07-10.You can download it here: GKDailyReport0907101.pdf
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Gavekal Dragonomics
Yuxin He
Jul 09th 2009
Chinese Automakers: The Search For A Car Of One's On
China’s role as an international investor is rapidly increasing: its outward foreign direct investment hit US$54 billion in 2008, more than triple the 2007 figure. Most of this increase has come in the resource sector, as China tries to lock in long-term supplies of key raw materials such as oil, copper and iron ore. But much international attention has also focused on efforts by Chinese manufacturing and service companies to expand their...
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Gavekal Research
Arthur Kroeber, Rosealea Yao, Research Team
Jul 08th 2009
Construction Quarterly - Q2 2009
[LEFT]China real estate and construction market review: June 2009[/LEFT]
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Gavekal Dragonomics
Research Team
Jul 06th 2009
DragonWeek 2009 July 6th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Joyce Poon
Jul 06th 2009
The Disappearance of China's US$ Carry Trade
This document is part of our old archive. It was published on 2009-07-06.You can download it here: GKFiveCorners0907063.pdf
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Gavekal Research
Louis Gave
Jul 06th 2009
Today's Most Important Reform
This document is part of our old archive. It was published on 2009-07-06.You can download it here: GKFiveCorners0907064.pdf
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Gavekal Research
Research Team
Jul 03rd 2009
China's Energy, Resource and Climate Policy
This document is part of our old archive. It was published on 2009-07-03.You can download it here: GKAdHocComment0907031.pdf
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Gavekal Research
Research Team
Jul 02nd 2009
GaveKal Daily - Chinese Tailwinds
This document is part of our old archive. It was published on 2009-07-02.You can download it here: GKDailyReport090702.pdf
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Gavekal Research
Research Team
Jun 30th 2009
GaveKal Daily - Hong Kong in a Sweet Spot
This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKDailyReport0906302.pdf
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Gavekal Research
Research Team
Jun 30th 2009
The China Metals Buying Spree
This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906306.pdf
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Gavekal Dragonomics
Research Team
Jun 22nd 2009
DragonWeek 2009 June 22nd
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Gavin Bowring
Jun 22nd 2009
A New Power Bloc?
This document is part of our old archive. It was published on 2009-06-22.You can download it here: GKFiveCorners0906221.pdf
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Gavekal Research
Research Team
Jun 22nd 2009
Does Taiwan Deserve a High Valuation Premium?
This document is part of our old archive. It was published on 2009-06-22.You can download it here: GKFiveCorners0906223.pdf
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Gavekal Research
Joyce Poon
Jun 22nd 2009
Just How Expensive is Chinese Property?
This document is part of our old archive. It was published on 2009-06-22.You can download it here: GKFiveCorners0906224.pdf
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Gavekal Research
Pierre Gave
Jun 22nd 2009
The Secret Journal of Premier Zhao Ziyang
This document is part of our old archive. It was published on 2009-06-22.You can download it here: GKFiveCorners0906225.pdf
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Gavekal Research
Arthur Kroeber
Jun 16th 2009
The Return of Financial Sector Reform
This document is part of our old archive. It was published on 2009-06-16.You can download it here: GKAdHocComment090616.pdf
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Gavekal Dragonomics
Research Team
Jun 15th 2009
DragonWeek 2009 June 15th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Jun 15th 2009
GaveKal Daily -- Easing the Way into China Property
This document is part of our old archive. It was published on 2009-06-15.You can download it here: GKDailyReport090615.pdf
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Gavekal Research
Research Team
Jun 11th 2009
GaveKal Daily -- Rhetoric vs Reality
This document is part of our old archive. It was published on 2009-06-11.You can download it here: GKDailyReport090611.pdf
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Gavekal Research
Research Team
Jun 10th 2009
GaveKal Daily - A Good Turn for OECD Leading Indicators
This document is part of our old archive. It was published on 2009-06-10.You can download it here: GKDailyReport0906101.pdf
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Gavekal Research
Research Team
Jun 09th 2009
GaveKal Daily - Thoughts About Inflation
This document is part of our old archive. It was published on 2009-06-09.You can download it here: GKDailyReport0906092.pdf
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Gavekal Research
Gavin Bowring
Jun 09th 2009
Are Asian Policymakers Preparing for Inflation?
This document is part of our old archive. It was published on 2009-06-09.You can download it here: GKFiveCorners0906092.pdf
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Gavekal Research
Jun 09th 2009
It's Not a Race--But Who Will Win?
This document is part of our old archive. It was published on 2009-06-09.You can download it here: GKFiveCorners0906094.pdf
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Gavekal Dragonomics
Research Team
Jun 08th 2009
DragonWeek 2009 June 8th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Pierre Gave
Jun 05th 2009
GaveKal Quarterly Strategy Chart Book - 3Q09 - The Tipping Point
This document is part of our old archive. It was published on 2009-06-05.You can download it here: GKQuarterlyStrategy090605.pdf
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Gavekal Research
Research Team
Jun 04th 2009
GaveKal Daily - 20 Years After Tiananmen
This document is part of our old archive. It was published on 2009-06-04.You can download it here: GKDailyReport090604.pdf
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Gavekal Dragonomics
Research Team
Jun 01st 2009
China Economic Quarterly June 2009 - Water
China Economic Quarterly Q2 2009: Water
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Economy
CEQ Q2 2009: Economy
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 01st 2009
CEQ Q2 2009 - China's power
CEQ Q2 2009: China's Power
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Gavekal Dragonomics
Rosealea Yao, Research Team
Jun 01st 2009
CEQ Q2 2009 - Property market
CEQ Q2 2009: Property Market
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Gavekal Dragonomics
Michael Komesaroff
Jun 01st 2009
CEQ Q2 2009 - Metals Man: Chinalco Tips The Scales
Chinalco’s proposed bailout of Anglo-Australian mining giant Rio Tinto is the latest proof of China’s emergence as an economic superpower. The size and scope of the deal – which would see China’s leading aluminium producer pay US$7.2 bn to double its shareholding in Rio to 18%, and cough up a further US$12.3 bn to acquire large direct stakes in a series of high-quality assets – marks a watershed for Chinese enterprises investing in natural...
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Retail market
CEQ Q2 2009: Retail Market
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Capital market
CEQ Q2 2009: Capital Market
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Pollution and scarcity
CEQ Q2 2009: Pollution & Scarcity
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Water management
CEQ Q2 2009: Water Management
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Yellow river
CEQ Q2 2009: Yellow River
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - North China plain
CEQ Q2 2009: North China Plain
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Gavekal Dragonomics
Tom Miller, Research Team
Jun 01st 2009
CEQ Q2 2009 - Pearl river delta
CEQ Q2 2009: Pearl River Delta
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Gavekal Dragonomics
Will Freeman, Research Team
Jun 01st 2009
CEQ Q2 2009 - Henan
CEQ Q2 2009: Henan
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Gavekal Dragonomics
Research Team
Jun 01st 2009
CEQ Q2 2009 - Statistics
CEQ Q2 2009: Statistics
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 01st 2009
CEQ Q2 2009 - Books
CEQ Q2 2009: Books
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Gavekal Research
Research Team
Jun 01st 2009
GaveKal Daily - Why Emerging Markets are Outperforming
This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKDailyReport090601.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky
Jun 01st 2009
The Increasingly Convincing Recovery (and the 'Seven Deadly Sins' That Threaten it)
This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906012.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
May 29th 2009
China's Energy And Climate Policies: A Roundtable
On 14 May Dragonomics hosted a roundtable on China’s energy and climate policies in Beijing. We had about 60 attendees, mostly professionals in the energy and environment fields, and there was a very lively discussion. The key issues debated were:
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Gavekal Research
Research Team
May 26th 2009
Dragonomics office closure on May 28th - 29th 2009
This document is part of our old archive. It was published on 2009-05-26.You can download it here: TheDragonomicsofficeclosure090527.pdf
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Gavekal Research
Research Team
May 26th 2009
GaveKal Daily - Feeling the Stones to Cross the River
This document is part of our old archive. It was published on 2009-05-26.You can download it here: GKDailyReport090526.pdf
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Gavekal Dragonomics
Research Team
May 25th 2009
DragonWeek 2009 May 25th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Louis Gave
May 25th 2009
The Policy Decisions That Matter Will Take Place in Asia
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKAdHocComment090525.pdf
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Gavekal Research
Research Team
May 25th 2009
GaveKal Daily - The Downgrade Fears
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKDailyReport090525.pdf
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Gavekal Research
Arthur Kroeber
May 25th 2009
Abandoning Mercantilism?
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKFiveCorners0905252.pdf
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Gavekal Research
Research Team
May 25th 2009
Is the HK Gov't Set to Run a Hedge Fund?
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKFiveCorners0905253.pdf
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Gavekal Research
Arthur Kroeber
May 25th 2009
Will China Change its Stripes?
This document is part of our old archive. It was published on 2009-05-25.You can download it here: GKFiveCorners0905257.pdf
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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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