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Gavekal Research
Arthur Kroeber, Research Team
Feb 02nd 2009
China Trade Review - February 2009
China trade review - February 2009
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Gavekal Research
Louis Gave
Jan 27th 2009
The Asian Year of the Bull
This document is part of our old archive. It was published on 2009-01-27.You can download it here: GKEquityMarkets090127.pdf
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Gavekal Dragonomics
Research Team
Jan 26th 2009
DragonWeek 2009 January 26th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jan 22nd 2009
DragonWeek 2009 January 22nd
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Arthur Kroeber
Jan 20th 2009
Magic Numbers
Two numbers now dominate the discussion about China’s economy; both are uttered more as magical incantations than as scientific descriptions of reality. The object of this article is to break the spell cast by these two numbers and to get the reader thinking about reality again.
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Gavekal Research
Arthur Kroeber
Jan 20th 2009
Magic Numbers
This document is part of our old archive. It was published on 2009-01-20.You can download it here: GKEconomicGrowth090120.pdf
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Gavekal Dragonomics
Research Team
Jan 19th 2009
DragonWeek 2009 January 19th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Jan 19th 2009
GaveKal Energy Weekly - When the Price is Wrong, Make Your Own
This document is part of our old archive. It was published on 2009-01-19.You can download it here: GKCommodities090119.pdf
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Gavekal Research
Research Team
Jan 16th 2009
GaveKal Daily - China Moving to the Beat of its Own Drum
This document is part of our old archive. It was published on 2009-01-16.You can download it here: GKCheckingtheBoxesReports090116.pdf
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Gavekal Research
Research Team
Jan 13th 2009
GaveKal Daily - How to Look at the Current China Slowdown
This document is part of our old archive. It was published on 2009-01-13.You can download it here: GKCheckingtheBoxesReports090113.pdf
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Gavekal Dragonomics
Research Team
Jan 12th 2009
DragonWeek 2009 January 12th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Arthur Kroeber, Research Team
Jan 09th 2009
Dragonomics New Year letter
This document is part of our old archive. It was published on 2009-01-09.You can download it here: Dragonomics New Year letter.pdf
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Gavekal Research
Research Team
Jan 07th 2009
GaveKal Daily - The Asian Consumption Question
This document is part of our old archive. It was published on 2009-01-07.You can download it here: GKCheckingtheBoxesReports090107.pdf
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Gavekal Research
Research Team
Jan 06th 2009
GaveKal Energy Weekly - Mid-East Conflict Back With a Vengeance
This document is part of our old archive. It was published on 2009-01-06.You can download it here: GKEnergy0901061.pdf
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Gavekal Research
Research Team
Jan 06th 2009
Looking for the "Least Worse" Currencies
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Research Team
Dec 23rd 2008
GaveKal Daily - The Rising Importance of the Yuan
This document is part of our old archive. It was published on 2008-12-23.You can download it here: GKCheckingtheBoxesReports08122311.pdf
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Gavekal Research
Pierre Gave, Research Team
Dec 17th 2008
The Will and the Power
This document is part of our old archive. It was published on 2008-12-17.You can download it here: GKChina081217.pdf
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Gavekal Dragonomics
Research Team
Dec 15th 2008
DragonWeek 2008 December 15th
This document is part of our old archive. It was published on 2008-12-15.You can download it here: 0498_DragonWeek_081215.pdf
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Gavekal Research
Research Team
Dec 15th 2008
GaveKal Energy Weekly - Beijing to Launch Alernative-Energy Car Trials
This document is part of our old archive. It was published on 2008-12-15.You can download it here: GKChina081215.pdf
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Gavekal Research
Arthur Kroeber
Dec 15th 2008
China's Export Surprise
This document is part of our old archive. It was published on 2008-12-15.You can download it here: GKChina0812151.pdf
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Gavekal Research
Research Team
Dec 10th 2008
GaveKal Daily - The Asia Advantage
This document is part of our old archive. It was published on 2008-12-10.You can download it here: GKCheckingtheBoxesReports08121011.pdf
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Gavekal Research
Research Team
Dec 09th 2008
GaveKal Daily - Returning to the Asian Triple Merit Scenario
This document is part of our old archive. It was published on 2008-12-09.You can download it here: GKCheckingtheBoxesReports081209.pdf
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Gavekal Dragonomics
Research Team
Dec 08th 2008
China Economic Quarterly December 2008 - China's Prospects
China Economic Quarterly Q4 2008: China's Economic Prospects
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Gavekal Dragonomics
Research Team
Dec 08th 2008
DragonWeek 2008 December 8th
This document is part of our old archive. It was published on 2008-12-08.You can download it here: 0497_DragonWeek_081208.pdf
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Manufacturers
CEQ Q4 2008: Manufacturers
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Economy
CEQ Q4 2008: Economy
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Land reform
CEQ Q4 2008: Land Reform
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 05th 2008
CEQ Q4 2008 - Energy
CEQ Q4 2008: Energy
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Metals man
CEQ Q4 2008: Metals man
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Markets
CEQ Q4 2008: Markets
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 05th 2008
CEQ Q4 2008 - China economic prospects
CEQ Q4 2008: China's economic prospects
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Agriculture
CEQ Q4 2008: Agriculture
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Regional development
CEQ Q4 2008: Regional development
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 05th 2008
CEQ Q4 2008 - Book review
CEQ Q4 2008: Book review
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Gavekal Research
Research Team
Dec 04th 2008
GaveKal Daily - Asian Bond Buybacks Pick Up
This document is part of our old archive. It was published on 2008-12-04.You can download it here: GKCheckingtheBoxesReports0812041.pdf
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Gavekal Research
Research Team
Dec 02nd 2008
GaveKal Daily - Big RMB Move Spooks the Markets
This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKCheckingtheBoxesReports081202111.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2008
DragonWeek 2008 December 1st
This document is part of our old archive. It was published on 2008-12-01.You can download it here: 0485_DragonWeek_081201.pdf
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Gavekal Research
Research Team
Nov 28th 2008
Construction Quarterly - Q4 2008
[LEFT]China real estate and construction market review: December 2008[/LEFT]
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Gavekal Dragonomics
Arthur Kroeber, Ahmad Abdallah
Nov 26th 2008
Facing Up To Facts: Fuel Price Reform
With the price of crude oil now under US$50 a barrel, the discussion of Chinese energy pricing policy has reversed course. Six months ago, with the crude price at US$150, the question was how long China could sustain subsidies to keep retail fuel prices low. Today the question is when China will impose a fuel tax and liberalize its rigid price regime for gasoline and diesel. The answer is: soon. Policy makers recognize that price reform is...
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Gavekal Dragonomics
Research Team
Nov 24th 2008
DragonWeek 2008 November 24th
This document is part of our old archive. It was published on 2008-11-24.You can download it here: 0483_DragonWeek_081124.pdf
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Gavekal Dragonomics
Research Team
Nov 17th 2008
DragonWeek 2008 November 17th
This document is part of our old archive. It was published on 2008-11-17.You can download it here: 0482_DragonWeek_081117.pdf
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Gavekal Research
Research Team
Nov 17th 2008
Energy Efficiency in Chinese Industry
This document is part of our old archive. It was published on 2008-11-17.You can download it here: 025_2008-11_Komesaroff_Industrial efficiency1.pdf
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Gavekal Research
Arthur Kroeber
Nov 17th 2008
Are We Underestimating China's Export Exposure?
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina081117.pdf
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Gavekal Research
Research Team
Nov 17th 2008
GaveKal Energy Weekly - OPEC's Exaggerated Claims
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina0811171.pdf
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Gavekal Research
Research Team
Nov 14th 2008
Industrial Policy and Climate Change in China
This document is part of our old archive. It was published on 2008-11-14.You can download it here: 024_2008-11_Seligsohn_Energy and climate change.pdf
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Gavekal Research
Research Team
Nov 13th 2008
Macro Quarterly - Q4 2008
China economic outlook: November 2008
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Gavekal Research
Research Team
Nov 11th 2008
GaveKal Energy Weekly - How Will China's Stimulus Plan Affect Oil Demand
This document is part of our old archive. It was published on 2008-11-11.You can download it here: GaveKalEnergyDailyHowWillChinasStimulusPlanAffectO.pdf
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Gavekal Dragonomics
Research Team
Nov 10th 2008
DragonWeek 2008 November 10th
This document is part of our old archive. It was published on 2008-11-10.You can download it here: 0481_DragonWeek_081110.pdf
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Gavekal Research
Joyce Poon, Research Team
Nov 10th 2008
GaveKal Daily - China Pulling Out All the Stops
This document is part of our old archive. It was published on 2008-11-10.You can download it here: GaveKalDailyChinaPullingOutAlltheStops.pdf
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Gavekal Dragonomics
Research Team
Nov 04th 2008
DragonWeek 2008 November 4th
This document is part of our old archive. It was published on 2008-11-04.You can download it here: 0480_DragonWeek_081104.pdf
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Gavekal Research
Research Team
Nov 03rd 2008
GaveKal Daily - China Makes a Big Move
This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKCheckingtheBoxesReports081103.pdf
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Gavekal Research
Research Team
Nov 03rd 2008
GaveKal Energy Weekly - China's Coming Energy Policy Reforms
This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKCommodities081103.pdf
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Gavekal Dragonomics
Research Team
Oct 27th 2008
DragonWeek 2008 October 27th
This document is part of our old archive. It was published on 2008-10-27.You can download it here: 0479_DragonWeek_081027.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Oct 20th 2008
DragonWeek 2008 October 20th
This document is part of our old archive. It was published on 2008-10-20.You can download it here: 0478_DragonWeek_081020.pdf
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Gavekal Research
Arthur Kroeber
Oct 15th 2008
Apres Le Deluge: China in the Credit Crunch Aftermath
This document is part of our old archive. It was published on 2008-10-15.You can download it here: ApresLeDelugeChinaintheCreditCrunchAftermath.pdf
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Gavekal Research
Arthur Kroeber
Oct 03rd 2008
The Balance of Financial Power After the Credit Crisis
This document is part of our old archive. It was published on 2008-10-03.You can download it here: TheBalanceofFinancialPowerAftertheCreditCrisis.pdf
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Gavekal Dragonomics
Research Team
Sep 29th 2008
DragonWeek 2008 September 29th
This document is part of our old archive. It was published on 2008-09-29.You can download it here: 0476_DragonWeek_080929.pdf
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Gavekal Research
Research Team
Sep 29th 2008
GaveKal Energy Weekly - China's Oil Demand Wanes
This document is part of our old archive. It was published on 2008-09-29.You can download it here: GaveKalEnergyWeekly2.pdf
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Gavekal Research
Research Team
Sep 23rd 2008
A Quick Look at Other Bail-outs
This document is part of our old archive. It was published on 2008-09-23.You can download it here: AQuickLookatOtherBailouts.pdf
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Gavekal Research
Louis Gave
Sep 23rd 2008
The European Divergence Trade
This document is part of our old archive. It was published on 2008-09-23.You can download it here: TheEuropeanDivergenceTrade.pdf
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Gavekal Dragonomics
Research Team
Sep 22nd 2008
DragonWeek 2008 September 22nd
This document is part of our old archive. It was published on 2008-09-22.You can download it here: 0475_DragonWeek_080922.pdf
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Gavekal Dragonomics
Research Team
Sep 15th 2008
DragonWeek 2008 September 15th
This document is part of our old archive. It was published on 2008-09-15.You can download it here: 0474_DragonWeek_080915.pdf
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Gavekal Research
Research Team
Sep 12th 2008
Construction Quarterly - Q3 2008
[LEFT]China real estate and construction market review: September 2008
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Gavekal Research
Research Team
Sep 09th 2008
GaveKal Daily - China Misses the Celebration
This document is part of our old archive. It was published on 2008-09-09.You can download it here: GaveKalDailyChinaMissestheCelebration.pdf
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Gavekal Dragonomics
Research Team
Sep 08th 2008
DragonWeek 2008 September 8th
This document is part of our old archive. It was published on 2008-09-08.You can download it here: 0473_DragonWeek_0809081.pdf
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Gavekal Dragonomics
Research Team
Sep 08th 2008
DragonWeek 2008 September 8th
This document is part of our old archive. It was published on 2008-09-08.You can download it here: 0473_DragonWeek_080908.pdf
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Post Olympics
CEQ Q3 2008: Post Olympics
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Gavekal Dragonomics
Michael Komesaroff
Sep 05th 2008
CEQ Q3 2008 - Metals Man: The Pandaroo Tango
Australia has benefited more than most countries from the global resource boom. Since 2004 mineral exports have more than doubled and their share of total exports has grown from 35% to 50%. The Reserve Bank of Australia forecasts that this year’s increased iron ore and coal prices are likely to lift the country’s terms of trade by 15% and national income by 2-3% (see “Riding high”). Increased exports boosted mining company returns on equity from...
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Economy
CEQ Q3 2008: Economy
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Electricity
CEQ Q3 2008: Electricity
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Market
CEQ Q3 2008: Markets
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Climate change
CEQ Q3 2008: Climate change
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Foreign exchange
CEQ Q3 2008: Foreign exchange
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Huawei Technologies
CEQ Q3 2008: Huawei Technologies
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Book review
CEQ Q3 2008: Book review
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Gavekal Dragonomics
Research Team
Sep 04th 2008
China Economic Quarterly September 2008 - Climate Change
China Economic Quarterly Q3 2008: Climate Change
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Gavekal Dragonomics
Research Team
Sep 01st 2008
DragonWeek 2008 September 1st
This document is part of our old archive. It was published on 2008-09-01.You can download it here: 0459_DragonWeek_080901.pdf
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Gavekal Research
Arthur Kroeber, Rosealea Yao, Research Team
Aug 26th 2008
Enigma variations: unwrapping the riddle of China's electricity industry
This document is part of our old archive. It was published on 2008-08-26.You can download it here: 0458_ChinaInsight_080826_electricity.pdf
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Gavekal Research
Anatole Kaletsky, Arthur Kroeber, Louis Gave, Pierre Gave
Aug 26th 2008
Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -
This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf
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Gavekal Dragonomics
Research Team
Aug 25th 2008
DragonWeek 2008 August 25th
This document is part of our old archive. It was published on 2008-08-25.You can download it here: 0457_DragonWeek_080825.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2008
A Stimulus Package for China
This document is part of our old archive. It was published on 2008-08-25.You can download it here: AStimulusPackageforChina.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2008
About that Post-Olympics Hangover
This document is part of our old archive. It was published on 2008-08-25.You can download it here: AboutthatPostOlympicsHangover.pdf
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Gavekal Dragonomics
Arthur Kroeber
Aug 22nd 2008
Please Calm Down: Post-Olympic Growth And Fiscal 'Stimulus'
As the Olympics draw to a successful close, financial industry China-watchers are obsessed by two stories. First: China’s growth is about to slow dramatically, either as the result of global recessionary trends or because of a post-Olympic hangover. Second, the government is about to step in to counteract that slowdown with a massive fiscal stimulus package.
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Gavekal Research
Research Team
Aug 22nd 2008
GaveKal Daily - The Question of the Hour on China
This document is part of our old archive. It was published on 2008-08-22.You can download it here: GaveKalDailyTheQuestionoftheHouronChina.pdf
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Gavekal Dragonomics
Research Team
Aug 19th 2008
DragonWeek 2008 August 18th
This document is part of our old archive. It was published on 2008-08-19.You can download it here: 0455_DragonWeek_0808181.pdf
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Gavekal Dragonomics
Research Team
Aug 18th 2008
DragonWeek 2008 August 18th
This document is part of our old archive. It was published on 2008-08-18.You can download it here: 0455_DragonWeek_080818.pdf
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Gavekal Dragonomics
Research Team
Aug 04th 2008
DragonWeek 2008 August 4th
This document is part of our old archive. It was published on 2008-08-04.You can download it here: 0454_DragonWeek_080804.pdf
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Gavekal Research
Research Team
Aug 01st 2008
Macro Quarterly - Q3 2008
China economic outlook: July 2008
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Gavekal Research
Research Team
Aug 01st 2008
GaveKal Daily - Reviewing the US Growth Data
This document is part of our old archive. It was published on 2008-08-01.You can download it here: GaveKalDailyReviewingtheUSGrowthData.pdf
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Gavekal Research
Research Team
Jul 31st 2008
GaveKal Daily - Asia's Soft Landing, Despite Europe's Woes
This document is part of our old archive. It was published on 2008-07-31.You can download it here: GaveKalDailyAsiasSoftLandingDespiteEuropesWoes.pdf
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Gavekal Dragonomics
Research Team
Jul 28th 2008
DragonWeek 2008 July 28th
This document is part of our old archive. It was published on 2008-07-28.You can download it here: 0453_DragonWeek_080728.pdf
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Gavekal Research
Louis Gave
Jul 28th 2008
Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-28.You can download it here: TakingaPagefromtheHongKongPlaybook.pdf
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Gavekal Dragonomics
Research Team
Jul 22nd 2008
DragonWeek 2008 July 22nd
This document is part of our old archive. It was published on 2008-07-22.You can download it here: 0452_DragonWeek_080722.pdf
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Gavekal Research
Research Team
Jul 21st 2008
Is China the Cause of the Materials Reversal?
This document is part of our old archive. It was published on 2008-07-21.You can download it here: IsChinatheCauseoftheMaterialsReversal.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jul 18th 2008
Get Ready For The Soft Landing
There has been a lot of blather over the past few weeks about growth and inflation risks in China. Economists (the ones who grab the headlines anyway) seem about equally divided between those who fear an inflationary explosion - which can only be forestalled by an aggressive currency appreciation - and those who think growth is slowing so precipitously that the government will have to open the monetary taps in the second half of the year.
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Gavekal Research
Research Team
Jul 17th 2008
GaveKal Daily - Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-17.You can download it here: GaveKalDailyTakingaPagefromtheHongKongPlaybook2.pdf
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Gavekal Dragonomics
Research Team
Jul 14th 2008
DragonWeek 2008 July 14th
This document is part of our old archive. It was published on 2008-07-14.You can download it here: 0450_DragonWeek_080714.pdf
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Gavekal Research
Louis Gave
Jul 14th 2008
Asian Godfathers
This document is part of our old archive. It was published on 2008-07-14.You can download it here: GKFiveCorners09050510.pdf
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Gavekal Research
Research Team
Jul 11th 2008
GaveKal Daily - Will Beijing Crank Up the Market Ahead of the Olympics?
This document is part of our old archive. It was published on 2008-07-11.You can download it here: GaveKalDailyWillBeijingCrankUptheMarketAheadoftheO.pdf
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Gavekal Dragonomics
Research Team
Jul 07th 2008
DragonWeek 2008 July 7th
This document is part of our old archive. It was published on 2008-07-07.You can download it here: 0449_DragonWeek_080707.pdf
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