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    Gavekal Research

    The New 'China Price'

    This document is part of our old archive. It was published on 2005-07-05.You can download it here: 0236_CEQA_2005_01_acquisitions.pdf

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    Gavekal Dragonomics

    China Economic Quarterly June 2005 - Reviving the Northeast

    China Economic Quarterly Q2 2005: Reviving the Northeast

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0231_ceq2005q2_sec1_economy.pdf

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    Gavekal Research

    Up from the abyss: reviving the Northeast

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0232_ceq2005q2_sec2_northeast.pdf

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    Gavekal Research

    A tisket, a tasket, a band not a basket

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0233_ceq2005q2_sec3_01currency.pdf

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    Gavekal Research

    Satellite (city) launch

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0234_ceq2005q2_sec3_02satellitecities.pdf

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    Gavekal Research

    The cheap shall inherit

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0235_ceq2005q2_sec3_03hotels.pdf

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    Gavekal Research

    The Korean & HK Currency Announcements

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    China's economic performance Q1 2005

    This document is part of our old archive. It was published on 2005-04-20.You can download it here: 0229_ceb2005_04_economy Q1.pdf

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    Gavekal Research

    Is the RMB a Value-Trap?

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Fresh thoughts on inflation

    This document is part of our old archive. It was published on 2005-03-29.You can download it here: 0228_ceb2005_03_inflation.pdf

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    Gavekal Research

    The outlook: more of the same, but...

    This document is part of our old archive. It was published on 2005-03-04.You can download it here: 0221_ceb2005_02_outlook.pdf

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    Gavekal Dragonomics

    Environment: the big fix

    This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0224_ceq2005q1_sec2_environment.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q1 2005 - The environment

    China Economic Quarterly Q1 2005: The environment

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0223_ceq2005q1_sec1_economy.pdf

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    Gavekal Research

    Politics: the New Left

    This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0225_ceq2005q1_sec3_01newleft.pdf

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    Gavekal Research

    The new Silk Road: Central Asia

    This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0226_ceq2005q1_sec3_02centralasia.pdf

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    Gavekal Research

    Private enterprise: faster, higher, stronger

    This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0227_ceq2005q1_sec3_03privatesector.pdf

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    Gavekal Research

    China and the typhoon global savings surplus (Charles Dumas, Lombard Street Research)

    This document is part of our old archive. It was published on 2005-02-28.You can download it here: 007_2005-02_Typhoon surplus_Dumas.ppt

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    Gavekal Research

    China's coming hard landing (Diana Choyleva, Lombard Street Research)

    This document is part of our old archive. It was published on 2005-02-25.You can download it here: 008_2005-02_Hard landing_Choyleva.ppt

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    Gavekal Research

    The Revaluation of Asian 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

    China's economic performance 2004

    This document is part of our old archive. It was published on 2005-01-25.You can download it here: 0220_ceb2005_01_economy 2004.pdf

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    Gavekal Research

    China: Recent Past, Current Present & Near Future

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Dragonomics

    China Economic Quarterly 2004 Q4 - Profits and growth outlook

    China Economic Quarterly Q4 2004: Profits and growth outlook

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    Gavekal Research

    Economic outlook

    This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0217_ceq2004q4_sec1_economy.pdf

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    Gavekal Research

    Profits and growth outlook

    This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0218_ceq2004q4_sec2_profitsandgrowth.pdf

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    Gavekal Research

    Textiles: life after quotas

    This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0219_ceq2004q4_sec3_01textiles.pdf

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    Gavekal Research

    Television: semi-open Channel

    This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0220_ceq2004q4_sec3_02television.pdf

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    Gavekal Research

    China Misconceptions

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    The PBoC is not the Fed (Part II): China's currency policy

    This document is part of our old archive. It was published on 2004-11-05.You can download it here: 0215_ceb2004_13_currency.pdf

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    Gavekal Research

    The PBoC is not the Fed (Part I): The facts about China's interest-rate policy

    This document is part of our old archive. It was published on 2004-11-03.You can download it here: 0214_ceb2004_12_interestrates.pdf

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    Gavekal Research

    Economic performance Q1-3 2004

    This document is part of our old archive. It was published on 2004-10-25.You can download it here: 0213_ceb2004_11_economyQ1-3.pdf

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    Gavekal Research

    China Summit 2004: SWOT analysis of Chinese companies (JP Huang, JPI Group, Beijing)

    This document is part of our old archive. It was published on 2004-10-20.You can download it here: 004_2004-10_SWOT of Chinese companies_JP Huang.ppt

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    Gavekal Research

    China Summit 2004: Mergers and acquisitions in China (Wang Wei, China M&A Association)

    This document is part of our old archive. It was published on 2004-10-20.You can download it here: 005_2004-10_M&A Strategy and Operations in China_Wang Wei.ppt

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    Gavekal Research

    China Summit 2004: Chinese companies go global (Dragonomics)

    This document is part of our old archive. It was published on 2004-10-20.You can download it here: 006_2004-10_Chinese companies go global_CEQ.ppt

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    Gavekal Research

    Revision to 2003 economic data

    This document is part of our old archive. It was published on 2004-10-15.You can download it here: 0212_ceb2004_10_2003datarevisions.pdf

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    Gavekal Research

    No 'Labour-shortage' - just a labour market

    This document is part of our old archive. It was published on 2004-10-14.You can download it here: 0211_ceb2004_09_labourshortage.pdf

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    Gavekal Research

    The D'long collapse: what it means (and doesn't mean)

    This document is part of our old archive. It was published on 2004-09-15.You can download it here: 0210_ceb2004_08_dlong.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q3 2004 - WTO after 3 years

    China Economic Quarterly Q3 2004: WTO after 3 years

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0206_ceq2004q3_sec1_economy.pdf

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    Gavekal Research

    WTO: after three years, has it worked?

    This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0207_ceq2004q3_sec2_wto.pdf

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    Gavekal Research

    Bank reform: the quest for adequate capital

    This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0208_ceq2004q3_sec3_01banks.pdf

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    Gavekal Research

    China business books

    This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0209_ceq2004q3_sec3_02books.pdf

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    Gavekal Research

    Economic performance H1 2004

    This document is part of our old archive. It was published on 2004-07-19.You can download it here: 0204_ceb2004_07_economyH1.pdf

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    Gavekal Dragonomics

    China's economy: who owns it? An analysis of China's corporate sector by ownership (Dragonomics)

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 003_2004-06_Chinas economy- who owns it.ppt

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    Gavekal Research

    China's economy: who owns it? Changes in ownership patterns in China's economy, 1992-2002

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 00_China's economy - who owns it_June 2004.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q2 2004 - Southeast Asia and China

    China Economic Quarterly Q2 2004: Southeast Asia and China

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0198_ceq2004q2_sec1_economy.pdf

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    Gavekal Research

    Southeast Asia and China: it is love?

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0199_ceq2004q2_sec2_seasia.pdf

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    Gavekal Research

    Privatisation: the great state sell-down

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0200_ceq2004q2_sec3_01privatisation.pdf

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    Gavekal Research

    Power: too much, too late

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0201_ceq2004q2_sec3_02electricity.pdf

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    Gavekal Research

    Consumer markets: more is less

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0202_ceq2004q2_sec3_03consumer.pdf

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    Gavekal Research

    Onlines Games

    This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0203_ceq2004q2_sec3_04onlinegames.pdf

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    Gavekal Research

    The bust begins?

    This document is part of our old archive. It was published on 2004-04-30.You can download it here: 0196_ceb2004_06_bustbegins.pdf

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    Gavekal Research

    Economic performance Q1 2004

    This document is part of our old archive. It was published on 2004-04-16.You can download it here: 0195_ceb2004_05_economyQ1.pdf

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    Gavekal Research

    China's companies climb the technology ladder (Ming Zeng, Cheung Kong Graduate Business School, Beijing)

    This document is part of our old archive. It was published on 2004-04-01.You can download it here: 001_2004-04_Chinese companies tech ladder_Zeng Ming.ppt

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    Gavekal Research

    China's technology capacity (Dragonomics)

    This document is part of our old archive. It was published on 2004-04-01.You can download it here: 002_2004-04_ChinaTech_CEQ.ppt

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    Gavekal Research

    National People's Congress 2004

    This document is part of our old archive. It was published on 2004-03-18.You can download it here: 0194_ceb2004_04_npc2004.pdf

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    Gavekal Research

    China Economic Bulletin, Q4 2003 (Jan-Sep data)

    This document is part of our old archive. It was published on 2004-03-09.You can download it here: 0172_ceb2003_4_economyQ1-3.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q1 2004 - Land

    China Economic Quarterly Q1 2004: Land

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0185_ceq2004q1_sec1_economy.pdf

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    Gavekal Research

    Land: righting the wrongs - Urban land

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0186_ceq2004q1_sec2_land.pdf

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    Gavekal Research

    China's rural land

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0187_ceq2004q1_sec2_land_01rural.pdf

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    Gavekal Research

    Rural policy

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0188_ceq2004q1_sec2_land_02ruralpolicy.pdf

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    Gavekal Research

    Urban land

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0189_ceq2004q1_sec2_land_03urban.pdf

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    Gavekal Research

    Property markets

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0190_ceq2004q1_sec2_land_04realestate.pdf

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    Gavekal Research

    Government finance: the deficit blues again

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0191_ceq2004q1_sec3_01fiscal.pdf

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    Gavekal Research

    Statistics: measuring the service economy

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0192_ceq2004q1_sec3_02services.pdf

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    Gavekal Research

    Companies: D'long

    This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0193_ceq2004q1_sec3_03dlong.pdf

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    Gavekal Research

    China's economic performance 2003

    This document is part of our old archive. It was published on 2004-02-27.You can download it here: 0183_ceb2004_03_economy2003.pdf

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    Gavekal Research

    Inflation returns: how worried should we be?

    This document is part of our old archive. It was published on 2004-02-05.You can download it here: 0182_ceb2004_02_inflation.pdf

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    Gavekal Research

    Understanding China's bank bailout

    This document is part of our old archive. It was published on 2004-01-19.You can download it here: 0181_ceb2004_01_bankbailout.pdf

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    Gavekal Research

    Reviewing our Euro Mistake

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Dragonomics

    China Economic Quarterly Q4 2003 - China tech

    China Economic Quarterly Q4 2003: China tech

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0174_ceq2003q4_sec1_economy.pdf

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    Gavekal Research

    Chinese technology: the right stuff?

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0175_ceq2003q4_sec2_technology.pdf

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    Gavekal Research

    Low-tech/high-tech?

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0176_ceq2003q4_sec2_technology_01mfg.pdf

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    Gavekal Research

    Semi conductors

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0177_ceq2003q4_sec2_technology_02semi.pdf

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    Gavekal Research

    Research and development

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0178_ceq2003q4_sec2_technology_03r&d.pdf

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    Gavekal Research

    China's debt: mountain or molehill?

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0179_ceq2003q4_sec3_01debt.pdf

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    Gavekal Research

    New style joint ventures

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0180_ceq2003q4_sec3_02jvs.pdf

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    Gavekal Research

    What's Next from Central Banks?

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Communist France vs Capitalist France

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Can Bush Tame the US$ Genii?

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    China Economic Bulletin, Q3 2003 (Jan-Jun data)

    This document is part of our old archive. It was published on 2003-09-29.You can download it here: 0156_ceb2003_3_economyH1.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q3 2003 - The Chinese company

    China Economic Quarterly Q3 2003: The Chinese company

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0158_ceq2003q3_sec1_economy.pdf

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    Gavekal Research

    SOES: the quest for global champions

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0159_ceq2003q3_sec2_01globalsoes.pdf

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    Gavekal Research

    SOES: a hundred firecrackers pop

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0160_ceq2003q3_sec2_02firecrackers.pdf

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    Gavekal Research

    Privatisation: not yet

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0161_ceq2003q3_sec2_03corporatisation.pdf

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    Gavekal Research

    Case study: Baosteel

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0162_ceq2003q3_sec2_04baosteel.pdf

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    Gavekal Research

    Case study: China Merchants Bank

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0163_ceq2003q3_sec2_05cmb.pdf

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    Gavekal Research

    China's economic structure (table)

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0164_ceq2003q3_sec2_06_economystructuretable.pdf

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    Gavekal Research

    Zhejiang: at long last, capitalism

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0165_ceq2003q3_sec2_07_zhejiang.pdf

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    Gavekal Research

    Red capitalists: who's co-opting who?

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0166_ceq2003q3_sec2_08_redcapitalists.pdf

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    Gavekal Research

    Case study: TCL

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0167_ceq2003q3_sec2_09_tcl.pdf

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    Gavekal Research

    Case study: Neusoft

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0168_ceq2003q3_sec2_10_neusoft.pdf

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    Gavekal Research

    Case study: Hainan air

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0169_ceq2003q3_sec2_11_hainanair.pdf

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    Gavekal Research

    Stock markets: really weird

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0170_ceq2003q3_sec2_12_stockmarkets.pdf

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    Gavekal Research

    Financial media: more light

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0171_ceq2003q3_sec2_13_media.pdf

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