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Gavekal Dragonomics
Arthur Kroeber
Jul 05th 2005
The New China Price
After helping to drive down world prices of manufactured goods, and to drive up the price of commodities, China is now beginning to enter world asset markets, most notably in the purchases of distressed rich-country manufacturing firms and resource assets – as exemplified by Chinese offers in June to acquire two US companies, moribund white goods maker Maytag and mid-range oil/gas producer Unocal. As China increasingly internationalises, these...
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Gavekal Research
Arthur Kroeber, Research Team
Jul 05th 2005
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
Research Team
Jun 01st 2005
China Economic Quarterly June 2005 - Reviving the Northeast
China Economic Quarterly Q2 2005: Reviving the Northeast
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Gavekal Research
Research Team
Jun 01st 2005
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
Research Team
Jun 01st 2005
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
Research Team
Jun 01st 2005
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
Research Team
Jun 01st 2005
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
Research Team
Jun 01st 2005
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
Louis Gave
May 19th 2005
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
Arthur Kroeber, Research Team
Apr 20th 2005
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
Louis Gave
Apr 20th 2005
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
Arthur Kroeber, Research Team
Mar 29th 2005
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
Arthur Kroeber, Research Team
Mar 04th 2005
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
Research Team
Mar 01st 2005
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
Research Team
Mar 01st 2005
China Economic Quarterly Q1 2005 - The environment
China Economic Quarterly Q1 2005: The environment
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Gavekal Research
Research Team
Mar 01st 2005
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
Research Team
Mar 01st 2005
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
Research Team
Mar 01st 2005
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
Research Team
Mar 01st 2005
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
Research Team
Feb 28th 2005
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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