-
Gavekal Dragonomics
Arthur Kroeber
Aug 16th 2007
The Incredible Shrinking FX Fund
It is time to calm down about China’s State Investment Co. (SIC), which made its debut this spring with a ballyhooed US$3bn pre-IPO investment in US private equity firm Blackstone. The fund’s main initial purpose seems to be to act as a holding company for the government’s investments in the domestic financial sector. By the end of this year these investments will have consumed nearly two-thirds of SIC’s initial US$200bn funding, leaving a...
0 -
Gavekal Research
Louis Gave
Jul 27th 2007
The Changing Liquidity Environment
This document is part of our old archive. It was published on 2007-07-27.You can download it here: TheChangingLiquidityEnvironment.pdf
-
Gavekal Research
Arthur Kroeber
Jul 20th 2007
Three Flavors of Protectionism
This document is part of our old archive. It was published on 2007-07-20.You can download it here: ThreeFlavorsofProtectionism.pdf
-
Gavekal Research
Arthur Kroeber, Research Team
Jul 19th 2007
China Insight - China's economic performance H1 2007
China's economic performance H1 2007
-
Gavekal Dragonomics
Arthur Kroeber
Jul 18th 2007
Three Flavors Of Protectionism
China’s economy now depends on external demand to a degree unprecedented in the past three decades. Does this dependence create vulnerability to protectionism in key markets, especially the US? Not really. Despite trade’s increased importance, the Chinese economy is driven, as it always has been, mainly by domestic factors. Moreover the constituencies for traditional protectionism of goods are slowly dying off in all the advanced economies. This...
-
Gavekal Research
Louis Gave
Jun 21st 2007
A New Kind of Protectionism
This document is part of our old archive. It was published on 2007-06-21.You can download it here: ANewKindofProtectionism1.pdf
-
Gavekal Research
Arthur Kroeber
Jun 21st 2007
China's Equity Bubble is Not Retail Driven
This document is part of our old archive. It was published on 2007-06-21.You can download it here: ChinasEquityBubbleisNotRetailDriven.pdf
-
Gavekal Research
Anatole Kaletsky, Louis Gave
Jun 13th 2007
A Brief Review of Our Internal Discussions
This document is part of our old archive. It was published on 2007-06-13.You can download it here: ABriefReviewofOurInternalDiscussions.pdf
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
China Economic Quarterly June 2007 - Dragon abroad
China Economic Quarterly Q2 2007: Dragon abroad
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Economy
CEQ Q2 2007: Economy
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Foreign policy
CEQ Q2 2007: Foreign policy
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Africa
CEQ Q2 2007: Africa
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Russia
CEQ Q2 2007: Russia
-
Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 01st 2007
CEQ Q2 2007 - Latin America
CEQ Q2 2007: Latin America
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Mexico
CEQ Q2 2007: Mexico
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Retail
CEQ Q2 2007: Retail
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - House prices
CEQ Q2 2007: House prices
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Enterprise income tax
CEQ Q2 2007: Enterprise income tax
-
Gavekal Research
Research Team
Jun 01st 2007
China & Its Growing Navy
This document is part of our old archive. It was published on 2007-06-01.You can download it here: China&ItsGrowingNavy.pdf
-
Gavekal Dragonomics
Arthur Kroeber
May 30th 2007
Matador Meets Raging Bull
On the night of May 29, China’s Ministry of Finance announced a 20 basis-point increase in the transaction tax on stock sales (from 10 to 30 bp). This prompted a 6.5 percent drop in the Shanghai Composite index the next day, the biggest one-day fall since a 9-percent sell-off on February 27. Is the government finally getting serious about preventing a stock-market bubble? We believe so.
-
Gavekal Research
Louis Gave
May 30th 2007
Matador Meets Raging Bull
This document is part of our old archive. It was published on 2007-05-30.You can download it here: MatadorMeetsRagingBull1.pdf
-
Gavekal Research
Louis Gave
May 21st 2007
The Importance of China's Financial Reforms
This document is part of our old archive. It was published on 2007-05-21.You can download it here: TheImportanceofChinasFinancialReforms.pdf
-
Gavekal Research
Louis Gave
May 17th 2007
Quarterly Strategy Chart Book - 2Q07 - So What Now?
This document is part of our old archive. It was published on 2007-05-17.You can download it here: QuarterlyStrategyChartBook-2Q07-SoWhatNow.pdf
-
Gavekal Research
Louis Gave
May 07th 2007
The Joys of Golden Week
This document is part of our old archive. It was published on 2007-05-07.You can download it here: TheJoysofGoldenWeek1.pdf
-
Gavekal Research
Louis Gave
May 02nd 2007
Part 2: So What Should We Worry About?
This document is part of our old archive. It was published on 2007-05-02.You can download it here: Part2SoWhatShouldWeWorryAbout1.pdf
-
Gavekal Research
Arthur Kroeber, Research Team
Apr 27th 2007
China Insight - Chinese consumption: miracle or myth?
Consumption: a Chinese puzzle
-
Gavekal Research
Arthur Kroeber, Research Team
Apr 20th 2007
China's economic perfomance Q1 2007
China's economic performance Q1 2007
-
Gavekal Research
Arthur Kroeber, Research Team
Apr 16th 2007
The third wave (NPC roundup part 2)
NPC roundup part II
-
Gavekal Research
Louis Gave
Apr 11th 2007
China Raises Reserve Requirements Again
This document is part of our old archive. It was published on 2007-04-11.You can download it here: ChinaRaisesReserveRequirementsAgain.pdf
-
Gavekal Research
Louis Gave
Apr 11th 2007
Money Flows Back to HK
This document is part of our old archive. It was published on 2007-04-11.You can download it here: MoneyFlowsBacktoHK.pdf
-
Gavekal Research
Arthur Kroeber, Research Team
Mar 29th 2007
China Insight - Hors d'oeuvres from Chef Wen (NPC roundup part 1)
NPC roundup part 1
-
Gavekal Dragonomics
Arthur Kroeber
Mar 23rd 2007
How To Think About The Renminbi
Twice in the last six months we have been treated to “renminbi acceleration” stories, with analysts extrapolating from short-term increases in the rate of RMB appreciation to predict a rise in the RMB/USD rate of 6-10% this year. We give here a brief explanation of why you should ignore all such stories – or at best treat them as short-term, rather than long-term trading opportunities.
-
Gavekal Research
Louis Gave
Mar 23rd 2007
Food Prices & Asian Inflation
This document is part of our old archive. It was published on 2007-03-23.You can download it here: FoodPrices&AsianInflation.pdf
-
Gavekal Research
Louis Gave
Mar 14th 2007
China's Growth Drivers
This document is part of our old archive. It was published on 2007-03-14.You can download it here: ChinasGrowthDrivers.pdf
-
Gavekal Research
Louis Gave
Mar 13th 2007
A Chinese Puzzle
This document is part of our old archive. It was published on 2007-03-13.You can download it here: AChinesePuzzle.pdf
-
Gavekal Dragonomics
Research Team
Mar 01st 2007
China Economic Quarterly March 2007 - Politics
China Economic Quarterly Q1 2007: Politics
-
Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Economy
CEQ Q1 2007: Economy
-
Gavekal Dragonomics
Arthur Kroeber, Research Team
Mar 01st 2007
CEQ Q1 2007 - Governance
CEQ Q1 2007: Governance
-
Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Politics
CEQ Q1 2007: Politics
-
Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Politics and business
CEQ Q1 2007: Politics and business
-
Gavekal Dragonomics
Tom Miller, Research Team
Mar 01st 2007
CEQ Q1 2007 - Railways
CEQ Q1 2007: Railways
-
Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Financial services
CEQ Q1 2007: Financial services
-
Gavekal Dragonomics
Tom Miller, Research Team
Mar 01st 2007
CEQ Q1 2007 - Family planning
CEQ Q1 2007: Family planning
-
Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Taxes
CEQ Q1 2007: Taxes
-
Gavekal Dragonomics
Arthur Kroeber
Feb 13th 2007
Consumption: A Chinese Puzzle
Everyone wants to know about the Chinese consumption story. We have spent much of the past two months digging into it and can report that:
-
Gavekal Research
Arthur Kroeber, Research Team
Jan 26th 2007
China Insight - China's economic performance 2006
Economic performance 2006
-
Gavekal Research
Louis Gave
Jan 26th 2007
Risk 3 - Asian Central Bankers Change Their Policies?
This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk3-AsianCentralBankersChangeTheirPolicies.pdf
-
Gavekal Dragonomics
Arthur Kroeber
Jan 25th 2007
Financial Reform: Full Speed Ahead
Do not be deceived by the bland rhetoric emanating from last weekend’s Central Financial Work Conference. Behind the scenes an enormous amount of work has been done to pave the way for wide-reaching financial sector reforms encompassing the banks, capital markets, domestic monetary policy, exchange-rate policy, and reserves management, many of which will be rolled out in the next 6-9 months.
-
Gavekal Research
Louis Gave
Jan 22nd 2007
China in 2007: More Of the Same
This document is part of our old archive. It was published on 2007-01-22.You can download it here: Chinain2007MoreOftheSame.pdf
-
Gavekal Research
Arthur Kroeber, Research Team
Jan 16th 2007
China Insight - China market outlook 2007
China market outlook 2007
Home
