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Gavekal Research
Arthur Kroeber
Dec 23rd 2005
China Insight - China as employer and consumer
China as employer and consumer: Economic outlook for the 11th Five-year plan (2006-2010)
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Gavekal Research
Arthur Kroeber, Research Team
Dec 20th 2005
Economic census: a nice Christmas present
This document is part of our old archive. It was published on 2005-12-20.You can download it here: 0270_ceb2005_10_economic census.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Dec 05th 2005
Dragonomics survey: Multinational profits in China 1999-2004
This document is part of our old archive. It was published on 2005-12-05.You can download it here: 002_MNC profits_Summary 1999-2004.ppt
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Gavekal Dragonomics
Research Team
Dec 01st 2005
China Economic Quarterly December 2005 - Education in China
China Economic Quarterly Q4 2005: Education in China
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Economic overview
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0261_ceq2005q4_sec1_economy.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Building human capital - education in China
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0262_ceq2005q4_sec2_00educationfull.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2005
CEQ Q4 2005 - The fifty-year plan for education
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0263_ceq2005q4_sec2_01educationplan.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2005
CEQ Q4 2005 - Education finance: pay to play
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0264_ceq2005q4_sec2_02educationfinance.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Schools for migrants-scraping by
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0265_ceq2005q4_sec2_03educationmigrants.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2005
CEQ Q4 2005 - Bridging the skills gap
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0266_ceq2005q4_sec2_04educationskills.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - National champions - or chumps
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0267_ceq2005q4_sec3_01_autos0full.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Non-performing loans: stuck in the quicksand
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0268_ceq2005q4_sec3_02npls.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - MNC profits: let me down slow
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0269_ceq2005q4_sec3_03mncprofits.pdf
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Gavekal Research
Arthur Kroeber
Nov 22nd 2005
China Insight - Green Growth? Don't count on it
Green Growth? Don't count on it.
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Gavekal Research
Arthur Kroeber, Research Team
Nov 22nd 2005
Green growth? Don't count on it
This document is part of our old archive. It was published on 2005-11-22.You can download it here: 0258_CEQA_2005_08_fyp.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 22nd 2005
China as employer and consumer: Economic outlook for the 11th Five-year plan (2006-2010)
This document is part of our old archive. It was published on 2005-11-22.You can download it here: 0259_CEQA_2005_09_outlook.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Nov 17th 2005
The long and the short (run) of it: ideas from the CEQ/GaveKal China Summit 2005
This document is part of our old archive. It was published on 2005-11-17.You can download it here: 0257_ceb2005_09_growth&profits.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005 - all presentations
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 010_2005-11_China summit all presentations.zip
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: China's economic growth 1978 - 2025 (Carsten Holz, HK University of Science and Technology)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 011_2005-11_01_Holz_China Economic Growth 1978-2025.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: Demographic outlook dims China growth prospects (Clint Laurent, Asian Demographics)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 012_2005-11_02_AsianDemographics_Revised China Birth Rate.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: The Chinese customer becomes competitor (Simon Ogus, DSG Asia)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 013_2005-11_03_DSGAsia_Chinese Customer Becomes Competitor.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: China faces a higher cost of capital (Charles Gave, Gavekal Research)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 014_2005-11_04_GaveKal_China and Higher Cost of Capital.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 07th 2005
China Summit 2005: A long boom - but whose? (Arthur Kroeber Dragonomics)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 015_2005-11_05_CEQ_Long Boom But Whose.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: Profiting from property in China (Peter Churchouse, Lim Advisors)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 016_2005-11_06_Churchouse_China Profiting from Property.pdf
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Gavekal Research
Arthur Kroeber
Oct 28th 2005
China Insight - Confused about China's GDP? You should be!
Confused about China's GDP? You should be!
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Gavekal Research
Arthur Kroeber, Research Team
Oct 28th 2005
Confused about China's GDP? You should be!
This document is part of our old archive. It was published on 2005-10-28.You can download it here: 0256_CEQA_2005_07_gdp.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Oct 21st 2005
China's economic performance Q1-3 2005: Humming along
This document is part of our old archive. It was published on 2005-10-21.You can download it here: 0255_ceb2005_08_economyQ1-3.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Sep 30th 2005
Two questions for National Day: How big is the private sector? And why should we care?
This document is part of our old archive. It was published on 2005-09-30.You can download it here: 0254_ceb2005_07_privatesector.pdf
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Gavekal Research
Joe Studwell
Sep 23rd 2005
Are Chinese Profits Rolling Over
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
Sep 19th 2005
China Insight - Profits: over the hill...
Profits: over the hill
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Gavekal Research
Research Team
Sep 19th 2005
Profit: over the hills...
This document is part of our old archive. It was published on 2005-09-19.You can download it here: 0253_CEQA_2005_06_profits.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
China Economic Quarterly September 2005 - China's migrant labour
China Economic Quarterly Q3 2005: China's migrant labour
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Economic overview
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0244_ceq2005q3_sec1_economy.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Labour demographics: long boom, slow bust
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0246_ceq2005q3_sec2_01demographics.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Maligned and misunderstood: China's migrant workforce
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0245_ceq2005q3_sec2_00migrantlabor full.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Migrant labour mechanisms: The down and dirty
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0248_ceq2005q3_sec2_03labormechanisms.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Hukou reform: one step forward...
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0249_ceq2005q3_sec2_04hukou.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - China's high saving rate explained
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0250_ceq2005q3_sec3_01savings.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - The water shortage and what isn't being done to solve it
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0251_ceq2005q3_sec3_02water.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - The world prepares for the Chinese tourist wave
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0252_ceq2005q3_sec3_03tourism.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2005
China Insight - About that labor shortage...
About that labor shortage...
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Aug 25th 2005
About that labor shortage
This document is part of our old archive. It was published on 2005-08-25.You can download it here: 0242_CEQA_2005_05_labor.pdf
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Gavekal Research
Research Team
Aug 18th 2005
Technical standards: China Inc's new weapon in the world technology battle (Scott Kennedy, University of Indiana)
This document is part of our old archive. It was published on 2005-08-18.You can download it here: 009_2005-08_Technical standards and China Inc_Kennedy.ppt
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Gavekal Research
Arthur Kroeber
Jul 23rd 2005
China Insight - The wrap: July
The wrap: July
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Gavekal Research
Arthur Kroeber, Research Team
Jul 23rd 2005
The wrap: July
This document is part of our old archive. It was published on 2005-07-23.You can download it here: 0241_CEQA_2005_04_julywrap.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jul 23rd 2005
Understanding the end of the Rmb/USD peg
This document is part of our old archive. It was published on 2005-07-23.You can download it here: 0240_ceb2005_06_rmb.pdf
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Gavekal Research
Arthur Kroeber
Jul 21st 2005
China Insight - RMB/USD peg: goodbye and good riddance
RMB/USD peg: goodbye and good riddance
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Gavekal Research
Arthur Kroeber, Research Team
Jul 21st 2005
Rmb/USD peg: goodbye and good riddance
This document is part of our old archive. It was published on 2005-07-21.You can download it here: 0239_CEQA_2005_03_rmb.pdf
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Gavekal Research
Louis Gave
Jul 21st 2005
The Strong Chinese Growth Numbers
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
Jul 20th 2005
China's economic performance H1 2005
This document is part of our old archive. It was published on 2005-07-20.You can download it here: 0238_ceb2005_05_economy H1.pdf
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