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Gavekal Research
Louis Gave
Nov 16th 2006
Jim Brock On Energy Substitution in China
This document is part of our old archive. It was published on 2006-11-16.You can download it here: JimBrockOnEnergySubstitutioninChina.pdf
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Gavekal Research
Louis Gave
Nov 16th 2006
Tom Miller on Renewable Energy in China
This document is part of our old archive. It was published on 2006-11-16.You can download it here: TomMilleronRenewableEnergyinChina.pdf
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Gavekal Research
Louis Gave
Nov 16th 2006
China Energy Conference Report
This document is part of our old archive. It was published on 2006-11-16.You can download it here: ChinaEnergyConferenceReport.pdf
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Gavekal Research
Charles Gave
Nov 14th 2006
We Remain Bullish HK Equities
This document is part of our old archive. It was published on 2006-11-14.You can download it here: WeRemainBullishHKEquities.pdf
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Gavekal Research
Charles Gave
Nov 13th 2006
And We Also Remain Bullish On HK Equities
This document is part of our old archive. It was published on 2006-11-13.You can download it here: AndWeAlsoRemainBullishOnHKEquities.pdf
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006 - all presentations
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 017_2006-11_ChinaEnergySummit_all.zip
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006: China's energy diversification strategy (Jim Brock, Cambridge Energy Research Associates)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 018_2006-11_JimBrock_EnergySubstitution.ppt
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006: Winds of change: outlook for renewables (Tom Miller, China Economic Quarterly)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 019_2006-11_CEQ_Renewables.ppt
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Nov 10th 2006
China Summit 2006: Chinese energy efficiency: a contradiction in terms? (Arthur Kroeber, Dragonomics Research & Advisory)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 020_2006-11_CEQ_EnergyEfficiency.ppt
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006: Oil: China's sticky supply chain (Matthew Flynn, Flynn Consulting)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 021_2006-11_Flynn_OilSupplyChain.ppt
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Gavekal Research
Research Team
Nov 10th 2006
China Summit 2006: China and the world's copper conundrum: to believe or not to believe? (Simon Hunt, Simon Hunt Strategic Services)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 022_2006-11_SimonHunt_Copper.ppt
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Gavekal Research
Research Team
Nov 10th 2006
China Summit 2006: China petrochemicals (John Richardson, ICIS Insight Asia)
China energy conference report
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Gavekal Research
Louis Gave
Oct 31st 2006
The Bull Market in Chinese Real Estate
This document is part of our old archive. It was published on 2006-10-31.You can download it here: TheBullMarketinChineseRealEstate.pdf
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Gavekal Research
Louis Gave
Oct 24th 2006
Second Annual GaveKal-Dragonomics China Conference
This document is part of our old archive. It was published on 2006-10-24.You can download it here: SecondAnnualGaveKal-DragonomicsChinaConference.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Oct 19th 2006
China Insight - China's economic performance Q1-3 2006
China's economic performance Q1-3 2006
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Gavekal Dragonomics
Arthur Kroeber
Oct 17th 2006
Five Easy Pages: Everything You Need To Know About Chinese Politics
With the Chinese economy humming along at a seemingly unstoppable 10+% growth pace, attention has drifted to the political scene, where President Hu Jintao has spent the last few weeks putting his stamp on things, first by arresting the corrupt Party boss of Shanghai, and then by using the Party Congress on October 8-10 to beat the drum for his ideology of a “harmonious society.” We take the opportunity presented by these events to lay out our...
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Gavekal Research
Louis Gave
Oct 17th 2006
The Asian Infrastructure Boom Continues
This document is part of our old archive. It was published on 2006-10-17.You can download it here: TheAsianInfrastructureBoomContinues.pdf
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Gavekal Research
Louis Gave
Sep 18th 2006
China Exports Deflation
This document is part of our old archive. It was published on 2006-09-18.You can download it here: ChinaExportsDeflation1.pdf
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Gavekal Research
Louis Gave
Sep 18th 2006
Odd Dichotomy Between the RMB and the HK$
This document is part of our old archive. It was published on 2006-09-18.You can download it here: OddDichotomyBetweentheRMBandtheHK$.pdf
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Gavekal Research
Louis Gave
Sep 14th 2006
The Mystery of Chinese Profits
This document is part of our old archive. It was published on 2006-09-14.You can download it here: TheMysteryofChineseProfits.pdf
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Gavekal Dragonomics
Arthur Kroeber
Sep 12th 2006
The Mystery Of Profit
A complaint we often hear from fund managers is “If China is really growing so fast, how come I can’t find anything to invest in?” Some conclude that because financial investors cannot find companies producing a decent rate of return, China must be faking its growth numbers. A recent variation on this theme is that the high aggregate profit numbers reported by Chinese industry in the past few years cannot be true, because most foreign portfolio...
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Sep 12th 2006
Chinese profits: are they for real?
This document is part of our old archive. It was published on 2006-09-12.You can download it here: 005_Profits.pdf
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Gavekal Research
Louis Gave
Sep 11th 2006
A Guest Column on Nuclear Energy
This document is part of our old archive. It was published on 2006-09-11.You can download it here: AGuestColumnonNuclearEnergy1.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Sep 01st 2006
CEQ Q3 2006 - Innovation: all the wrong places
CEQ Q3 2006: Innovation: all the wrong places
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Gavekal Dragonomics
Research Team
Sep 01st 2006
China Economic Quarterly September 2006 - Technology & Innovation
China Economic Quarterly Q3 2006: Technology & innovation
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Economic overview
CEQ Q3 2006: Economic overview
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Technology & Innovation: Let there be light
CEQ Q3 2006: Technology & Innovation
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - University spin-offs: Troubled tango
CEQ Q3 2006: University spin-offs: Troubled tango
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - The new bamboo network
CEQ Q3 2006: The new bamboo network
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - The ecology of innovation
CEQ Q3 2006: The ecology of innovation
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Economic census: more numbers games
CEQ Q3 2006: Economic census: more numbers games
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Comparative disadvantage: What China can't do
CEQ Q3 2006: Comparative disadvantage
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Down on the farm in Shandong
CEQ Q3 2006: Down on the farm in Shandong
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Gavekal Research
Arthur Kroeber, Research Team
Aug 31st 2006
China Insight - PBoC dilemma: fighting inflation vs helping the banks
PBOC dilemma: fighting inflation vs helping the banks
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Gavekal Research
Arthur Kroeber, Research Team
Jul 27th 2006
Tail wags the dog? China's impact on global inflation
This document is part of our old archive. It was published on 2006-07-27.You can download it here: 003_InflationVsDeflation.ppt
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Gavekal Research
Arthur Kroeber, Research Team
Jul 27th 2006
China's technology and innovation capacity
This document is part of our old archive. It was published on 2006-07-27.You can download it here: 004_Technology&Innovation.ppt
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Gavekal Research
Louis Gave
Jul 20th 2006
Dragonomics Brakes Down China's Growth Numbers
This document is part of our old archive. It was published on 2006-07-20.You can download it here: DragonomicsBrakesDownChinasGrowthNumbers.pdf
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Gavekal Research
Louis Gave
Jul 20th 2006
Hong Kong Adapts to the Brave New World
This document is part of our old archive. It was published on 2006-07-20.You can download it here: HongKongAdaptstotheBraveNewWorld.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jul 19th 2006
China Insight - China's economic performance H1 2006
China's economic performance H1 2006
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Gavekal Research
Arthur Kroeber, Research Team
Jul 05th 2006
China Insight - Dirty water ahead, but China sails on
Dirty weather ahead; China sails on
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Gavekal Research
Arthur Kroeber, Research Team
Jun 20th 2006
China Insight - China turns from deflation to inflation: a pretty story. But untrue
China turns from deflation to inflation: A pretty story. But untrue
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Gavekal Research
Louis Gave
Jun 13th 2006
Do Rising Labour Costs in China Entail Inflation?
This document is part of our old archive. It was published on 2006-06-13.You can download it here: DoRisingLabourCostsinChinaEntailInflation.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jun 12th 2006
China Insight - A-share delusions: an expert questions the bull run call
A-share delusions
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Gavekal Research
Louis Gave
Jun 08th 2006
The Impressive Growth in China's Road Construction
This document is part of our old archive. It was published on 2006-06-08.You can download it here: TheImpressiveGrowthinChinasRoadConstruction.pdf
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Gavekal Research
Louis Gave
Jun 08th 2006
The Bullish Growth in China's Road Infrastructure
This document is part of our old archive. It was published on 2006-06-08.You can download it here: TheBullishGrowthinChinasRoadInfrastructure.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 01st 2006
China Insight - Capital markets big bang: hold on to your hats
Capital markets big bang
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Gavekal Dragonomics
Research Team
Jun 01st 2006
China Economic Quarterly June 2006 - A survey of the export economy
China Economic Quarterly Q2 2006: A survey of the export economy
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Economic overview
CEQ Q2 2006: Economic overview
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Exports
CEQ Q2 2006: Exports
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Foreign exporters: computer age
CEQ Q2 2006: Foreign exporters: computer age
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