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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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    Gavekal Research

    A bet on Blair is worth two on Bush

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    Gavekal Research

    What Are Our Models Saying Now

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    Gavekal Research

    What Are Our Models Saying Now

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    Gavekal Research

    IS Europe the Next Japan

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    The Euro's Numbers Don't Add Up

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    Gavekal Research

    The Ugly Contest

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    Gavekal Research

    Where the Sun Also Rises

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    Gavekal Research

    The US Economic Recovery is on Track

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    Gavekal Research

    Is Thatcherism Impossible in Europe?

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    Gavekal Dragonomics

    China Economic Quarterly Q2 2003 - China's oil quest

    China Economic Quarterly Q2 2003: China's oil quest

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0149_ceq2003q2_sec1_economy.pdf

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    Gavekal Research

    China's oil quest

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0150_ceq2003q2_sec2_oil.pdf

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    Gavekal Research

    2003 Bartons and Ruperts: more shameless grovelling

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0151_ceq2003q2_sec3_01bartons.pdf

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    Gavekal Research

    Bank reform in the slow lane

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0152_ceq2003q2_sec3_02bankreform.pdf

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    Gavekal Research

    Beijing's building binge

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0153_ceq2003q2_sec3_03beijingproperty.pdf

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    Gavekal Research

    SARS: the return of political risk and the future of Hong Kong

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0154_ceq2003q2_sec3_04sars.pdf

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    Gavekal Research

    Monkey King: Wang Qishan

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0155_ceq2003q2_sec3_05wangqishan.pdf

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    Putting the Corn Flakes Back Into the Box

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    Gavekal Research

    London and Frankfurt:Tale of Two Cities

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    Gavekal Research

    Reflections on May Day

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    Gavekal Research

    Where Will The Growth Come From?

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    Gavekal Research

    China Economic Bulletin, Q2 2003 (Jan-Mar data)

    This document is part of our old archive. It was published on 2003-04-17.You can download it here: 0147_ceb2003_2_economyQ1.pdf

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    Gavekal Research

    The Tobin Q Debate

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    Gavekal Research

    Brown's Believable Budget

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    Gavekal Research

    More Thoughts on SARS

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    Gavekal Research

    Saddam's Last Two Weeks

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    When it Rains, It Pours

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    Gavekal Research

    What History Will Say

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    Gavekal Research

    The Million Dollar Question

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    Slouching Towards Babylon

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    Gavekal Research

    An important Development

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    Gavekal Dragonomics

    China Economic Quarterly Q1 2003 - Inequality

    China Economic Quarterly Q1 2003: Inequality

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0139_ceq2003q1_sec1_economy.pdf

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