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Gavekal Research
Jan 01st 2000
Chart - Asian currencies vs VIX
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Gavekal Research
Jan 01st 2000
Chart - Suveys vs Asian Exports
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Gavekal Research
Jan 01st 2000
Chart - Shipping rates have collapsed
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Gavekal Research
Jan 01st 2000
Chart - Velocity vs GDP deflator
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Gavekal Research
Jan 01st 2000
Chart - US CPI vs Fed Target
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Gavekal Research
Jan 01st 2000
Chart - No signs of deflation in Europe
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Gavekal Research
Jan 01st 2000
Chart - German fixed income yields
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Gavekal Research
Jan 01st 2000
UK monetary conditions
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Gavekal Research
Jan 01st 2000
Chart - BoE bullets
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Gavekal Research
Jan 01st 2000
Chart - Japan's credit conditions
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Gavekal Research
Jan 01st 2000
Chart - China monetary policy inflationary
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Gavekal Research
Jan 01st 2000
Chart - Chinese credit conditions supportive
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Gavekal Research
Jan 01st 2000
Chart - The decline in housing sales is stabilizing
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Gavekal Research
Jan 01st 2000
Chart - The Fall In Land Sales Has Stopped Getting Worse
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Gavekal Research
Jan 01st 2000
Chart - US Private Sector Jobs Strength
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Gavekal Research
Jan 01st 2000
Chart - US payroll growth in private vs public sectors
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Gavekal Research
Jan 01st 2000
Chart - Labor component of ISM services jumps
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Gavekal Research
Jan 01st 2000
Chart - US Taylor rule suggests no big change in policy
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Gavekal Research
Jan 01st 2000
Chart - Private sector GDP vs total, indices
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Gavekal Research
Jan 01st 2000
Chart - US private sector GDP vs total, growth rates
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Gavekal Research
Jan 01st 2000
Chart - French twin deficits
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Gavekal Research
Jan 01st 2000
Chart - OAT spread over Germany + Italy
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Gavekal Research
Jan 01st 2000
Chart - Indonesian revenues from resources
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Gavekal Research
Jan 01st 2000
Chart - Indonesia fiscal policy
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Gavekal Research
Jan 01st 2000
lowest rate in five years. So far this has not caused problems: CPI has continued its structural downtrend, to around 4% YoY from as high as 17% as recently as 2005. Bank credit is now growing by over 25% YoY, a 12-point spread over nominal GDP. The last
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Gavekal Research
Jan 01st 2000
Chart - Indonesia fiscal policy
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Gavekal Research
Jan 01st 2000
Chart - SE Asia growth
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Gavekal Research
Jan 01st 2000
Charts - Indonesia exports
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Gavekal Research
Jan 01st 2000
Chart - ROE of US non financial companies
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Gavekal Research
Jan 01st 2000
Chart - SE Asia vs China equities
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Gavekal Research
Jan 01st 2000
Chart - ROE analysis for US non financials
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Gavekal Research
Jan 01st 2000
ROE analysis for US non financial companies
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Gavekal Research
Jan 01st 2000
Taiwanese export orders vs exports
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Gavekal Research
Jan 01st 2000
US ISM and Asian Tiger exports
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Gavekal Research
Jan 01st 2000
Chart - OAT spread over Germany + Italy
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Gavekal Research
Jan 01st 2000
Chart - US consumer credit deleveraging
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Gavekal Research
Jan 01st 2000
Chart - US corporate liquid assets relative to GDP
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Gavekal Research
Jan 01st 2000
Chart - US corporate liquid assets relative to tangible assets
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Gavekal Research
Jan 01st 2000
AUD v MSCI Zhong Hua Index
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Gavekal Research
Jan 01st 2000
Chart - The interest spread between IDR and AUD is narrowing
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Gavekal Research
Jan 01st 2000
Charts - AUD now offers higher short term yield than IDR
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Gavekal Research
Jan 01st 2000
Chart - HDB Resale Prices
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Gavekal Research
Jan 01st 2000
Chart - Falling Real Mortgage Rates
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Gavekal Research
Jan 01st 2000
Chart - Singapore Public vs Private Housing
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Gavekal Research
Jan 01st 2000
Charts - Singapore Total Public vs Private
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Gavekal Research
Jan 01st 2000
Chart - HDB Resale Flats Since 2007
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Gavekal Research
Jan 01st 2000
Chart - Singapore vs Hong Kong Property
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Gavekal Research
Jan 01st 2000
Chart - Singapore Private Land
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Gavekal Research
Jan 01st 2000
US consumer credit as % of disposable personal income
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Gavekal Research
Jan 01st 2000
US consumer credit growth: total, revolving & non-revovling
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Gavekal Research
Jan 01st 2000
US household debt as a % of disposable personal income
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Gavekal Research
Jan 01st 2000
US consumer credit broken down
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Gavekal Research
Jan 01st 2000
Government student loans drive non-revolving consumer credit growth
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Gavekal Research
Jan 01st 2000
US banks say demand for consumer loans starting to tick up again
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Gavekal Research
Jan 01st 2000
Chart - EMU exports to Russia
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Gavekal Research
Jan 01st 2000
Chart - Russian car market
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Gavekal Research
Jan 01st 2000
Chart - Indonesia subsidized fuel
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Gavekal Research
Jan 01st 2000
Indonesia inflation v Malaysia and Thailand
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Gavekal Research
Jan 01st 2000
Chart - Chinese Electricity Production and the Lunar New Year
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Gavekal Research
Jan 01st 2000
Russian monthly visitors to Thailand
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Gavekal Research
Jan 01st 2000
Chart - Chinese Power Production and the Lunar New Year
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Gavekal Research
Jan 01st 2000
US employed to non-employed ratio
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Gavekal Research
Jan 01st 2000
Chart - Chinese electricity production at CNY
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Gavekal Research
Jan 01st 2000
Chart - China CPI before CNY
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Gavekal Research
Jan 01st 2000
Chart - US employment / population ratio
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Gavekal Research
Jan 01st 2000
Chart - US prime worker ratio falling fast
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Gavekal Research
Jan 01st 2000
Chart - Prime worker ratios in developed world
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Gavekal Research
Jan 01st 2000
Chart - US participation rates: men, women & total
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Gavekal Research
Jan 01st 2000
Chart - US participation & employment ratios
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Gavekal Research
Jan 01st 2000
Chart - China faces Japan-like demographic challenge?
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Gavekal Research
Jan 01st 2000
Almost all the increase is from food prices
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Gavekal Research
Jan 01st 2000
Almost all the increase is from food prices
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Gavekal Research
Jan 01st 2000
Non-food inflation continues to come down
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Gavekal Research
Jan 01st 2000
Chart - US Nominal income proxy
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Gavekal Research
Jan 01st 2000
Chart - Us nominal income proxy
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Gavekal Research
Jan 01st 2000
Chart - China A vs HK H shares
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Gavekal Research
Jan 01st 2000
Chart - Chinese interbank liquidity
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Gavekal Research
Jan 01st 2000
Chart - China liquidity
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Gavekal Research
Jan 01st 2000
Chart - China liquidity
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Gavekal Research
Jan 01st 2000
Chart - Indonesia's falling CPI
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Gavekal Research
Jan 01st 2000
Chart - Indonesia subsidy spending
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Gavekal Research
Jan 01st 2000
Chart - Indonesia GDP vs loan growth
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Gavekal Research
Jan 01st 2000
Chart - Indonesia bond yields
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Gavekal Research
Jan 01st 2000
Chart - Indonesian subsidies
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Gavekal Research
Jan 01st 2000
Chart: Indonesia govt spending ex subsidy and interest
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Gavekal Research
Jan 01st 2000
Chart - US private sector growth
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Gavekal Research
Jan 01st 2000
Chart - US non-financial corporate assets
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Gavekal Research
Jan 01st 2000
AUD v IDR
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Gavekal Research
Jan 01st 2000
AUD PPP
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Gavekal Research
Jan 01st 2000
IDR PPP
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Gavekal Research
Jan 01st 2000
Chart - Japan debt vs revenues
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Gavekal Research
Jan 01st 2000
Chart - Japan implied inflation
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Gavekal Research
Jan 01st 2000
Chart- Indonesia wages
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Gavekal Research
Jan 01st 2000
Chart- Jakarta office stock versus occupancy
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Gavekal Research
Jan 01st 2000
Chart- Indonesia apartment stock versus price
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Gavekal Research
Jan 01st 2000
Chart- Indonesia NPL versus CPI
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Gavekal Research
Jan 01st 2000
Chart- Indonesia construction NPLs
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Gavekal Research
Jan 01st 2000
Chart - GaveKal Velocity Indicator
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Gavekal Research
Jan 01st 2000
China money supply numbers and A shares P/E ratio
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Gavekal Research
Jan 01st 2000
China money supply numbers and A shares P/E ratio
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