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Gavekal Research
Jan 01st 2000
Chart - South Korean Won post-crisis
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Gavekal Research
Jan 01st 2000
Chart - Korean equities vs USTs
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Gavekal Research
Jan 01st 2000
Chart - South Korean financials
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Gavekal Research
Jan 01st 2000
Chart - South Korea m1 after crisis
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Gavekal Research
Jan 01st 2000
Chart - South Korean PPP
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Gavekal Research
Jan 01st 2000
Chart - Spanish equities vs US bonds
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Gavekal Research
Jan 01st 2000
Chart - Spanish banks and CDS
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Gavekal Research
Jan 01st 2000
Chart - Spanish debt trap
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Gavekal Research
Jan 01st 2000
Chart - Spain vs Japan 20 years lag
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Gavekal Research
Jan 01st 2000
Chart - French twin deficits
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Gavekal Research
Jan 01st 2000
Flow of credit to real estate development improved markedly in Q1
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Mortgage lending and leverage is still low
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - US cyclical labor market indicator
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Gavekal Research
Jan 01st 2000
Chart - Fiscal deficit as % of GDP
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Gavekal Research
Jan 01st 2000
Chart - Relative EMU vs global equities
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Gavekal Research
Jan 01st 2000
Chart - UST yields return to bottom range
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Gavekal Research
Jan 01st 2000
Charts - UST pricing for negative growth
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Gavekal Research
Jan 01st 2000
Chart - US growth indicators
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Gavekal Research
Jan 01st 2000
Chart - IndiaChina 1
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Gavekal Research
Jan 01st 2000
China - China-India 2
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Gavekal Research
Jan 01st 2000
Chart - ChinaIndia 3
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Gavekal Research
Jan 01st 2000
Chart - IndiaChina 4
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Gavekal Research
Jan 01st 2000
Hong Kong property prices vs. transactions
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Gavekal Research
Jan 01st 2000
Chart - German economic surveys up
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Gavekal Research
Jan 01st 2000
Chart - Germany's m issed property boom
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Gavekal Research
Jan 01st 2000
Chart - German property boom
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Gavekal Research
Jan 01st 2000
LTRO
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Gavekal Research
Jan 01st 2000
EMU monetary base
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Gavekal Research
Jan 01st 2000
Spanish GDP and interest rates
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Gavekal Research
Jan 01st 2000
Spain had a credit boom, Germany didn't
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Gavekal Research
Jan 01st 2000
Spain had a housing boom, Germain didn't
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Gavekal Research
Jan 01st 2000
Chart - Leading the leading indicators
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Gavekal Research
Jan 01st 2000
Chart - GaveKal diffusion index of economic sensitive prices
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Gavekal Research
Jan 01st 2000
Chart - The GaveKal Q indicator
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Gavekal Research
Jan 01st 2000
Chart - Greece primary deficit improving
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Gavekal Research
Jan 01st 2000
China's investment growth drivers are shifting away from infrastructure
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Auto sales as a leading indicator for labor markets
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Gavekal Research
Jan 01st 2000
Chart - EMU bank stocks ouch
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Gavekal Research
Jan 01st 2000
Chart - Fed's USD swap lines put cieling on Libor
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Gavekal Research
Jan 01st 2000
Chart - Euro Ted Spread
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Gavekal Research
Jan 01st 2000
Chart - S&P vs euro
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Gavekal Research
Jan 01st 2000
Chart - German trade surplus with Asia?
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Gavekal Research
Jan 01st 2000
Chart - German vendor financing myth
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Gavekal Research
Jan 01st 2000
Chart - German trade surplus with Asia?
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Gavekal Research
Jan 01st 2000
Chart - Germany imports less from Asia
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Gavekal Research
Jan 01st 2000
China's private sector is blooming
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
China's industrial SOEs leveraged up after the global financial crisis
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
China's industrial SOEs leveraged up after the global financial crisis
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
China's industrial SOEs leveraged up after the global financial crisis
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Industrial SOEs have lost many of their efficiency gains
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart 1 - India
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Gavekal Research
Jan 01st 2000
Chart 2 - India
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Gavekal Research
Jan 01st 2000
Chart 3 - India
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Gavekal Research
Jan 01st 2000
Chart - S&P 500 and RSI
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Gavekal Research
Jan 01st 2000
Chart - S&P and put/call ratio
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Gavekal Research
Jan 01st 2000
The recent surge in bill financing is similar to early 2009
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart 1 - Philippines
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Gavekal Research
Jan 01st 2000
Chart 2 - Philippines
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Gavekal Research
Jan 01st 2000
Deposits of private non-banks sectors at local MFIs
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Gavekal Research
Jan 01st 2000
Chart 1 - Sweden
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Gavekal Research
Jan 01st 2000
Chart 2 - Sweden
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Gavekal Research
Jan 01st 2000
Chart - Pound and euro against dollar
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Gavekal Research
Jan 01st 2000
French banks holding of French government bonds
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Gavekal Research
Jan 01st 2000
French banks holding of French government bonds
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Gavekal Research
Jan 01st 2000
Chart - Punishingly high Selic target rate
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Gavekal Research
Jan 01st 2000
China's SOEs are still retreating, but more slowly
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
China's SOEs are still retreating, but more slowly
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Downsizing of Chinese SOEs has stopped in recent years
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
A widening gap between the average SOE and average private firm
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
A widening gap between the average SOE and average private firm
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
A widening gap between the average SOE and average private firm
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - Brazil net public debt to GDP
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Gavekal Research
Jan 01st 2000
Chart - Brazil net public debt to GDP
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Gavekal Research
Jan 01st 2000
Chart - SGD dollar model on CHF, RMB, oil
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Gavekal Research
Jan 01st 2000
Housing inventories in China have started to decline
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
China's construction starts point to slower completions growth
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - Irish GDP since crisis
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Gavekal Research
Jan 01st 2000
Chart - Irish bank deposits since crisis
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Gavekal Research
Jan 01st 2000
China's corn imports are still just a drop in the bucket
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Housing in big Chinese cities is rapidly getting more affordable
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - CNH Bond Chart
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Gavekal Research
Jan 01st 2000
Chart - Gov't debt per worker
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Gavekal Research
Jan 01st 2000
Chart - Japan contributions to GDP
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Gavekal Research
Jan 01st 2000
Chart - Japan's 2003 VAR shock
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Gavekal Research
Jan 01st 2000
Chart - Inditex biggest stock in Spain
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Gavekal Research
Jan 01st 2000
Chart - India growth across board
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Gavekal Research
Jan 01st 2000
Chart Myanmar Trade
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Gavekal Research
Jan 01st 2000
China's growth is clearly slowing but has not gone to zero
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
China has room to deliver additional fiscal stimulus this year
Due to copyright restrictions, this chart is not available for download.
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Gavekal Research
Jan 01st 2000
Chart - HK Property Prices Follow Transactions
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Gavekal Research
Jan 01st 2000
Chart - Hong Kong Loan to Deposit Ratos
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Gavekal Research
Jan 01st 2000
Chart - HK Mortgage Loans vs Property Prices
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Gavekal Research
Jan 01st 2000
Chart - Hong Kong Property & China Liquidity
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Gavekal Research
Jan 01st 2000
Chart - HK Mortgage to Income Ratio
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Gavekal Research
Jan 01st 2000
Chart - US Employment & Hours Worked
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Gavekal Research
Jan 01st 2000
Chart - US Employmnet Deleveraging vs Non-Deleveraging
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Gavekal Research
Jan 01st 2000
Chart - German Stocks vs Bunds
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Gavekal Research
Jan 01st 2000
Chart - Our Model Points to Lower EUR
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Gavekal Research
Jan 01st 2000
Chart - German Sentiment vs Imports
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Gavekal Research
Jan 01st 2000
Chart - Asian Bonds Indices
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