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Gavekal Research
Jan 01st 2000
Great Wall is consistently more profitable than its competitors
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Gavekal Research
Jan 01st 2000
China's SUV sales are still growing rapidly in a slowing market
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Gavekal Research
Jan 01st 2000
Great Wall has been boosting its research spending
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Gavekal Research
Jan 01st 2000
China's domestic auto brands are losing even more ground
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Gavekal Research
Jan 01st 2000
China's services deficit is helping tame its current account surplus
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Gavekal Research
Jan 01st 2000
The services deficit is driven by transport and tourism
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Gavekal Research
Jan 01st 2000
China has to keep paying to transport its imports, but its earnings from transport have stagnated along with global trade
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Gavekal Research
Jan 01st 2000
The tourism deficit has widened as more Chinese tourists go abroad
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Gavekal Research
Jan 01st 2000
Japan's tourism deficit widened sharply starting around 1985
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Gavekal Research
Jan 01st 2000
China's services deficit is helping tame its current account surplus
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Gavekal Research
Jan 01st 2000
Shanghai's A-shares look cheap on a relative basis
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Gavekal Research
Jan 01st 2000
Big firms often distort PE ratios for emerging markets
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Gavekal Research
Jan 01st 2000
Chinese valuations currently imply only a moderate risk premium
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Gavekal Research
Jan 01st 2000
Chart A and H-share performance
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Gavekal Research
Jan 01st 2000
China's private investment keeps slowing, and state stimulus is limited
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Gavekal Research
Jan 01st 2000
The Li Keqiang index largely reflects the state of China's heavy industry
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Gavekal Research
Jan 01st 2000
But Chinese consumption is much less volatile than the LKQ index
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Gavekal Research
Jan 01st 2000
Services are playing a more important role in China's economy
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Gavekal Research
Jan 01st 2000
China's construction and steel demand are peaking and set to decline
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Gavekal Research
Jan 01st 2000
The contribution of construction to China's GDP growth will fall
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