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Gavekal Research
Research Team
Sep 14th 2010
GaveKal Daily - Forces Behind the Tech M&A Boom
This document is part of our old archive. It was published on 2010-09-14.You can download it here: GKDailyReport100914.pdf
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Gavekal Research
Research Team
Sep 13th 2010
GaveKal Daily - More RMB Action as Political Tensions Rise
This document is part of our old archive. It was published on 2010-09-13.You can download it here: GKDailyReport100913.pdf
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Gavekal Research
Research Team
Sep 10th 2010
GaveKal Daily - China at a Crossroad: The End of the Wen Jiabao Put?
This document is part of our old archive. It was published on 2010-09-10.You can download it here: GKDailyReport100910.pdf
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Gavekal Research
Charles Gave
Sep 10th 2010
How the World Works
This document is part of our old archive. It was published on 2010-09-10.You can download it here: GKAdHocComment1009101.pdf
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Gavekal Research
Research Team
Sep 09th 2010
GaveKal Daily - Tough Policy Choices for the Booming Economies
This document is part of our old archive. It was published on 2010-09-09.You can download it here: GKDailyReport100909.pdf
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Gavekal Research
Research Team
Sep 08th 2010
GaveKal Daily - The Risk Off-Risk On Markets
This document is part of our old archive. It was published on 2010-09-08.You can download it here: GKDailyReport100908.pdf
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Gavekal Research
Research Team
Sep 07th 2010
GaveKal Daily - Renewed Fears on Ireland
This document is part of our old archive. It was published on 2010-09-07.You can download it here: GKDailyReport100907.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Sep 06th 2010
DragonWeek Sep 6, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Anatole Kaletsky
Sep 06th 2010
An Important Turn in US Jobs
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009061.pdf
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Gavekal Research
Anatole Kaletsky
Sep 06th 2010
How Low Will US Housing Go?
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009062.pdf
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Gavekal Research
Charles Gave
Sep 06th 2010
Is Inflation Really Dead?
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009063.pdf
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Gavekal Research
Will Denyer
Sep 06th 2010
Some Real Improvements in US Personal Income
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009064.pdf
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Gavekal Research
François-Xavier Chauchat
Sep 06th 2010
The Equity Risk Premium Puzzle
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009065.pdf
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Gavekal Research
Pierre Gave
Sep 06th 2010
The Multiple Bond Sell Signals
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009066.pdf
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Gavekal Research
Research Team
Sep 06th 2010
GaveKal Daily - Healthcare Stocks and The Age of Inter-Generational Conflict
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKDailyReport100906.pdf
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
China Economic Quarterly September 2010 - Innovation, Technology & the Internet
China Economic Quarterly Q3 2010: Innovation, Technology & the Internet
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Economy
CEQ Q3 2010: Economy
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Gavekal Dragonomics
Arthur Kroeber, Rosealea Yao, Research Team
Sep 03rd 2010
CEQ Q3 2010 - Energy efficiency
CEQ Q3 2010: Energy Efficiency
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Gavekal Dragonomics
Michael Komesaroff
Sep 03rd 2010
CEQ Q3 2010 - Metals Man: A Taxing Relationship
At the end of June, Australia’s Mandarin-speaking prime minister, Kevin Rudd, was deposed in a backroom coup following protests over his plan to slap a supertax on the outsized profits of the country’s miners. Rudd’s removal would normally be considered an Australian matter, but the circumstances of his downfall were directly created by strong Chinese demand for Australian resources, and they illustrate how China’s economic muscle has growing...
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Gavekal Dragonomics
Rosealea Yao, Research Team
Sep 03rd 2010
CEQ Q3 2010 - Property
CEQ Q3 2010: Property
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Capital markets
CEQ Q3 2010: Capital Markets
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Indigenous innovation
CEQ Q3 2010: Indigenous innovation
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - How China innovates
CEQ Q3 2010: How China Innovates
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Internet
CEQ Q3 2010: Internet
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Tencent
CEQ Q3 2010: Tencent
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Baidu
CEQ Q3 2010: Baidu
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Alibaba
CEQ Q3 2010: Alibaba
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Online payments
CEQ Q3 2010: Online Payments
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Online gaming
CEQ Q3 2010: Online Gaming
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Gavekal Dragonomics
Tom Miller, Research Team
Sep 03rd 2010
CEQ Q3 2010 - Sichuan
CEQ Q3 2010: Sichuan
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - China Development Bank
CEQ Q3 2010: China Development Bank
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Books: Environmental odyssey
CEQ Q3 2010: Books: Environmental Odyssey
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Gavekal Research
Research Team
Sep 03rd 2010
GaveKal Daily - Sweden, the Output Gap and Global Bond Valuations
This document is part of our old archive. It was published on 2010-09-03.You can download it here: GKEnergyWeekly100903.pdf
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Gavekal Research
Research Team
Sep 02nd 2010
Gavekal Daily - Brazil and the Rise of Knowledge-Based Trade
This document is part of our old archive. It was published on 2010-09-02.You can download it here: GKDailyReport1009021.pdf
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Gavekal Research
Research Team
Sep 01st 2010
GaveKal Daily - Another Day of Mounting US-Sino Trade Tensions
This document is part of our old archive. It was published on 2010-09-01.You can download it here: GKDailyReport100901.pdf
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Gavekal Research
François-Xavier Chauchat
Sep 01st 2010
The End of German Deflation
This document is part of our old archive. It was published on 2010-09-01.You can download it here: GKAdHocComment1009011.pdf
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Gavekal Research
Research Team
Aug 31st 2010
GaveKal Daily - Why the CAD is an Interesting Bet
This document is part of our old archive. It was published on 2010-08-31.You can download it here: GKDailyReport100831.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Aug 30th 2010
DragonWeek Aug 30, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Aug 30th 2010
GaveKal Daily - Recommitment to Easing in West, but East is Mixed
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKDailyReport100830.pdf
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Gavekal Research
Arthur Kroeber
Aug 30th 2010
A 1930s Style Trade War?
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008301.pdf
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Gavekal Research
Louis Gave
Aug 30th 2010
A Deal for our Times
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008302.pdf
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Gavekal Research
Aug 30th 2010
Servicing India
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008303.pdf
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Gavekal Research
Research Team
Aug 30th 2010
Uncertainty the Only Winner in Australian Polls
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008304.pdf
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Gavekal Research
Cathy Holcombe
Aug 30th 2010
Trade War Scenarios for Southeast Asia
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008305.pdf
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Gavekal Research
Research Team
Aug 27th 2010
GaveKal Daily - The Schumpeterian Cycle that Will Shake the Tech Sector
This document is part of our old archive. It was published on 2010-08-27.You can download it here: GKDailyReport1008271.pdf
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Gavekal Research
Research Team
Aug 27th 2010
The Sustainability of Wind
This document is part of our old archive. It was published on 2010-08-27.You can download it here: GKAdHocComment1008271.pdf
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Gavekal Research
Research Team
Aug 26th 2010
GaveKal Daily - The Gold Hedge
This document is part of our old archive. It was published on 2010-08-26.You can download it here: GKDailyReport100826.pdf
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Gavekal Research
Research Team
Aug 25th 2010
GaveKal Daily - Three Strikes and You're In?
This document is part of our old archive. It was published on 2010-08-25.You can download it here: GKDailyReport100825.pdf
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Gavekal Research
Research Team
Aug 24th 2010
GaveKal Daily - A Special Day to Remind Ourselves...
This document is part of our old archive. It was published on 2010-08-24.You can download it here: GKDailyReport100824.pdf
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Gavekal Research
Research Team
Aug 23rd 2010
GaveKal Daily - In Which Direction Will the Next Panic Come?
This document is part of our old archive. It was published on 2010-08-23.You can download it here: GKDailyReport100823.pdf
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