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Gavekal Research
Pierre Gave
Nov 09th 2010
The Flipside of Korea's DRAM Dominance
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKFiveCorners1011092.pdf
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Gavekal Research
Joyce Poon
Nov 09th 2010
The Future of the HKD Peg
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKFiveCorners1011093.pdf
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Gavekal Research
Joyce Poon
Nov 09th 2010
The Political Courting of SE Asia
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKFiveCorners1011094.pdf
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Gavekal Research
Research Team
Nov 09th 2010
GaveKal Daily - Looking for the US Corporate Earnings Trifecta
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKDailyReport101109.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
Nov 08th 2010
DragonWeek Nov 8, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Nov 08th 2010
GaveKal Daily - The Fed's Motivations
This document is part of our old archive. It was published on 2010-11-08.You can download it here: GKDailyReport101108.pdf
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Gavekal Research
Research Team
Nov 05th 2010
GaveKal Daily - Bernanke's Nixonian Policy
This document is part of our old archive. It was published on 2010-11-05.You can download it here: GKDailyReport1011051.pdf
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Gavekal Research
Research Team
Nov 04th 2010
GaveKal Daily - Will the Randslide Push Those Teetering on the Brink?
This document is part of our old archive. It was published on 2010-11-04.You can download it here: GKDailyReport1011041.pdf
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Gavekal Research
Charles Gave
Nov 03rd 2010
Policy Mix and Volatility
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners101103.pdf
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Gavekal Research
Charles Gave
Nov 03rd 2010
The Business of America is Business
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011031.pdf
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Gavekal Research
Anatole Kaletsky
Nov 03rd 2010
The Debate Over QE2
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011032.pdf
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Gavekal Research
François-Xavier Chauchat
Nov 03rd 2010
The German Call, Bernanke Put and Profitability
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011033.pdf
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Gavekal Research
Anatole Kaletsky
Nov 03rd 2010
The Long Gilt, Short Treasuries Trade
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011034.pdf
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Gavekal Research
Research Team
Nov 03rd 2010
GaveKal Daily - US Challenges and Hope
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKDailyReport101103.pdf
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Gavekal Research
Janet Zhang, Research Team
Nov 02nd 2010
Macro Quarterly - Q4 2010
China economic outlook: November 2010
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Gavekal Research
Research Team
Nov 02nd 2010
GaveKal Daily - Revisiting Europe's New Export Champions
This document is part of our old archive. It was published on 2010-11-02.You can download it here: GKDailyReport1011022.pdf
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Gavekal Dragonomics
Tom Miller, Research Team
Nov 01st 2010
DragonWeek Nov 1, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Nov 01st 2010
GaveKal Daily - In This Recovery the Difference is Corporate Profitability
This document is part of our old archive. It was published on 2010-11-01.You can download it here: GKDailyReport101101.pdf
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Gavekal Research
Will Denyer
Nov 01st 2010
QE2 - The Fifth Phase of the Fed's Crisis Response
This document is part of our old archive. It was published on 2010-11-01.You can download it here: GKAdHocComment1011011.pdf
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Gavekal Research
Research Team
Oct 29th 2010
GaveKal Daily - Wrong-Footed in Japan, Again
This document is part of our old archive. It was published on 2010-10-29.You can download it here: GKDailyReport101029.pdf
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Gavekal Research
Research Team
Oct 28th 2010
GaveKal Daily - Things Have Changed Since Jackson Hole
This document is part of our old archive. It was published on 2010-10-28.You can download it here: GKDailyReport101028.pdf
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Gavekal Research
Research Team
Oct 27th 2010
GaveKal Daily - The UK's Strong GDP Figures
This document is part of our old archive. It was published on 2010-10-27.You can download it here: GKDailyReport101027.pdf
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Gavekal Research
Research Team
Oct 26th 2010
Lessons From Canada's Redemptive Decade
This document is part of our old archive. It was published on 2010-10-26.You can download it here: GKAdHocComment101026.pdf
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Gavekal Research
Research Team
Oct 26th 2010
GaveKal Daily - The Dangers of Being Short Chinese Banks
This document is part of our old archive. It was published on 2010-10-26.You can download it here: GKDailyReport101026.pdf
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Gavekal Dragonomics
Research Team
Oct 25th 2010
DragonWeek Oct 25, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Oct 25th 2010
GaveKal Daily - Signs of a US-China Detente
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKDailyReport101025.pdf
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Gavekal Research
Will Freeman
Oct 25th 2010
Double Down on Macau Casinos
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKFiveCorners1010252.pdf
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Gavekal Research
Jeonghee Lee
Oct 25th 2010
Japan Gives Korea an Opening
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKFiveCorners1010253.pdf
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Gavekal Research
Pierre Gave
Oct 25th 2010
Japanese Liquidity Will Continue to Leak Abroad
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKFiveCorners1010254.pdf
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Gavekal Research
Gavin Bowring
Oct 25th 2010
Mahathir...Back With a Vengeance?
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKFiveCorners1010255.pdf
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Gavekal Research
Gavin Bowring
Oct 25th 2010
Thailand's Condo Bubble--Not
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKFiveCorners1010256.pdf
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Gavekal Research
Research Team
Oct 22nd 2010
GaveKal Daily - The Global Tea Party Movement?
This document is part of our old archive. It was published on 2010-10-22.You can download it here: GKDailyReport101022.pdf
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Gavekal Dragonomics
Arthur Kroeber
Oct 21st 2010
The Party Cancels Premier Wen's Put Option
We have recently argued that Chinese policy makers face a stark choice between their cherished 8% growth target and the deep structural reforms (fiscal, financial and domestic market) that are required to ensure healthy growth in the medium to long term. Beijing’s refusal to back away from the 8% GDP growth floor that it set during the global financial crisis undermined all efforts at structural reform, and amounted to a “Wen Jiabao put”—the...
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Gavekal Research
Research Team
Oct 21st 2010
GaveKal Daily - Could the Fed Back Down from QE2?
This document is part of our old archive. It was published on 2010-10-21.You can download it here: GKDailyReport101021.pdf
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Gavekal Research
Joyce Poon
Oct 21st 2010
Housing as a Gauge of China's Structural Reforms
This document is part of our old archive. It was published on 2010-10-21.You can download it here: GKAdHocComment101021.pdf
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Gavekal Research
Research Team
Oct 20th 2010
GaveKal Daily - The Wen Jiabao Put is Off!
This document is part of our old archive. It was published on 2010-10-20.You can download it here: GKDailyReport1010202.pdf
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Gavekal Research
François-Xavier Chauchat
Oct 19th 2010
The True Weight of Governments
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners101019.pdf
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Gavekal Research
Charles Gave
Oct 19th 2010
The Circle of Manipulation Lives On
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport101019.pdf
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Gavekal Research
Anatole Kaletsky
Oct 19th 2010
The Post November 2nd Environment
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners1010191.pdf
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Gavekal Research
François-Xavier Chauchat
Oct 19th 2010
The Four Merits of Russia's Accession to WTO
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners1010192.pdf
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Gavekal Research
Anatole Kaletsky
Oct 19th 2010
Britain's Quantitative Easing
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners1010193.pdf
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Gavekal Research
Research Team
Oct 19th 2010
GaveKal Daily - Battle Lines Are Drawn in France
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport1010191.pdf
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Gavekal Research
Charles Gave, François-Xavier Chauchat
Oct 19th 2010
Has the Euro Proven Itself?
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKAdHocComment101019.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Oct 18th 2010
DragonWeek Oct 18, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Oct 18th 2010
GaveKal Daily - Political Question Marks on the Horizon
This document is part of our old archive. It was published on 2010-10-18.You can download it here: GKDailyReport1010183.pdf
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Gavekal Research
Research Team
Oct 15th 2010
GaveKal Daily - A Turn in the Bond Market?
This document is part of our old archive. It was published on 2010-10-15.You can download it here: GKDailyReport101015.pdf
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Gavekal Research
Conor Colwell
Oct 15th 2010
Cloud Computing as a Self-Fulfilling Prophecy
This document is part of our old archive. It was published on 2010-10-15.You can download it here: GKAdHocComment101015.pdf
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Gavekal Research
Research Team
Oct 14th 2010
GaveKal Daily - Is the Fed Planning to Change its Rulebook?
This document is part of our old archive. It was published on 2010-10-14.You can download it here: GKDailyReport101014.pdf
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Gavekal Research
Research Team
Oct 13th 2010
GaveKal Growth - Dispersion and Sentiment
This document is part of our old archive. It was published on 2010-10-13.You can download it here: GKDailyReport101013.pdf
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Gavekal Research
Will Denyer
Oct 12th 2010
Why QE Has Not Stopped the Yen's Ascent
This document is part of our old archive. It was published on 2010-10-12.You can download it here: GKDailyReport1010122.pdf
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