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Gavekal Research
May 13th 2010
Americas
Looking for research on a more specific country/region?
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Gavekal Research
Research Team
May 13th 2010
GaveKal Daily - Gold's Supports
This document is part of our old archive. It was published on 2010-05-13.You can download it here: GKDailyReport100513.pdf
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Gavekal Research
Charles Gave, Louis Gave
May 12th 2010
Where Will the Risk Re-Emerge?
This document is part of our old archive. It was published on 2010-05-12.You can download it here: GKAdHocComment100512.pdf
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Gavekal Research
Research Team
May 12th 2010
GaveKal Daily - Hard Times but Easy Money for Banks
This document is part of our old archive. It was published on 2010-05-12.You can download it here: GKDailyReport100512.pdf
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Gavekal Research
Research Team
May 11th 2010
GaveKal Daily - More Take-aways on the Euro Package
This document is part of our old archive. It was published on 2010-05-11.You can download it here: GKDailyReport100511.pdf
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Gavekal Research
Research Team
May 11th 2010
GaveKal Energy Weekly - The Big Plunge
This document is part of our old archive. It was published on 2010-05-11.You can download it here: GKEnergyWeekly100511.pdf
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Gavekal Dragonomics
Tom Miller, Research Team
May 10th 2010
DragonWeek May 10, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
May 10th 2010
GaveKal Daily - Possible Roadblocks on the Euro's Path
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKDailyReport100510.pdf
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Gavekal Research
Joyce Poon
May 10th 2010
A-Shares and the Euro Crisis
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005101.pdf
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Gavekal Research
Cathy Holcombe
May 10th 2010
Australia and the Myth of Dutch Disease
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005102.pdf
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Gavekal Research
Arthur Kroeber, Pierre Gave
May 10th 2010
Chinese Real Estate and Consumption
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005103.pdf
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Gavekal Research
Cathy Holcombe
May 10th 2010
Starting from Scrap--by Stephen Greer
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005104.pdf
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Gavekal Research
May 10th 2010
The Case for a Strong-Rupee Policy
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005105.pdf
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Gavekal Research
Anatole Kaletsky, Louis Gave
May 10th 2010
Will the EMU Plan Work?
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKAdHocComment1005103.pdf
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Gavekal Research
Research Team
May 07th 2010
GaveKal Daily -Widespread Volatility and Self-Adjusting Mechanisms
This document is part of our old archive. It was published on 2010-05-07.You can download it here: GKDailyReport100507.pdf
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Gavekal Research
Anatole Kaletsky
May 07th 2010
Buy Britain - But Not Just Yet
This document is part of our old archive. It was published on 2010-05-07.You can download it here: GKAdHocComment100507.pdf
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Gavekal Research
Research Team
May 06th 2010
GaveKal Daily - Why are the Wheels Still Coming off the Bus in Europe?
This document is part of our old archive. It was published on 2010-05-06.You can download it here: GKDailyReport1005061.pdf
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Gavekal Research
Anatole Kaletsky
May 06th 2010
We Need a Tory-Liberal Pact
This document is part of our old archive. It was published on 2010-05-06.You can download it here: GKAdHocComment100506.pdf
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Gavekal Research
Research Team
May 05th 2010
GaveKal Daily - Is the Equity Market Sell-off a Buying Opportunity or Something Worse?
This document is part of our old archive. It was published on 2010-05-05.You can download it here: GKDailyReport1005052.pdf
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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Research Team
May 04th 2010
DragonWeek May 4, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
May 04th 2010
GaveKal Daily - Is the ECB the Bundesbank or the Bank of Greece?
This document is part of our old archive. It was published on 2010-05-04.You can download it here: GKDailyReport100504.pdf
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Gavekal Research
Research Team
May 04th 2010
GaveKal Energy Weekly - China's "Amazing" Gasoline Demand
This document is part of our old archive. It was published on 2010-05-04.You can download it here: GKEnergyWeekly100504.pdf
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Gavekal Research
François-Xavier Chauchat
May 03rd 2010
Beware of the Output Gap
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005031.pdf
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Gavekal Research
Anatole Kaletsky
May 03rd 2010
Europe's Nuclear Option
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005032.pdf
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Gavekal Research
Anatole Kaletsky
May 03rd 2010
The EMU Crisis Is Not Over
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005033.pdf
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Gavekal Research
François-Xavier Chauchat
May 03rd 2010
The EuroHedge: Higher Return, Lower Volatility
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005034.pdf
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Gavekal Research
May 03rd 2010
The Meaning of Negative Swap Spreads
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005035.pdf
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Gavekal Research
Research Team
May 03rd 2010
GaveKal Daily - A Novel Idea: Let's Shake Up a Winning Team
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKDailyReport100503.pdf
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Gavekal Research
Janet Zhang, Research Team
Apr 30th 2010
China Trade Review - April 2010
China trade review - April 2010
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Gavekal Research
Charles Gave
Apr 30th 2010
MUST READ: Was the Demise of the Soviet Union a Negative Event?
This document is part of our old archive. It was published on 2010-04-30.You can download it here: GKAdHocComment100430.pdf
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Gavekal Research
Research Team
Apr 30th 2010
GaveKal Daily - The UK Election Enters into its Final Week
This document is part of our old archive. It was published on 2010-04-30.You can download it here: GKDailyReport100430.pdf
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Gavekal Research
Research Team
Apr 29th 2010
GaveKal Daily - The Impressive Resilience of Stock Markets
This document is part of our old archive. It was published on 2010-04-29.You can download it here: GKDailyReport100429.pdf
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Gavekal Research
Janet Zhang, Research Team
Apr 28th 2010
Macro Quarterly - Q2 2010
China economic outlook: April 2010
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Gavekal Research
Research Team
Apr 28th 2010
GaveKal Daily - The Birthplace of Democracy, the Graveyard of Social-Democracy?
This document is part of our old archive. It was published on 2010-04-28.You can download it here: GKDailyReport100428.pdf
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Gavekal Research
Research Team
Apr 27th 2010
GaveKal Daily - Beijing Gets Tougher On Property Speculation
This document is part of our old archive. It was published on 2010-04-27.You can download it here: GKDailyReport100427.pdf
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Gavekal Dragonomics
Will Freeman, Research Team
Apr 26th 2010
DragonWeek April 26, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 26th 2010
GaveKal Daily - Korea, Japan & the FX Markets
This document is part of our old archive. It was published on 2010-04-26.You can download it here: GKDailyReport100426.pdf
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Gavekal Research
Research Team
Apr 23rd 2010
GaveKal Daily - The Greek Crescendo
This document is part of our old archive. It was published on 2010-04-23.You can download it here: GKDailyReport100423.pdf
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Gavekal Research
Research Team
Apr 22nd 2010
GaveKal Daily - The Search for Scapegoats
This document is part of our old archive. It was published on 2010-04-22.You can download it here: GKDailyReport100422.pdf
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Gavekal Research
Research Team
Apr 21st 2010
GaveKal Daily - Another Day, Another Tightening
This document is part of our old archive. It was published on 2010-04-21.You can download it here: GKDailyReport1004212.pdf
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Gavekal Research
Research Team
Apr 21st 2010
GaveKal Energy Weekly - The Gasoline Export Bandwagon
This document is part of our old archive. It was published on 2010-04-21.You can download it here: GKEnergyWeekly100421.pdf
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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Research Team
Apr 20th 2010
DragonWeek April 20, 2010 - correction
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 20th 2010
GaveKal Daily - Have the True Costs of the Euro Fully Appeared
This document is part of our old archive. It was published on 2010-04-20.You can download it here: GKDailyReport1004201.pdf
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Gavekal Research
Research Team
Apr 19th 2010
Freight traffic
This document is part of our old archive. It was published on 2010-04-19.You can download it here: 06_Freight traffic2.xlsx
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Gavekal Research
Research Team
Apr 19th 2010
Post and telecommunications
This document is part of our old archive. It was published on 2010-04-19.You can download it here: 08_Post and telecommunications2.xlsx
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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Will Freeman, Research Team
Apr 19th 2010
DragonWeek April 19, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 19th 2010
GaveKal Daily - Goldman and the West's Comparative Advantage
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKDailyReport100419.pdf
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Gavekal Research
Anatole Kaletsky
Apr 19th 2010
Notes From the INET Inaugural Conference
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners100421.pdf
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Gavekal Research
Charles Gave
Apr 19th 2010
Real Rates & The Euro-US$
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004192.pdf
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