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Gavekal Research
Jan 01st 2000
Starts are strong but sales are not, pointing to public support
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Gavekal Research
Jan 01st 2000
Sales in the cities that led China's correction have bottomed
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Gavekal Research
Jan 01st 2000
Great Wall relies less on subsidies than other private Chinese carmakers
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Gavekal Research
Jan 01st 2000
Great Wall relies less on subsidies than other private Chinese carmakers
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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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Gavekal Research
Jan 01st 2000
The drop in China's housing demand will come mainly from upgrading
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Gavekal Research
Jan 01st 2000
China's official living-space data do not match construction trends
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Gavekal Research
Jan 01st 2000
Our estimate of China's living space has a more plausible trend
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Gavekal Research
Jan 01st 2000
China's housing demand tracks Taiwan's very well
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Gavekal Research
Jan 01st 2000
Our housing model does not depend on getting growth forecasts right
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Gavekal Research
Jan 01st 2000
Our model shows a 15-20% decline in construction volume over 10 years
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Gavekal Research
Jan 01st 2000
Energy related investment % of nonresidential fixed investment
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Gavekal Research
Jan 01st 2000
Net capital inflows to China have been very low since May
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Gavekal Research
Jan 01st 2000
A rising dollar pushes down the headline value of China's forex reserves
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Gavekal Research
Jan 01st 2000
Signs of over-invoicing in China's exports have returned
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Gavekal Research
Jan 01st 2000
Chinese firms swung back toward a short USD position in Sep
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Gavekal Research
Jan 01st 2000
As the USD rose against other currencies, China kept the RMB steady
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Gavekal Research
Jan 01st 2000
China is showing capital-account deficits more frequently
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Gavekal Research
Jan 01st 2000
China's organic food market has taken off amid food safety concerns
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Gavekal Research
Jan 01st 2000
Most sectors are more expensive in Shanghai than Hong Kong
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Gavekal Research
Jan 01st 2000
The cities that led China's correction will also lead the recovery
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Gavekal Research
Jan 01st 2000
China's housing sales improved despite tight credit
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Gavekal Research
Jan 01st 2000
Structural changes are damping China's growth in oil demand
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Gavekal Research
Jan 01st 2000
China's diesel demand has been driven by freight traffic
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Gavekal Research
Jan 01st 2000
Private car use is the main factor behind China's gasoline demand
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Gavekal Research
Jan 01st 2000
Economic rebalancing will drive a shift from diesel to gasoline
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Gavekal Research
Jan 01st 2000
The Middle East is still China's main oil supplier...for now
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Gavekal Research
Jan 01st 2000
China's deposit insurance plan has a lot to cover
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Gavekal Research
Jan 01st 2000
The prices of China's exports are starting to turn up
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Gavekal Research
Jan 01st 2000
Global commodity prices lead China's PPI
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Gavekal Research
Jan 01st 2000
Price declines are in domestic commodity sectors not exported goods
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