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    Gavekal Research

    Kicking the UK's Financial Sector--while it's Down

    This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005174.pdf

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    Gavekal Research

    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

    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

    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

    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

    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

    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

    The Liberal Democrat Surge

    This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004194.pdf

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    Gavekal Research

    The Real Lesson from the Greek Crisis

    This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004196.pdf

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    Gavekal Research

    On Interest Rates, Growth & Government Spending

    This document is part of our old archive. It was published on 2010-04-09.You can download it here: GKFiveCorners1004092.pdf

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    Gavekal Research

    Why a Hung UK Parliament Would Be Good News

    This document is part of our old archive. It was published on 2010-04-07.You can download it here: GKAdHocComment100407.pdf

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    Gavekal Research

    The UK Fiscal Challenge

    This document is part of our old archive. It was published on 2010-03-24.You can download it here: GKFiveCorners1003244.pdf

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    Gavekal Research

    A Strong Sterling Problem?

    This document is part of our old archive. It was published on 2010-03-08.You can download it here: GKFiveCorners1003081.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 2Q 2010- The Return of Country Risk and What It Means

    This document is part of our old archive. It was published on 2010-03-03.You can download it here: GKQuarterlyStrategy1003031.pdf

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    Gavekal Research

    Lackadaisical in Davos

    This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKAdHocComment100201.pdf

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    Gavekal Research

    The Mass-acre

    This document is part of our old archive. It was published on 2010-01-22.You can download it here: GKDailyReport1001222.pdf

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    Gavekal Research

    Does the US$ Weakness Herald the End of Fiat Currencies?

    This document is part of our old archive. It was published on 2009-11-30.You can download it here: GKFiveCorners0911303.pdf

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    Gavekal Research

    What Central Banks Are Saying About Rates

    This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners0911174.pdf

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    Gavekal Research

    Sterling and the Next Stage in Money Expansion

    This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911024.pdf

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    Gavekal Research

    US 3Q GDP Boost is Not a One-Off

    This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911026.pdf

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    Gavekal Research

    It is Time to Reinvent Economics

    This document is part of our old archive. It was published on 2009-10-30.You can download it here: GKAdHocComment091030.pdf

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    Gavekal Research

    Pavlov is No Longer Throwing the US$ a Bone

    This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKFiveCorners0910197.pdf

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    Gavekal Research

    Who is Winning the Tug of War?

    This document is part of our old archive. It was published on 2009-10-06.You can download it here: GKFiveCorners0910064.pdf

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    Gavekal Research

    MUST READ - What Are Central Banks Waiting For?

    This document is part of our old archive. It was published on 2009-10-05.You can download it here: GKAdHocComment0910051.pdf

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    Gavekal Research

    A Year After Lehman

    This document is part of our old archive. It was published on 2009-09-21.You can download it here: GKFiveCorners0909213.pdf

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    Gavekal Research

    The Pittsburgh G20

    This document is part of our old archive. It was published on 2009-09-21.You can download it here: GKFiveCorners0909215.pdf

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    Gavekal Research

    A G20 Message: No Question of Tightening

    This document is part of our old archive. It was published on 2009-09-08.You can download it here: GKFiveCorners0909081.pdf

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    Gavekal Research

    Do Not Exaggerate the US Debt Picture

    This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908242.pdf

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    Gavekal Research

    Why QE No Longer Spooks Currency Investors

    This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908246.pdf

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    Gavekal Research

    Why Is Sterling So Strong?

    This document is part of our old archive. It was published on 2009-08-10.You can download it here: GKFiveCorners090810.pdf

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    Gavekal Research

    Is the Dollar Really a Risk-Aversion Play?

    This document is part of our old archive. It was published on 2009-07-29.You can download it here: GKFiveCorners0907291.pdf

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    Gavekal Research

    The Dollar's Subprime Roller-Coaster Ride

    This document is part of our old archive. It was published on 2009-07-29.You can download it here: GKFiveCorners0907292.pdf

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    Gavekal Research

    Regulation Without Ruination

    This document is part of our old archive. It was published on 2009-07-22.You can download it here: GKAdHocComment090722.pdf

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    Gavekal Research

    Europe's Circle of Manipulation

    This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907204.pdf

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    Gavekal Research

    Has the Recovery Ended Before It Started?

    This document is part of our old archive. It was published on 2009-07-20.You can download it here: GKFiveCorners0907205.pdf

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    Gavekal Research

    ECB and Fed: Different Creatures No More?

    This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906302.pdf

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    Gavekal Research

    Fig Leaf or G-String?

    This document is part of our old archive. It was published on 2009-06-30.You can download it here: GKFiveCorners0906304.pdf

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    Gavekal Research

    The Post-Paulson World

    This document is part of our old archive. It was published on 2009-06-17.You can download it here: GKFiveCorners0906173.pdf

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    Gavekal Research

    The Weak-Dollar Threat to Recovery

    This document is part of our old archive. It was published on 2009-06-17.You can download it here: GKFiveCorners0906174.pdf

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    Gavekal Research

    Will Latvia Introduce a New Type of Devaluation?

    This document is part of our old archive. It was published on 2009-06-05.You can download it here: GKAdHocComment0906051.pdf

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    Gavekal Research

    The Increasingly Convincing Recovery (and the 'Seven Deadly Sins' That Threaten it)

    This document is part of our old archive. It was published on 2009-06-01.You can download it here: GKFiveCorners0906012.pdf

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    Gavekal Research

    No Need for an "Exit Strategy"

    This document is part of our old archive. It was published on 2009-05-18.You can download it here: GKFiveCorners0905184.pdf

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    Gavekal Research

    The Trans-Atlantic Constrast in Bulls vs Bears

    This document is part of our old archive. It was published on 2009-05-05.You can download it here: GKFiveCorners0905054.pdf

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    Gavekal Research

    Time to Ignore the Deficit Hawks

    This document is part of our old archive. It was published on 2009-04-20.You can download it here: GKFiveCorners0904209.pdf

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    Gavekal Research

    Europe in the Eye of a Perfect Storm

    This document is part of our old archive. It was published on 2009-04-09.You can download it here: GKAdHocComment0904091.pdf

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    Gavekal Research

    Why the G20 Stage Show 'Worked'

    This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904074.pdf

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    Gavekal Research

    Who Wants an IMF Loan Anyway?

    This document is part of our old archive. It was published on 2009-04-07.You can download it here: GKFiveCorners0904075.pdf

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    Gavekal Research

    Netting the Debt Chain

    This document is part of our old archive. It was published on 2009-04-02.You can download it here: GKAdHocComment0904021.pdf

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    Gavekal Research

    The G20's $2 Trillion Annoucement

    This document is part of our old archive. It was published on 2009-03-30.You can download it here: GKAdHocComment0903301.pdf

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    Gavekal Research

    Velocity May Never Return to 'Normal' Levels

    This document is part of our old archive. It was published on 2009-03-24.You can download it here: GKFiveCorners0903244.pdf

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    Gavekal Research

    A Quiet Exit from Fair Value Accounting?

    This document is part of our old archive. It was published on 2009-03-23.You can download it here: GKAdHocComment0903231.pdf

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    Gavekal Research

    Stimulators vs Regulators

    This document is part of our old archive. It was published on 2009-03-16.You can download it here: GKMonetaryPolicy090316.pdf

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    Gavekal Research

    Better Late Than Never

    This document is part of our old archive. It was published on 2009-03-10.You can download it here: GKMonetaryPolicy090310.pdf

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    Gavekal Research

    GaveKal Quarterly Strategy Chart Book - 2Q09 - The Age of Uncertainty

    This document is part of our old archive. It was published on 2009-03-02.You can download it here: GKBondMarkets090302.pdf

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    Gavekal Research

    The Focus of the Crisis Shifts to Europe

    This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKFinancials090223.pdf

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    Gavekal Research

    Will Germany Bail Out its Neighbors?

    This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKBondMarkets090223.pdf

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    Gavekal Research

    Are the Doomsayers Double-Counting?

    This document is part of our old archive. It was published on 2009-02-23.You can download it here: GKFinancials0902231.pdf

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    Gavekal Research

    Punish or Restructure?

    This document is part of our old archive. It was published on 2009-02-11.You can download it here: GKEconomicGrowth090211.pdf

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    Gavekal Research

    More Talk than Action out of the UK

    This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKBondMarkets090209.pdf

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    Gavekal Research

    The Bad vs the Good News on Deleveraging

    This document is part of our old archive. It was published on 2009-02-09.You can download it here: GKFinancials090209.pdf

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    Gavekal Research

    Euro Exit or Default: A Cost-Benefit Analysis

    This document is part of our old archive. It was published on 2009-02-04.You can download it here: GKBondMarkets090204.pdf

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    Gavekal Research

    The Doom in Davos

    This document is part of our old archive. It was published on 2009-02-02.You can download it here: GKEconomicGrowth090202.pdf

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    Gavekal Research

    It's Time to Ignore Economic Forecasts

    This document is part of our old archive. It was published on 2009-01-29.You can download it here: GKEconomicGrowth0901291.pdf

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    Gavekal Research

    Deleveraging Without (Too Much) Pain

    This document is part of our old archive. It was published on 2009-01-23.You can download it here: GKFinancials090123.pdf

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    Gavekal Research

    Soft Pounding for Britain

    This document is part of our old archive. It was published on 2009-01-23.You can download it here: GKFXMarkets0901231.pdf

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    Gavekal Research

    A Disappointing BOE Cut

    This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKEconomicGrowth090109.pdf

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    Gavekal Research

    The Non-Issue of the US Deficit

    This document is part of our old archive. It was published on 2009-01-09.You can download it here: GKBondMarkets0901093.pdf

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    Gavekal Research

    The Fed's Monetary Tsunami

    This document is part of our old archive. It was published on 2008-12-17.You can download it here: GKBondMarkets081217.pdf

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    Gavekal Research

    Where Will the Money Come From?

    This document is part of our old archive. It was published on 2008-12-15.You can download it here: GKBondMarkets0812153.pdf

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    Gavekal Research

    Are Switzerland and the UK the Next Icelands?

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKEuro081202.pdf

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    Gavekal Research

    Why the Markets Bounced

    This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKEquityMarkets0812021.pdf

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    Gavekal Research

    How 'Reckless' Is Darling's Budget?

    This document is part of our old archive. It was published on 2008-11-25.You can download it here: GKEconomicGrowth081125.pdf

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    Gavekal Research

    The G20 Meeting Will Not Be (Completely) Irrelevant

    This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKGeopolitics081117.pdf

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    Gavekal Research

    The Pound Takes a Pounding

    This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKOtherCurrencies081117.pdf

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    Gavekal Research

    Tilting From Fear Back to Greed

    This document is part of our old archive. It was published on 2008-11-07.You can download it here: GKEquityMarkets081107.pdf

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    Gavekal Research

    What the Next President Might Do

    This document is part of our old archive. It was published on 2008-11-04.You can download it here: GKEconomicGrowth081104.pdf

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    Gavekal Research

    The Post-Election Power Vacuum Could Be Ugly

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKGeopolitics081103.pdf

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    Gavekal Research

    Countries Where Rescues Could Hurt

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: CountriesWhereRescuesCouldHurt.pdf

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    Gavekal Research

    After Paulson's Fiascos, Europe Takes Charge

    This document is part of our old archive. It was published on 2008-10-13.You can download it here: AfterPaulsonsFiascosEuropeTakesCharge.pdf

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    Gavekal Research

    The Great British Bank Bailout

    This document is part of our old archive. It was published on 2008-10-09.You can download it here: TheGreatBritishBankBailout.pdf

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    Gavekal Research

    Paulson's Bazooka Misfires

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: PaulsonsBazookaMisfires.pdf

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    Gavekal Research

    The Wrong Priorities

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: TheWrongPriorities.pdf

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    Gavekal Research

    When Will Banks Start Lending Again

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: WhenWillBanksStartLendingAgain.pdf

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    Gavekal Research

    An Important Policy Shift

    This document is part of our old archive. It was published on 2008-10-01.You can download it here: AnImportantPolicyShift.pdf

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    Gavekal Research

    The Impossible Becomes Inevitable

    This document is part of our old archive. It was published on 2008-09-23.You can download it here: TheImpossibleBecomesInevitable1.pdf

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    Gavekal Research

    Structuring a Bail-out That Makes Sense

    This document is part of our old archive. It was published on 2008-09-23.You can download it here: StructuringaBailoutThatMakesSense.pdf

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    Gavekal Research

    The Doomsday Machine Unleashed

    This document is part of our old archive. It was published on 2008-09-18.You can download it here: TheDoomsdayMachineUnleashed.pdf

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    Gavekal Research

    Wall Street Chaos Doesn't Mean Recession

    This document is part of our old archive. It was published on 2008-09-15.You can download it here: WallStreetChaosDoesntMeanRecession.pdf

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    Gavekal Research

    The Unintended Consequences of Mr Paulson

    This document is part of our old archive. It was published on 2008-09-12.You can download it here: TheUnintendedConsequencesofMrPaulson2.pdf

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    Gavekal Research

    Fannie and Freddie as Options

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: FannieandFreddieasOptions.pdf

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    Gavekal Research

    The UK vs The US

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheUKvsTheUS.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -

    This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf

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    Gavekal Research

    Is Sterling Starting to Get Cheap

    This document is part of our old archive. It was published on 2008-08-25.You can download it here: IsSterlingStartingtoGetCheap.pdf

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    Gavekal Research

    Imagine What the USD Would Do On Good News

    This document is part of our old archive. It was published on 2008-08-25.You can download it here: ImagineWhattheUSDWouldDoOnGoodNews.pdf

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    Gavekal Research

    The Recession That Never Was

    This document is part of our old archive. It was published on 2008-08-06.You can download it here: TheRecessionThatNeverWas.pdf

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    Gavekal Research

    Reasons for the Pull-Back

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: ReasonsforthePullBack.pdf

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    Gavekal Research

    Will A Drop in Oil Prices Actually Hurt Central Europe

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: WillADropinOilPricesActuallyHurtCentralEurope.pdf

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    Gavekal Research

    The Jaundiced View of Bankers

    This document is part of our old archive. It was published on 2008-07-17.You can download it here: TheJaundicedViewofBankers.pdf

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    Gavekal Research

    Europe Hits the Wall

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: EuropeHitstheWall.pdf

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    Gavekal Research

    A Surprise in Store for Euro Investors?

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: ASurpriseinStoreforEuroInvestors.pdf

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