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    Gavekal Research

    The Revaluation of Asian Currencies

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    Gavekal Research

    The Long Wave

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    Hot Air in Davos

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    Gavekal Research

    Anatole’s Notes From His Japan Trip

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    Gavekal Research

    Likely Policy Responses to the US$’ Fall

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    Gavekal Research

    GaveKal Five Corners - Volume 5, Issue 26

    This document is part of our old archive. It was published on 2004-11-23.You can download it here: GaveKalFiveCorners-Volume5,Issue26.pdf

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    Gavekal Research

    Britain: The End of the Golden Age

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    Gavekal Research

    Will Britain Swerve Left?

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    Gavekal Research

    Europe’s Unexpected Remission

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    Gavekal Research

    Has Anything Changed in Japan?

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    Gavekal Research

    The Silent Demise of the Stagnation Pact

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    Gavekal Research

    How Red is Brown?

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    Gavekal Research

    How Red is Brown?

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    Gavekal Research

    How Red is Brown?

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    Gavekal Research

    The Stopped Clock

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    Gavekal Research

    Anatole's Macro Strategy Winter 2004 Report

    This document is part of our old archive. It was published on 2003-12-29.You can download it here: AnatolesMacroStrategyWinter2004Report.pdf

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    Gavekal Research

    IS Europe the Next Japan

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    Gavekal Research

    The Ugly Contest

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    Gavekal Research

    The US Economic Recovery is on Track

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    Gavekal Research

    Anatole's Macro Strategy Summer 2003 Report

    This document is part of our old archive. It was published on 2003-07-01.You can download it here: AnatolesMacroStrategySummer2003Report.pdf

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    Gavekal Research

    Is Thatcherism Impossible in Europe?

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    Gavekal Research

    London and Frankfurt:Tale of Two Cities

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    Gavekal Research

    Reflections on May Day

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    Gavekal Research

    Brown's Believable Budget

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    Gavekal Research

    Saddam's Last Two Weeks

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    Gavekal Research

    What History Will Say

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    Gavekal Research

    The Million Dollar Question

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    Gavekal Research

    Slouching Towards Babylon

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    Gavekal Research

    Is This The End for Sterling?

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    Gavekal Research

    French Endgame on Iraq

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    Gavekal Research

    Are Equities Cheap

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    Gavekal Research

    Hob-Nobbing in Davos

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    Gavekal Research

    Time is on Bush's Side

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    Gavekal Research

    Macro Strategy 2003

    This document is part of our old archive. It was published on 2002-12-18.You can download it here: MacroStrategy2003.pdf

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    Gavekal Research

    Macro Strategy 2003

    This document is part of our old archive. It was published on 2002-12-18.You can download it here: Macrostrategy20031.pdf

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    Gavekal Research

    America's new economic boss

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    Gavekal Research

    Japan: Cyclical Growth with a Bonus

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    Gavekal Research

    Macro Outlook - June 2002

    This document is part of our old archive. It was published on 2002-06-21.You can download it here: Kaletsky_Outlook_June_2002.pdf

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    Gavekal Research

    Macro Outlook-February 2002

    This document is part of our old archive. It was published on 2002-02-28.You can download it here: Macro_Strategy_1Q01.pdf

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