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E.g., 29-11-2021
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    Gavekal Dragonomics

    Five Easy Pages: Everything You Need To Know About Chinese Politics

    With the Chinese economy humming along at a seemingly unstoppable 10+% growth pace, attention has drifted to the political scene, where President Hu Jintao has spent the last few weeks putting his stamp on things, first by arresting the corrupt Party boss of Shanghai, and then by using the Party Congress on October 8-10 to beat the drum for his ideology of a “harmonious society.” We take the opportunity presented by these events to lay out our...

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    Gavekal Dragonomics

    The Mystery Of Profit

    A complaint we often hear from fund managers is “If China is really growing so fast, how come I can’t find anything to invest in?” Some conclude that because financial investors cannot find companies producing a decent rate of return, China must be faking its growth numbers. A recent variation on this theme is that the high aggregate profit numbers reported by Chinese industry in the past few years cannot be true, because most foreign portfolio...

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    Gavekal Dragonomics

    Mayday! But no need to abandon ship...

    This document is part of our old archive. It was published on 2006-04-27.You can download it here: 0286_CEQA_2006_16_interestrates.pdf

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    Gavekal Dragonomics

    China's economic performance Q1 2006

    This document is part of our old archive. It was published on 2006-04-21.You can download it here: 0285_CEQA_2006_15_ecperf06q1.pdf

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    Gavekal Research

    National People's Congress: Where's the beef, Mr Wen?

    This document is part of our old archive. It was published on 2006-03-23.You can download it here: 0284_CEQA_2006_14_NPC.pdf

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    Gavekal Research

    China And India: Myths Exploded

    China and India are both huge countries with an increasing presence in export and resource markets, so it is not surprising that a lot of ink has been spilled in the last few years over the impact of “Chindia.” There is also a ceaseless and not very interesting stream of commentary berating India for not growing as fast as China, and China for not being as democratic as India. Very little of this punditry has added to anyone’s understanding in a...

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    Gavekal Research

    China and India: myths exploded

    This document is part of our old archive. It was published on 2006-02-21.You can download it here: 0274_CEQA_2006_13_China-India.pdf

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    Gavekal Research

    2006: fingers off the panic button

    This document is part of our old archive. It was published on 2006-01-27.You can download it here: 0273_CEQA_2006_12_forecast roundup.pdf

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    Gavekal Research

    China's economic performance 2005

    This document is part of our old archive. It was published on 2006-01-25.You can download it here: 0272_CEQA_2006_11_ecperf05.pdf

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    Gavekal Research

    The right question for the Dog Year

    This document is part of our old archive. It was published on 2006-01-24.You can download it here: 0271_CEQA_2006_10_yearahead.pdf

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    Gavekal Research

    Economic census: a nice Christmas present

    This document is part of our old archive. It was published on 2005-12-20.You can download it here: 0270_ceb2005_10_economic census.pdf

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    Gavekal Research

    China Insight - Green Growth? Don't count on it

    Green Growth? Don't count on it.

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    Gavekal Research

    Green growth? Don't count on it

    This document is part of our old archive. It was published on 2005-11-22.You can download it here: 0258_CEQA_2005_08_fyp.pdf

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    Gavekal Research

    China as employer and consumer: Economic outlook for the 11th Five-year plan (2006-2010)

    This document is part of our old archive. It was published on 2005-11-22.You can download it here: 0259_CEQA_2005_09_outlook.pdf

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    Gavekal Research

    China Summit 2005: A long boom - but whose? (Arthur Kroeber Dragonomics)

    This document is part of our old archive. It was published on 2005-11-07.You can download it here: 015_2005-11_05_CEQ_Long Boom But Whose.pdf

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    Gavekal Research

    China Insight - Confused about China's GDP? You should be!

    Confused about China's GDP? You should be!

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    Gavekal Research

    Confused about China's GDP? You should be!

    This document is part of our old archive. It was published on 2005-10-28.You can download it here: 0256_CEQA_2005_07_gdp.pdf

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    Gavekal Research

    China's economic performance Q1-3 2005: Humming along

    This document is part of our old archive. It was published on 2005-10-21.You can download it here: 0255_ceb2005_08_economyQ1-3.pdf

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    Gavekal Research

    Two questions for National Day: How big is the private sector? And why should we care?

    This document is part of our old archive. It was published on 2005-09-30.You can download it here: 0254_ceb2005_07_privatesector.pdf

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    Gavekal Research

    China Insight - Profits: over the hill...

    Profits: over the hill

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