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    Gavekal Research

    China's economic performance 2003

    This document is part of our old archive. It was published on 2004-02-27.You can download it here: 0183_ceb2004_03_economy2003.pdf

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    Gavekal Research

    Inflation returns: how worried should we be?

    This document is part of our old archive. It was published on 2004-02-05.You can download it here: 0182_ceb2004_02_inflation.pdf

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    Gavekal Research

    Understanding China's bank bailout

    This document is part of our old archive. It was published on 2004-01-19.You can download it here: 0181_ceb2004_01_bankbailout.pdf

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    Gavekal Research

    Research and development

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0178_ceq2003q4_sec2_technology_03r&d.pdf

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    Gavekal Research

    New style joint ventures

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0180_ceq2003q4_sec3_02jvs.pdf

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    Gavekal Research

    SOES: the quest for global champions

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0159_ceq2003q3_sec2_01globalsoes.pdf

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    Gavekal Research

    Case study: Baosteel

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0162_ceq2003q3_sec2_04baosteel.pdf

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    Gavekal Research

    Case study: China Merchants Bank

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0163_ceq2003q3_sec2_05cmb.pdf

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    Gavekal Research

    Case study: TCL

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0167_ceq2003q3_sec2_09_tcl.pdf

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    Gavekal Research

    Case study: Hainan air

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0169_ceq2003q3_sec2_11_hainanair.pdf

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    Gavekal Research

    China's oil quest

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0150_ceq2003q2_sec2_oil.pdf

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    Gavekal Research

    SARS: the return of political risk and the future of Hong Kong

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0154_ceq2003q2_sec3_04sars.pdf

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    Gavekal Research

    Inequality: is it a powder keg?

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0140_ceq2003q1_sec2_inequality.pdf

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    Gavekal Research

    Banks bet on consumer lending

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0145_ceq2003q1_sec3_05consumercredit.pdf

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    Gavekal Research

    Automobiles: place your bets

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0134_ceq2002q4_sec3_03automobiles.pdf

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    Gavekal Research

    Monkey King: Hayes Lou

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0136_ceq2002q4_sec3_05hayeslou.pdf

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    Gavekal Research

    The best multinationals in China

    This document is part of our old archive. It was published on 2001-06-01.You can download it here: 0087_ceq2001q2_sec2_bestMNC.pdf

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    Gavekal Research

    Software: China tries the India thing

    This document is part of our old archive. It was published on 2001-03-01.You can download it here: 0082_ceq2001q1_sec3_03software.pdf

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    Gavekal Research

    Guangdong: another country?

    This document is part of our old archive. It was published on 2000-06-01.You can download it here: 0056_ceq2000q2_sec2_guangdong.pdf

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