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    Gavekal Research

    Why Make It Simple When It Can Be Complicated?

    This document is part of our old archive. It was published on 2007-03-26.You can download it here: WhyMakeItSimpleWhenItCanBeComplicated1.pdf

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    Gavekal Research

    Breaking the Rules

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: BreakingtheRules.pdf

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    Gavekal Research

    Changes in the Global Liquidity Environment?

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: ChangesintheGlobalLiquidityEnvironment.pdf

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    Gavekal Research

    The Breakdown in the Yen-Euro

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: TheBreakdownintheYen-Euro.pdf

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    Gavekal Research

    Charles' Take On the French Presidential Election

    This document is part of our old archive. It was published on 2007-03-08.You can download it here: CharlesTakeOntheFrenchPresidentialElection1.pdf

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    Gavekal Research

    Charles' Take On the Recent Sell-Off

    This document is part of our old archive. It was published on 2007-03-08.You can download it here: CharlesTakeOntheRecentSell-Off.pdf

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    Gavekal Research

    The Real Question is Valuations

    This document is part of our old archive. It was published on 2007-03-08.You can download it here: TheRealQuestionisValuations.pdf

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    Gavekal Research

    Another Explanation to the Odd Dichotomy

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: AnotherExplanationtotheOddDichotomy.pdf

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    Gavekal Research

    The Real Carry Trade Player - Mrs. Watanabe

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: TheRealCarryTradePlayer-Mrs.Watanabe.pdf

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    Gavekal Research

    Explaining The Drop of Volatility of Growth

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: ExplainingTheDropofVolatilityofGrowth.pdf

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    Gavekal Research

    Squeezing Oil & Growth?

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: SqueezingOil&Growth.pdf

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    Gavekal Research

    The Continuing Boom

    This document is part of our old archive. It was published on 2007-02-09.You can download it here: TheContinuingBoom.pdf

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    Gavekal Research

    Something's Gotta Give

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SomethingsGottaGive1.pdf

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    Gavekal Research

    Falling Volatility & Monetary Policy

    This document is part of our old archive. It was published on 2006-12-13.You can download it here: FallingVolatility&MonetaryPolicy.pdf

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    Gavekal Research

    More On Earnings Yields

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: MoreOnEarningsYields.pdf

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    Gavekal Research

    On Dividends

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: OnDividends.pdf

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    Gavekal Research

    We Remain Bullish HK Equities

    This document is part of our old archive. It was published on 2006-11-14.You can download it here: WeRemainBullishHKEquities.pdf

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    Gavekal Research

    And We Also Remain Bullish On HK Equities

    This document is part of our old archive. It was published on 2006-11-13.You can download it here: AndWeAlsoRemainBullishOnHKEquities.pdf

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    Gavekal Research

    Something's Gotta Give

    This document is part of our old archive. It was published on 2006-11-13.You can download it here: SomethingsGottaGive.pdf

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    Gavekal Research

    Things Are Different This Time

    This document is part of our old archive. It was published on 2006-11-13.You can download it here: ThingsAreDifferentThisTime.pdf

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