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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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    Gavekal Research

    We Remain Bullish US Equities

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

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    Gavekal Research

    And Tax Cuts That Did Work

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: AndTaxCutsThatDidWork.pdf

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    Gavekal Research

    Tax Increases That Won't Work

    This document is part of our old archive. It was published on 2006-10-17.You can download it here: TaxIncreasesThatWontWork.pdf

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    Gavekal Research

    Another Reason to Buy Large Caps

    This document is part of our old archive. It was published on 2006-10-05.You can download it here: AnotherReasontoBuyLargeCaps1.pdf

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    Gavekal Research

    Inverted Yield Curves and Recessions

    This document is part of our old archive. It was published on 2006-10-03.You can download it here: InvertedYieldCurvesandRecessions.pdf

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    Gavekal Research

    Reforming Governments and Booming Productivity

    This document is part of our old archive. It was published on 2006-10-03.You can download it here: ReformingGovernmentsandBoomingProductivity.pdf

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    Gavekal Research

    What Do We Buy in the Deflationary Boom?

    This document is part of our old archive. It was published on 2006-10-03.You can download it here: WhatDoWeBuyintheDeflationaryBoom.pdf

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    Gavekal Research

    Reaping the Rewards of the Deflationary Boom - Quarterly Strategy Chart Book 4Q06

    This document is part of our old archive. It was published on 2006-09-21.You can download it here: ReapingtheRewardsoftheDeflationaryBoom-QuarterlyStrategyChartBook4Q06.pdf

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    Gavekal Research

    Why Are Shares So Cheap?

    This document is part of our old archive. It was published on 2006-09-18.You can download it here: WhyAreSharesSoCheap.pdf

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    Gavekal Research

    Five Corners-Volume 7 Issue 18

    This document is part of our old archive. It was published on 2006-09-17.You can download it here: ResendofFiveCorners-Volume7Issue181.pdf

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    Gavekal Research

    Housing & US Current Account Deficit

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: Housing&USCurrentAccountDeficit.pdf

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    Gavekal Research

    US vs EAFE

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USvsEAFE.pdf

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    Gavekal Research

    US Current Account Deficits & Liquidity Squeezes

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USCurrentAccountDeficits&LiquiditySqueezes.pdf

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    Gavekal Research

    Will The Malthusian View on Oil Carry the Day

    This document is part of our old archive. It was published on 2006-08-25.You can download it here: WillTheMalthusianViewonOilCarrytheDay.pdf

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    Gavekal Research

    Short Rate Differentials and the US$

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ShortRateDifferentialsandtheUS$.pdf

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    Gavekal Research

    The Market Does Not Buy the Inflation Scare

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: TheMarketDoesNotBuytheInflationScare.pdf

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    Gavekal Research

    Three Charts and an Odd Situation

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ThreeChartsandanOddSituation.pdf

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    Gavekal Research

    A Barbell Portfolio

    This document is part of our old archive. It was published on 2006-08-10.You can download it here: ABarbellPortfolio.pdf

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    Gavekal Research

    Corporate Profits & Rising Labor Costs in Japan

    This document is part of our old archive. It was published on 2006-07-20.You can download it here: CorporateProfits&RisingLaborCostsinJapan.pdf

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    Gavekal Research

    Creative Accounting, Over-Earnings, etc

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: CreativeAccounting,Over-Earnings,etc.pdf

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    Gavekal Research

    Economic Illiteracy

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: EconomicIlliteracy.pdf

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    Gavekal Research

    Monitoring Money Growth in the US

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: MonitoringMoneyGrowthintheUS.pdf

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    Gavekal Research

    A Review of US Monetary Policy

    This document is part of our old archive. It was published on 2006-07-05.You can download it here: AReviewofUSMonetaryPolicy.pdf

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    Gavekal Research

    The Drivers of Volatility

    This document is part of our old archive. It was published on 2006-06-26.You can download it here: TheDriversofVolatility.pdf

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    Gavekal Research

    Quarterly Strategy Report 3Q06 - A Different Investment Environment

    This document is part of our old archive. It was published on 2006-06-21.You can download it here: QuarterlyStrategyReport3Q06-ADifferentInvestsmentEnvironment.pdf

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    Gavekal Research

    A Shaky Second Pillar - A US Consumer of Last Resort

    This document is part of our old archive. It was published on 2006-06-13.You can download it here: AShakySecondPillar-AUSConsumerofLastResort.pdf

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    Gavekal Research

    A Wobbly Third Pillar - The Asian Saving Glut

    This document is part of our old archive. It was published on 2006-06-13.You can download it here: AWobblyThirdPillar-TheAsianSavingGlut.pdf

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    Gavekal Research

    Five Corners - Volume 7- Issue 12 - June 12th 2006

    This document is part of our old archive. It was published on 2006-06-12.You can download it here: REPOSTFiveCorners-Volume7-Issue12-June12th2006.pdf

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    Gavekal Research

    Japan Keeps the ZIRP - JGBs Will Rally

    This document is part of our old archive. It was published on 2006-05-29.You can download it here: JapanKeepstheZIRP-JGBsWillRally.pdf

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    Gavekal Research

    More Fools than Money - The German Bond Indicator

    This document is part of our old archive. It was published on 2006-05-29.You can download it here: MoreFoolsthanMoney-TheGermanBondIndicator.pdf

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    Gavekal Research

    The Leverage in the System & the Weak US$

    This document is part of our old archive. It was published on 2006-05-18.You can download it here: TheLeverageintheSystem&theWeakUS$1.pdf

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    Gavekal Research

    Does France Belong in the PIG Club?

    This document is part of our old archive. It was published on 2006-05-15.You can download it here: DoesFranceBelonginthePIGClub.pdf

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    Gavekal Research

    Germany's Economic Recovery

    This document is part of our old archive. It was published on 2006-05-15.You can download it here: GermanysEconomicRecovery.pdf

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    Gavekal Research

    The Swings Of the Pendulum

    This document is part of our old archive. It was published on 2006-05-15.You can download it here: TheSwingsOfthePendulum.pdf

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    Gavekal Research

    Global Liquidity Review

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Quarterly Strategy Chart Book - How Long Can Bull Markets in Every Asset Class Last?

    This document is part of our old archive. It was published on 2006-03-27.You can download it here: QuarterlyStrategyChartBook-HowLongCanBullMarketsinEveryAssetClassLast.pdf

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    Gavekal Research

    Something is Changing in Germany - But What?

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    Gavekal Research

    Are Washing Machines An Asset Class?

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    Gavekal Research

    An Important Factor in Our Brave New World

    This document is part of our old archive. It was published on 2006-01-06.You can download it here: AnImportantFactorinOurBraveNewWorld.pdf

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    Gavekal Research

    When Will the Fed Stop Raising Rates

    This document is part of our old archive. It was published on 2006-01-06.You can download it here: WhenWilltheFedStopRaisingRates.pdf

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    Gavekal Research

    Will Commodities Continue to Power Ahead in 2006?

    This document is part of our old archive. It was published on 2006-01-06.You can download it here: WillCommoditiesContinuetoPowerAheadin2006.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 1Q06 - The Mid Cycle Slowdown of 2006

    This document is part of our old archive. It was published on 2005-12-29.You can download it here: QuarterlyStrategyChartBook1Q06-TheMidCycleSlowdownof2006.pdf

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    Gavekal Research

    Asset Inflation: A Pompous & Potentially Dangerous Notion

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    Gavekal Research

    Our Brave New World - The New GaveKal Book That You Must Read

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    Gavekal Research

    Five Corners - October 27, 2005

    This document is part of our old archive. It was published on 2005-10-27.You can download it here: ResendofFiveCorners.pdf

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    Gavekal Research

    The Dollar Asset Standard - Erratum & Addendum

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    Gavekal Research

    The Dollar Asset Standard

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    Gavekal Research

    Japan: From Bad Deflation to Good

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    Gavekal Research

    Five Corners, Volume 6 - Issue 16

    This document is part of our old archive. It was published on 2005-08-11.You can download it here: Resend-FiveCorners,Volume6-Issue16.pdf

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    Gavekal Research

    The European Debate

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    Gavekal Research

    Quarterly Strategy Chart Book - 3Q05 - What Are Markets Afraid Of?

    This document is part of our old archive. It was published on 2005-06-10.You can download it here: QuarterlyStrategyChartBook-3Q05-WhatAreMarketsAfraidOf.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 2Q05 - Who Has Done Something Stupid?

    This document is part of our old archive. It was published on 2005-04-13.You can download it here: QuarterlyStrategyChartBook2Q05-WhoHasDoneSomethingStupid.pdf

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    Gavekal Research

    The Writing is on the Wall

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    Gavekal Research

    The French Stock Market Mystery

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Quarterly Strategy Chart Book - First Quarter 2005

    This document is part of our old archive. It was published on 2005-01-12.You can download it here: QuarterlyStrategyChartBook-FirstQuarter2005.pdf

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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

    Quarterly Strategy Chart Book - 4Q04 - A Return to Basics

    This document is part of our old archive. It was published on 2004-09-24.You can download it here: QuarterlyStrategyChartBook-4Q04-AReturntoBasics.pdf

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    Gavekal Research

    Don’t Be Economic Girlie-Men

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    Our International Monetary System

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    Gavekal Research

    Quarterly Strategy Chart Book 1Q04 - The Prevalent Belief

    This document is part of our old archive. It was published on 2004-01-15.You can download it here: QuarterlyStrategyChartBook1Q04-ThePrevalentBelief.pdf

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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

    Quarterly Strategy Chart Book - What Kind of Investment Environment?

    This document is part of our old archive. It was published on 2003-10-03.You can download it here: QuarterlyStrategyChartBook-WhatKindofInvestmentEnvironment.pdf

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    Gavekal Research

    The Euro's Numbers Don't Add Up

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    Gavekal Research

    Quarterly Strategy Chart Book - The Other Side of the US Current Account Deficit

    This document is part of our old archive. It was published on 2003-06-30.You can download it here: QuarterlyStrategyChartBook-TheOtherSideoftheUSCurrentAccountDeficit.pdf

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    Gavekal Research

    The Tobin Q Debate

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    Gavekal Research

    Quarterly Strategy Chart Book - Reviewing the Indicators

    This document is part of our old archive. It was published on 2003-04-14.You can download it here: QuarterlyStrategyChartBook-ReviewingtheIndicators.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 1Q03 - Reaching The Tipping Point?

    This document is part of our old archive. It was published on 2003-01-13.You can download it here: QuarterlyStrategyChartBook1Q03-ReachingTheTippingPoint.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book-4Q02

    This document is part of our old archive. It was published on 2002-09-25.You can download it here: Quarterly_Strategy_Chart_Book_4Q02.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book-4Q02

    This document is part of our old archive. It was published on 2002-09-25.You can download it here: quarterlystrategychartbook_4Q02.pdf

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    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2002-07-24.You can download it here: Quarterly_Strategy_Chart_Book_-_3Q02.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2002-03-28.You can download it here: Quarterly_Strategy_Chart_Book_-_2Q02.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2001-12-03.You can download it here: Quarterly_Strategy_Chart_Book_-_1Q02.pdf

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    Gavekal Research

    The Fall of Another Berlin Wall

    This document is part of our old archive. It was published on 2001-10-24.You can download it here: ACF91.pdf

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    Gavekal Research

    Quarterly Strategy Book

    This document is part of our old archive. It was published on 2001-09-29.You can download it here: ACF139.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2001-09-28.You can download it here: Quarterly_Strategy_Chart_Book_-_4Q01.pdf

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    Gavekal Research

    Responses to Terror

    This document is part of our old archive. It was published on 2001-09-11.You can download it here: Responses_to_Terror,_September_11th_2001.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2001-07-12.You can download it here: ACFE9.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2001-03-26.You can download it here: Quarterly_Strategy_Chart_Book_-_2Q01.pdf

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    Gavekal Research

    The Triumph of Technocracy

    This document is part of our old archive. It was published on 2001-03-07.You can download it here: The_Triumph_of_Technocracy,_March_7th_2001.pdf

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    Gavekal Research

    UK Deflationary Boom

    This document is part of our old archive. It was published on 2001-02-15.You can download it here: UK_Deflationary_Boom-February_15th_2001.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2001-01-09.You can download it here: Quarterly_Strategy_Chart_Book_-_1Q01.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2001-01-09.You can download it here: ACFEF.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 2000-10-16.You can download it here: Quarterly_Strategy_Chart_Book_-_4Q00.pdf

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