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    Gavekal Dragonomics

    DragonWeek May 4, 2010

    DragonWeek: An opinionated weekly guide to China's economic news

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    Gavekal Dragonomics

    DragonWeek April 20, 2010 - correction

    DragonWeek: An opinionated weekly guide to China's economic news

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    Gavekal Dragonomics

    DragonWeek April 19, 2010

    DragonWeek: An opinionated weekly guide to China's economic news

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    Gavekal Research

    Construction Quarterly - Q1 2010

    [LEFT]China real estate and construction market review: April 2010[/LEFT]

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    Gavekal Dragonomics

    CEQ Q1 2010 - Property market

    CEQ Q1 2010: Property Market

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    Gavekal Dragonomics

    Coal For Cars: Why Is China Investing In CTL?

    It may not sound sexy, but coal-to-liquids (CTL) technology has become much sought after in China. There has been a huge expansion of CTL projects during the past 10 years, driven by a combination of central government energy security concerns and local companies’ and governments’ profit objectives. Such enthusiasm is surprising: during its short history, CTL has already been written off several times as a technology without a future and most...

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    Gavekal Research

    Construction Quarterly - Q4 2009

    [LEFT]China real estate and construction market review: December 2009[/LEFT]

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    Gavekal Dragonomics

    CEQ Q4 2009 - Property

    CEQ Q4 2009: Property

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    Gavekal Research

    Construction Quarterly - Q3 2009

    [LEFT]China real estate and construction market review: September 2009[/LEFT]

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    Gavekal Dragonomics

    CEQ Q3 2009 - Affordability

    CEQ Q3 2009: Affordability

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    Gavekal Dragonomics

    Slouching Toward Electricity Price Reform

    In January, the government imposed a significant reform of refined oil prices, raising the tax on diesel and gasoline, linking domestic refined prices more directly to international crude oil prices, and shifting profits away from wholesale distributors and towards refiners. The intended result is threefold: domestic fuel prices will more directly reflect changes in the international crude price; refiners will not require big subsidies when the...

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    Gavekal Research

    Construction Quarterly - Q2 2009

    [LEFT]China real estate and construction market review: June 2009[/LEFT]

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    Gavekal Dragonomics

    CEQ Q2 2009 - Property market

    CEQ Q2 2009: Property Market

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    Gavekal Dragonomics

    DragonWeek 2009 March 23rd

    DragonWeek: An opinionated weekly guide to China's economic news

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    Gavekal Research

    Construction Quarterly - Q1 2009

    [LEFT]China real estate and construction market review: March 2009[/LEFT]

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    Gavekal Research

    Enigma variations: unwrapping the riddle of China's electricity industry

    This document is part of our old archive. It was published on 2008-08-26.You can download it here: 0458_ChinaInsight_080826_electricity.pdf

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    Gavekal Research

    Construction Quarterly - Q2 2008

    China real estate and construction market review: June 2008

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    Gavekal Research

    China Trade Review - February 2008

    China trade review - February 2008

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    Gavekal Research

    Real Estate and Construction Quarterly Outlook - 2007 Q4

    This document is part of our old archive. It was published on 2007-12-12.You can download it here: 02_ConstructionRealEstate_2007q4.pdf

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    Gavekal Dragonomics

    CEQ Q4 2007 - Housing: A Room Of One's Own

    After several false starts in the early 1990s, China undertook a massive privatizationof its public housing stock in 1998, which was largely complete by the end of 2003.The impact of this reform on China’s subsequent economic development appearsto have been enormous. Enterprises received an immediate cash infusion and werefreed from the costly burden of building housing for their employees. Employees gotan implicit subsidy when they bought...

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