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    Gavekal Research

    Reasons for the Pull-Back

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: ReasonsforthePullBack.pdf

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    Gavekal Research

    Global Equities vs German Bonds

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: GlobalEquitiesvsGermanBonds.pdf

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    Gavekal Research

    Taking a Page from the Hong Kong Playbook

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: TakingaPagefromtheHongKongPlaybook.pdf

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    Gavekal Research

    So Where Should We Buy Our Equities

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: SoWhereShouldWeBuyOurEquities.pdf

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    Gavekal Research

    A Defining Moment

    This document is part of our old archive. It was published on 2008-07-17.You can download it here: ADefiningMoment.pdf

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    Gavekal Research

    The Jaundiced View of Bankers

    This document is part of our old archive. It was published on 2008-07-17.You can download it here: TheJaundicedViewofBankers.pdf

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    Gavekal Research

    Sometimes Markets Are Wrong

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: SometimesMarketsAreWrong1.pdf

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    Gavekal Research

    A Schizophrenic Economy

    This document is part of our old archive. It was published on 2008-07-14.You can download it here: ASchizophrenicEconomy.pdf

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    Gavekal Research

    Viscous Coupling

    This document is part of our old archive. It was published on 2008-07-04.You can download it here: ViscousCoupling.pdf

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    Gavekal Research

    The End of the Inflation Scare?

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: TheEndoftheInflationScare.pdf

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    Gavekal Research

    The Fear of Recession - Part 1

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: TheFearofRecessionPart1.pdf

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    Gavekal Research

    Fear of Recession - Part II

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: FearofRecessionPartII.pdf

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    Gavekal Research

    The Current Oil Shock

    This document is part of our old archive. It was published on 2008-06-27.You can download it here: TheCurrentOilShock.pdf

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    Gavekal Research

    Asia's Crowded Trades Unwind

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: AsiasCrowdedTradesUnwind.pdf

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    Gavekal Research

    Improving US Data

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: ImprovingUSData.pdf

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    Gavekal Research

    The Improving US$ Breadth

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: TheImprovingUSBreadth.pdf

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    Gavekal Research

    Deja Vu All Over Again

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

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    Gavekal Research

    A "Plan B" For Oil?

    This document is part of our old archive. It was published on 2008-06-12.You can download it here: APlanBForOil.pdf

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    Gavekal Research

    A Few Remarks on the Discount Rate

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: AFewRemarksontheDiscountRate.pdf

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    Gavekal Research

    Lies, Damned Lies & House Price Statistics

    This document is part of our old archive. It was published on 2008-06-03.You can download it here: LiesDamnedLiesHousePriceStatistics.pdf

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