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Gavekal Research
Research Team
Dec 10th 2010
GaveKal Daily - Tough Road Ahead for the UK
This document is part of our old archive. It was published on 2010-12-10.You can download it here: GKDailyReport101210.pdf
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Gavekal Research
Research Team
Dec 09th 2010
GaveKal Daily - The Meaning of the Rise in Bond Yields
This document is part of our old archive. It was published on 2010-12-09.You can download it here: GKDailyReport101209.pdf
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Gavekal Research
Research Team
Dec 08th 2010
GaveKal Daily - An EMU Crisis--and Rising Bond Yields
This document is part of our old archive. It was published on 2010-12-08.You can download it here: GKDailyReport1012083.pdf
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Gavekal Research
Research Team
Dec 03rd 2010
GaveKal Daily - US Sunshine Overshadows European Clouds
This document is part of our old archive. It was published on 2010-12-03.You can download it here: GKDailyReport1012031.pdf
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Gavekal Research
Research Team
Dec 02nd 2010
GaveKal Daily - What Could Stop the European Doomsday Machine?
This document is part of our old archive. It was published on 2010-12-02.You can download it here: GKDailyReport101202.pdf
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Gavekal Research
Anatole Kaletsky
Dec 02nd 2010
A New Idea to Save the Euro
This document is part of our old archive. It was published on 2010-12-02.You can download it here: GKAdHocComment1012021.pdf
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Gavekal Research
Louis Gave
Dec 01st 2010
QSCB - 1Q11 - Where Will Earnings Growth Be Found?
This document is part of our old archive. It was published on 2010-12-01.You can download it here: GKQuarterlyStrategy101201.pdf
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Gavekal Research
Research Team
Nov 30th 2010
GaveKal Daily - The Intriguing Inability of Safe-Haven Bonds to Rally on EMU Crisis
This document is part of our old archive. It was published on 2010-11-30.You can download it here: GKDailyReport101130.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky, Louis Gave
Nov 29th 2010
EMU Debt Crisis, Part III
This document is part of our old archive. It was published on 2010-11-29.You can download it here: GKAdHocComment1011291.pdf
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Gavekal Research
Research Team
Nov 29th 2010
GaveKal Daily - The Good, the Bad and the Ugly
This document is part of our old archive. It was published on 2010-11-29.You can download it here: GKDailyReport1011292.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky, François-Xavier Chauchat, Louis Gave
Nov 26th 2010
The Euro Debate, Part II
This document is part of our old archive. It was published on 2010-11-26.You can download it here: GKAdHocComment101126.pdf
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Gavekal Research
Research Team
Nov 25th 2010
GaveKal Daily - Don't Miss the Global Growth Story
This document is part of our old archive. It was published on 2010-11-25.You can download it here: GKDailyReport1011252.pdf
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Gavekal Research
Research Team
Nov 24th 2010
GaveKal Daily - Silver Linings in an Increasingly Dark Sky
This document is part of our old archive. It was published on 2010-11-24.You can download it here: GKDailyReport101124.pdf
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Gavekal Research
Research Team
Nov 22nd 2010
GaveKal Daily - From Sovereign Crisis to Banking Crisis
This document is part of our old archive. It was published on 2010-11-22.You can download it here: GKDailyReport101122.pdf
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Gavekal Research
Conor Colwell
Nov 22nd 2010
Opportunities and Bubbles in Cleantech VC
This document is part of our old archive. It was published on 2010-11-22.You can download it here: GKFiveCorners10112210.pdf
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Gavekal Research
François-Xavier Chauchat
Nov 19th 2010
Italy, PIGS and the Systemic Elasticity
This document is part of our old archive. It was published on 2010-11-19.You can download it here: GKAdHocComment1011191.pdf
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Gavekal Research
Anatole Kaletsky
Nov 17th 2010
Who is the Better Card Player?
This document is part of our old archive. It was published on 2010-11-17.You can download it here: GKAdHocComment101117.pdf
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Gavekal Research
Research Team
Nov 17th 2010
GaveKal Daily - High Stakes
This document is part of our old archive. It was published on 2010-11-17.You can download it here: GKDailyReport101117.pdf
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Gavekal Research
François-Xavier Chauchat
Nov 16th 2010
Is the Strong Euro a Threat for the Eurozone?
This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners101116.pdf
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Gavekal Research
Charles Gave
Nov 16th 2010
Misleading Averages
This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011161.pdf
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Gavekal Research
Pierre Gave
Nov 16th 2010
The Baltic Resurgence
This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011163.pdf
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Gavekal Research
Cathy Holcombe
Nov 16th 2010
The Virtue of Knowing What's in the Sausage
This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011164.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky, François-Xavier Chauchat, Louis Gave
Nov 12th 2010
What If Ireland Taps the EU Emergency Fund?
This document is part of our old archive. It was published on 2010-11-12.You can download it here: GKAdHocComment101112.pdf
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Gavekal Research
Charles Gave
Nov 03rd 2010
Policy Mix and Volatility
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners101103.pdf
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Gavekal Research
Anatole Kaletsky
Nov 03rd 2010
The Debate Over QE2
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011032.pdf
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Gavekal Research
François-Xavier Chauchat
Nov 03rd 2010
The German Call, Bernanke Put and Profitability
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011033.pdf
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Gavekal Research
Anatole Kaletsky
Nov 03rd 2010
The Long Gilt, Short Treasuries Trade
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011034.pdf
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Gavekal Research
Research Team
Nov 02nd 2010
GaveKal Daily - Revisiting Europe's New Export Champions
This document is part of our old archive. It was published on 2010-11-02.You can download it here: GKDailyReport1011022.pdf
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Gavekal Research
Research Team
Nov 01st 2010
GaveKal Daily - In This Recovery the Difference is Corporate Profitability
This document is part of our old archive. It was published on 2010-11-01.You can download it here: GKDailyReport101101.pdf
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Gavekal Research
Research Team
Oct 28th 2010
GaveKal Daily - Things Have Changed Since Jackson Hole
This document is part of our old archive. It was published on 2010-10-28.You can download it here: GKDailyReport101028.pdf
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Gavekal Research
Research Team
Oct 27th 2010
GaveKal Daily - The UK's Strong GDP Figures
This document is part of our old archive. It was published on 2010-10-27.You can download it here: GKDailyReport101027.pdf
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Gavekal Research
Research Team
Oct 25th 2010
GaveKal Daily - Signs of a US-China Detente
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKDailyReport101025.pdf
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Gavekal Research
Research Team
Oct 22nd 2010
GaveKal Daily - The Global Tea Party Movement?
This document is part of our old archive. It was published on 2010-10-22.You can download it here: GKDailyReport101022.pdf
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Gavekal Research
François-Xavier Chauchat
Oct 19th 2010
The True Weight of Governments
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners101019.pdf
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Gavekal Research
Charles Gave
Oct 19th 2010
The Circle of Manipulation Lives On
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport101019.pdf
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Gavekal Research
François-Xavier Chauchat
Oct 19th 2010
The Four Merits of Russia's Accession to WTO
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners1010192.pdf
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Gavekal Research
Anatole Kaletsky
Oct 19th 2010
Britain's Quantitative Easing
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKFiveCorners1010193.pdf
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Gavekal Research
Research Team
Oct 19th 2010
GaveKal Daily - Battle Lines Are Drawn in France
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport1010191.pdf
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Gavekal Research
Charles Gave, François-Xavier Chauchat
Oct 19th 2010
Has the Euro Proven Itself?
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKAdHocComment101019.pdf
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Gavekal Research
Research Team
Oct 13th 2010
GaveKal Growth - Dispersion and Sentiment
This document is part of our old archive. It was published on 2010-10-13.You can download it here: GKDailyReport101013.pdf
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Gavekal Research
Research Team
Oct 06th 2010
GaveKal Daily - Love and Disdain in the FX Markets
This document is part of our old archive. It was published on 2010-10-06.You can download it here: GKDailyReport101006.pdf
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Gavekal Research
Pierre Gave
Oct 05th 2010
Is the SEK Rally Really Sustainable?
This document is part of our old archive. It was published on 2010-10-05.You can download it here: GKFiveCorners1010054.pdf
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Gavekal Research
Research Team
Sep 30th 2010
GaveKal Daily - The Strength of the Euro
This document is part of our old archive. It was published on 2010-09-30.You can download it here: GKDailyReport1009301.pdf
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Gavekal Research
Jeonghee Lee
Sep 27th 2010
Property, Policy and Politics in Korea
This document is part of our old archive. It was published on 2010-09-27.You can download it here: GKFiveCorners1009274.pdf
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Gavekal Research
Research Team
Sep 20th 2010
GaveKal Daily - The German Dilemma and Europe's Fat Tail Risk
This document is part of our old archive. It was published on 2010-09-20.You can download it here: GKDailyReport100920.pdf
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Gavekal Research
Pierre Gave
Sep 17th 2010
Quarterly Strategy Chart Book 4Q10 - The Age of Economic Dispersion
This document is part of our old archive. It was published on 2010-09-17.You can download it here: GKQuarterlyStrategy1009173.pdf
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Gavekal Research
Research Team
Sep 15th 2010
GaveKal Daily - The Questions Behind the JPY Intervention
This document is part of our old archive. It was published on 2010-09-15.You can download it here: GKDailyReport100915.pdf
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Gavekal Research
Research Team
Sep 13th 2010
GaveKal Daily - More RMB Action as Political Tensions Rise
This document is part of our old archive. It was published on 2010-09-13.You can download it here: GKDailyReport100913.pdf
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Gavekal Research
Charles Gave
Sep 10th 2010
How the World Works
This document is part of our old archive. It was published on 2010-09-10.You can download it here: GKAdHocComment1009101.pdf
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Gavekal Research
Research Team
Sep 07th 2010
GaveKal Daily - Renewed Fears on Ireland
This document is part of our old archive. It was published on 2010-09-07.You can download it here: GKDailyReport100907.pdf
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Gavekal Research
Anatole Kaletsky
Sep 06th 2010
How Low Will US Housing Go?
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009062.pdf
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Gavekal Research
Pierre Gave
Sep 06th 2010
The Multiple Bond Sell Signals
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009066.pdf
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Gavekal Research
Research Team
Sep 03rd 2010
GaveKal Daily - Sweden, the Output Gap and Global Bond Valuations
This document is part of our old archive. It was published on 2010-09-03.You can download it here: GKEnergyWeekly100903.pdf
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Gavekal Research
François-Xavier Chauchat
Sep 01st 2010
The End of German Deflation
This document is part of our old archive. It was published on 2010-09-01.You can download it here: GKAdHocComment1009011.pdf
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Gavekal Research
Research Team
Aug 27th 2010
The Sustainability of Wind
This document is part of our old archive. It was published on 2010-08-27.You can download it here: GKAdHocComment1008271.pdf
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Gavekal Research
Research Team
Aug 23rd 2010
GaveKal Daily - In Which Direction Will the Next Panic Come?
This document is part of our old archive. It was published on 2010-08-23.You can download it here: GKDailyReport100823.pdf
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Gavekal Research
François-Xavier Chauchat
Aug 09th 2010
A US$2,000bn Rebalancing
This document is part of our old archive. It was published on 2010-08-09.You can download it here: GKFiveCorners1008091.pdf
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Gavekal Research
Aug 09th 2010
Back to Work
This document is part of our old archive. It was published on 2010-08-09.You can download it here: GKFiveCorners1008092.pdf
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Gavekal Research
Pierre Gave
Aug 09th 2010
Breaking the Curse?
This document is part of our old archive. It was published on 2010-08-09.You can download it here: GKFiveCorners1008093.pdf
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Gavekal Research
François-Xavier Chauchat
Aug 09th 2010
The German Question
This document is part of our old archive. It was published on 2010-08-09.You can download it here: GKFiveCorners1008094.pdf
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Gavekal Research
Research Team
Aug 06th 2010
GaveKal Daily - Where Do European Profits Come From?
This document is part of our old archive. It was published on 2010-08-06.You can download it here: GKDailyReport100806.pdf
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Gavekal Research
Anatole Kaletsky, François-Xavier Chauchat
Aug 05th 2010
Discussing the European Outperformance
This document is part of our old archive. It was published on 2010-08-05.You can download it here: GKAdHocComment100805.pdf
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Gavekal Research
Anatole Kaletsky
Aug 03rd 2010
Is It Still Time to Overweight Europe?
This document is part of our old archive. It was published on 2010-08-03.You can download it here: GKAdHocComment100803.pdf
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Gavekal Research
Research Team
Jul 26th 2010
GaveKal Daily - Europe's Outperformance and Strong Data
This document is part of our old archive. It was published on 2010-07-26.You can download it here: GKDailyReport100726.pdf
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Gavekal Research
Research Team
Jul 19th 2010
GaveKal Daily - A Worrying Development
This document is part of our old archive. It was published on 2010-07-19.You can download it here: GKDailyReport100719.pdf
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Gavekal Research
Cathy Holcombe
Jul 19th 2010
A Less Cyclical Korea
This document is part of our old archive. It was published on 2010-07-19.You can download it here: GKFiveCorners1007192.pdf
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Gavekal Research
Research Team
Jul 14th 2010
GaveKal Daily - Cocorico
This document is part of our old archive. It was published on 2010-07-14.You can download it here: GKDailyReport1007141.pdf
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Gavekal Research
François-Xavier Chauchat
Jul 12th 2010
A Competitive Euro
This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners100712.pdf
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Gavekal Research
François-Xavier Chauchat
Jul 07th 2010
The New Export Champions
This document is part of our old archive. It was published on 2010-07-07.You can download it here: GKAdHocComment1007072.pdf
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Gavekal Research
Research Team
Jul 07th 2010
GaveKal Daily - The Confusion of Problems
This document is part of our old archive. It was published on 2010-07-07.You can download it here: GKDailyReport1007071.pdf
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Gavekal Research
Research Team
Jul 05th 2010
GaveKal Daily - Credit Easing, Part Deux
This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKDailyReport100705.pdf
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Gavekal Research
Anatole Kaletsky
Jul 05th 2010
Britian Starts First
This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners100705.pdf
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Gavekal Research
Charles Gave
Jul 05th 2010
On Euro Purchasing Power
This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007052.pdf
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Gavekal Research
Research Team
Jul 01st 2010
GaveKal Daily - The Riksbank Dilemma
This document is part of our old archive. It was published on 2010-07-01.You can download it here: GKDailyReport100701.pdf
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Gavekal Research
Research Team
Jun 29th 2010
GaveKal Daily - An Interesting Story of Risk Diversification
This document is part of our old archive. It was published on 2010-06-29.You can download it here: GKDailyReport1006291.pdf
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Gavekal Research
Research Team
Jun 28th 2010
GaveKal Daily - Correlations Break Down
This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKDailyReport100628.pdf
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Gavekal Research
Charles Gave
Jun 28th 2010
A New Asset Class?
This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006281.pdf
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Gavekal Research
François-Xavier Chauchat
Jun 28th 2010
Greece, a New Trojan Horse
This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006282.pdf
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Gavekal Research
Anatole Kaletsky
Jun 28th 2010
The UK Budget Goes Down Well
This document is part of our old archive. It was published on 2010-06-28.You can download it here: GKFiveCorners1006284.pdf
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Gavekal Research
Research Team
Jun 23rd 2010
GaveKal Daily - This is No Dunkirk Budget
This document is part of our old archive. It was published on 2010-06-23.You can download it here: GKDailyReport1006231.pdf
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Gavekal Research
Research Team
Jun 22nd 2010
GaveKal Daily - The Outperformance of European Equities since May 7
This document is part of our old archive. It was published on 2010-06-22.You can download it here: GKDailyReport100622.pdf
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Gavekal Research
Will Freeman
Jun 21st 2010
China Aids Greece with an Eye to Europe
This document is part of our old archive. It was published on 2010-06-21.You can download it here: GKFiveCorners1006213.pdf
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Gavekal Research
Research Team
Jun 17th 2010
GaveKal Daily - Is Fiscal Discipine Becoming "Populist"?
This document is part of our old archive. It was published on 2010-06-17.You can download it here: GKDailyReport1006172.pdf
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Gavekal Research
Research Team
Jun 15th 2010
GaveKal Daily - Risk Appetite Perks Up
This document is part of our old archive. It was published on 2010-06-15.You can download it here: GKDailyReport100615.pdf
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Gavekal Research
Research Team
Jun 10th 2010
GaveKal Daily - Negative Turn on Global Bond Markets
This document is part of our old archive. It was published on 2010-06-10.You can download it here: GKDailyReport100610.pdf
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Gavekal Research
Anatole Kaletsky, François-Xavier Chauchat, Louis Gave, Pierre Gave, Will Denyer, Joyce Poon
Jun 10th 2010
Quarterly Strategy Chart Book 3Q10 - The Great Rebalancing
This document is part of our old archive. It was published on 2010-06-10.You can download it here: GKQuarterlyStrategy1006101.pdf
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Gavekal Research
Research Team
Jun 08th 2010
What the Oil Executives Say About BP
This document is part of our old archive. It was published on 2010-06-08.You can download it here: GKAdHocComment1006081.pdf
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Gavekal Research
Research Team
Jun 07th 2010
GaveKal Daily - What Will Follow the Euro Lower?
This document is part of our old archive. It was published on 2010-06-07.You can download it here: GKDailyReport1006072.pdf
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Gavekal Research
Research Team
Jun 03rd 2010
GaveKal Daily - The Ball is Now in Trichet's Court
This document is part of our old archive. It was published on 2010-06-03.You can download it here: GKDailyReport100603.pdf
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Gavekal Research
François-Xavier Chauchat
Jun 01st 2010
Europe's Second Wave of Supply Side Reforms
This document is part of our old archive. It was published on 2010-06-01.You can download it here: GKFiveCorners1006011.pdf
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Gavekal Research
François-Xavier Chauchat
Jun 01st 2010
Green Shoots in the East German Desert
This document is part of our old archive. It was published on 2010-06-01.You can download it here: GKFiveCorners1006012.pdf
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Gavekal Research
Pierre Gave
Jun 01st 2010
In Defense of Swedish Banks
This document is part of our old archive. It was published on 2010-06-01.You can download it here: GKFiveCorners1006013.pdf
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Gavekal Research
Charles Gave
Jun 01st 2010
Managing Money in a Solvency Crisis
This document is part of our old archive. It was published on 2010-06-01.You can download it here: GKFiveCorners1006014.pdf
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Gavekal Research
Research Team
May 28th 2010
GaveKal Daily - Spain Reforms - Will the ECB Help?
This document is part of our old archive. It was published on 2010-05-28.You can download it here: GKDailyReport100528.pdf
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Gavekal Research
Research Team
May 17th 2010
GaveKal Daily - Implications of the UK's Latest Soak-the-Rich Scheme
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKDailyReport100517.pdf
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Gavekal Research
François-Xavier Chauchat
May 17th 2010
Euroland's Growth Prospects
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005172.pdf
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Gavekal Research
Charles Gave
May 17th 2010
Is it Time to Reduce the EMU Underweighting?
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005173.pdf
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Gavekal Research
Anatole Kaletsky
May 17th 2010
Kicking the UK's Financial Sector--while it's Down
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005174.pdf
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Gavekal Research
May 17th 2010
Was it Quantitative Easing, or Credit Easing?
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005175.pdf
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Gavekal Research
Will Denyer
May 17th 2010
The Fig Leaf Comes Off
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKFiveCorners1005178.pdf
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