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Gavekal Research
Charles Gave, Louis Gave
May 12th 2010
Where Will the Risk Re-Emerge?
This document is part of our old archive. It was published on 2010-05-12.You can download it here: GKAdHocComment100512.pdf
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Gavekal Research
Research Team
May 12th 2010
GaveKal Daily - Hard Times but Easy Money for Banks
This document is part of our old archive. It was published on 2010-05-12.You can download it here: GKDailyReport100512.pdf
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Gavekal Research
Research Team
May 11th 2010
GaveKal Daily - More Take-aways on the Euro Package
This document is part of our old archive. It was published on 2010-05-11.You can download it here: GKDailyReport100511.pdf
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Gavekal Research
Research Team
May 10th 2010
GaveKal Daily - Possible Roadblocks on the Euro's Path
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKDailyReport100510.pdf
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Gavekal Research
Anatole Kaletsky, Louis Gave
May 10th 2010
Will the EMU Plan Work?
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKAdHocComment1005103.pdf
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Gavekal Research
Anatole Kaletsky
May 07th 2010
Buy Britain - But Not Just Yet
This document is part of our old archive. It was published on 2010-05-07.You can download it here: GKAdHocComment100507.pdf
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Gavekal Research
Research Team
May 06th 2010
GaveKal Daily - Why are the Wheels Still Coming off the Bus in Europe?
This document is part of our old archive. It was published on 2010-05-06.You can download it here: GKDailyReport1005061.pdf
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Gavekal Research
Anatole Kaletsky
May 06th 2010
We Need a Tory-Liberal Pact
This document is part of our old archive. It was published on 2010-05-06.You can download it here: GKAdHocComment100506.pdf
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Gavekal Research
Research Team
May 04th 2010
GaveKal Daily - Is the ECB the Bundesbank or the Bank of Greece?
This document is part of our old archive. It was published on 2010-05-04.You can download it here: GKDailyReport100504.pdf
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Gavekal Research
Anatole Kaletsky
May 03rd 2010
Europe's Nuclear Option
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005032.pdf
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Gavekal Research
Anatole Kaletsky
May 03rd 2010
The EMU Crisis Is Not Over
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005033.pdf
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Gavekal Research
François-Xavier Chauchat
May 03rd 2010
The EuroHedge: Higher Return, Lower Volatility
This document is part of our old archive. It was published on 2010-05-03.You can download it here: GKFiveCorners1005034.pdf
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Gavekal Research
Charles Gave
Apr 30th 2010
MUST READ: Was the Demise of the Soviet Union a Negative Event?
This document is part of our old archive. It was published on 2010-04-30.You can download it here: GKAdHocComment100430.pdf
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Gavekal Research
Research Team
Apr 30th 2010
GaveKal Daily - The UK Election Enters into its Final Week
This document is part of our old archive. It was published on 2010-04-30.You can download it here: GKDailyReport100430.pdf
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Gavekal Research
Research Team
Apr 28th 2010
GaveKal Daily - The Birthplace of Democracy, the Graveyard of Social-Democracy?
This document is part of our old archive. It was published on 2010-04-28.You can download it here: GKDailyReport100428.pdf
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Gavekal Research
Research Team
Apr 23rd 2010
GaveKal Daily - The Greek Crescendo
This document is part of our old archive. It was published on 2010-04-23.You can download it here: GKDailyReport100423.pdf
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Gavekal Research
Research Team
Apr 22nd 2010
GaveKal Daily - The Search for Scapegoats
This document is part of our old archive. It was published on 2010-04-22.You can download it here: GKDailyReport100422.pdf
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Gavekal Research
Research Team
Apr 21st 2010
GaveKal Energy Weekly - The Gasoline Export Bandwagon
This document is part of our old archive. It was published on 2010-04-21.You can download it here: GKEnergyWeekly100421.pdf
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Gavekal Research
Research Team
Apr 20th 2010
GaveKal Daily - Have the True Costs of the Euro Fully Appeared
This document is part of our old archive. It was published on 2010-04-20.You can download it here: GKDailyReport1004201.pdf
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Gavekal Research
Charles Gave
Apr 19th 2010
Real Rates & The Euro-US$
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004192.pdf
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Gavekal Research
Charles Gave
Apr 19th 2010
The Puzzling Convergence of Real Rates
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004193.pdf
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Gavekal Research
Anatole Kaletsky
Apr 19th 2010
The Liberal Democrat Surge
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004194.pdf
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Gavekal Research
François-Xavier Chauchat
Apr 19th 2010
Europe's Financial Heat Map
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004195.pdf
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Gavekal Research
Anatole Kaletsky
Apr 19th 2010
The Real Lesson from the Greek Crisis
This document is part of our old archive. It was published on 2010-04-19.You can download it here: GKFiveCorners1004196.pdf
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Gavekal Research
Research Team
Apr 15th 2010
GaveKal Daily - Abating Deflationary Pressures Help Push Equity Markets Through Big Round Numbers
This document is part of our old archive. It was published on 2010-04-15.You can download it here: GKDailyReport100415.pdf
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Gavekal Research
Research Team
Apr 12th 2010
GaveKal Daily - The Implications of the Greek Bailout
This document is part of our old archive. It was published on 2010-04-12.You can download it here: GKDailyReport1004121.pdf
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Gavekal Research
François-Xavier Chauchat
Apr 09th 2010
What is Next For Europe?
This document is part of our old archive. It was published on 2010-04-09.You can download it here: GKFiveCorners100409.pdf
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Gavekal Research
François-Xavier Chauchat
Apr 09th 2010
The Price to Peak Earnings
This document is part of our old archive. It was published on 2010-04-09.You can download it here: GKFiveCorners1004091.pdf
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Gavekal Research
Anatole Kaletsky
Apr 09th 2010
On Interest Rates, Growth & Government Spending
This document is part of our old archive. It was published on 2010-04-09.You can download it here: GKFiveCorners1004092.pdf
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Gavekal Research
François-Xavier Chauchat
Apr 09th 2010
Buy Exporters Everywhere
This document is part of our old archive. It was published on 2010-04-09.You can download it here: GKFiveCorners1004094.pdf
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Gavekal Research
Anatole Kaletsky
Apr 07th 2010
Why a Hung UK Parliament Would Be Good News
This document is part of our old archive. It was published on 2010-04-07.You can download it here: GKAdHocComment100407.pdf
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Gavekal Research
Research Team
Mar 31st 2010
GaveKal Daily - An Expanded Role for the IMF
This document is part of our old archive. It was published on 2010-03-31.You can download it here: GKDailyReport1003313.pdf
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Gavekal Research
Charles Gave
Mar 30th 2010
The Crowding-Out Factor
This document is part of our old archive. It was published on 2010-03-30.You can download it here: GKAdHocComment1003301.pdf
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Gavekal Research
Research Team
Mar 26th 2010
GaveKal Daily - The Franco-German Plan
This document is part of our old archive. It was published on 2010-03-26.You can download it here: GKDailyReport100326.pdf
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Gavekal Research
François-Xavier Chauchat
Mar 24th 2010
Europe's Three-Tier Equity Market
This document is part of our old archive. It was published on 2010-03-24.You can download it here: GKFiveCorners100324.pdf
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Gavekal Research
Charles Gave
Mar 24th 2010
The Euro Exchange Standard
This document is part of our old archive. It was published on 2010-03-24.You can download it here: GKFiveCorners1003243.pdf
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Gavekal Research
Anatole Kaletsky
Mar 24th 2010
The UK Fiscal Challenge
This document is part of our old archive. It was published on 2010-03-24.You can download it here: GKFiveCorners1003244.pdf
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Gavekal Research
Research Team
Mar 19th 2010
GaveKal Daily - The Consequences of the EMU Debt Crisis
This document is part of our old archive. It was published on 2010-03-19.You can download it here: GKDailyReport1003195.pdf
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Gavekal Research
Research Team
Mar 15th 2010
GaveKal Daily - Is Germany Changing its Attitude Towards Greece?
This document is part of our old archive. It was published on 2010-03-15.You can download it here: GKDailyReport100315.pdf
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Gavekal Research
Anatole Kaletsky
Mar 08th 2010
A Strong Sterling Problem?
This document is part of our old archive. It was published on 2010-03-08.You can download it here: GKFiveCorners1003081.pdf
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Gavekal Research
François-Xavier Chauchat
Mar 08th 2010
The Nordic Hedge
This document is part of our old archive. It was published on 2010-03-08.You can download it here: GKFiveCorners1003083.pdf
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Gavekal Research
Research Team
Mar 04th 2010
GaveKal Daily - The UK versus Greece
This document is part of our old archive. It was published on 2010-03-04.You can download it here: GKDailyReport100304.pdf
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Gavekal Research
Conor Colwell, Research Team
Mar 04th 2010
Desertec: The World's Most Ambitious Solar Project
This document is part of our old archive. It was published on 2010-03-04.You can download it here: GKAdHocComment1003041.pdf
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Gavekal Research
Research Team
Mar 03rd 2010
GaveKal Daily - Political Unrest Rears its Head in Indonesia
This document is part of our old archive. It was published on 2010-03-03.You can download it here: GKDailyReport100303.pdf
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Gavekal Research
Anatole Kaletsky, François-Xavier Chauchat, Louis Gave, Pierre Gave, Will Denyer, Joyce Poon, Research Team
Mar 03rd 2010
Quarterly Strategy Chart Book 2Q 2010- The Return of Country Risk and What It Means
This document is part of our old archive. It was published on 2010-03-03.You can download it here: GKQuarterlyStrategy1003031.pdf
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Gavekal Research
François-Xavier Chauchat
Feb 25th 2010
An Attempt to Think Through the Greek Crisis
This document is part of our old archive. It was published on 2010-02-25.You can download it here: GKAdHocComment1002251.pdf
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Gavekal Research
Research Team
Feb 24th 2010
GaveKal Daily - An Important Difference Between Europe and the US
This document is part of our old archive. It was published on 2010-02-24.You can download it here: GKDailyReport1002241.pdf
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Gavekal Research
Research Team
Feb 23rd 2010
GaveKal Daily - The Circle of Manipulation Comes to an End - But What Happens Next?
This document is part of our old archive. It was published on 2010-02-23.You can download it here: GKDailyReport100223.pdf
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Gavekal Research
Feb 22nd 2010
Another Type of Decoupling
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002221.pdf
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Gavekal Research
Charles Gave
Feb 22nd 2010
The Return of the Bond Market Vigilantes
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002225.pdf
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Gavekal Research
Charles Gave
Feb 22nd 2010
Who Will Finance Europe's Weaker Governments?
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002226.pdf
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Gavekal Research
Conor Colwell, Research Team
Feb 19th 2010
Solar Energy: A Broad Assessment of its Potential
This document is part of our old archive. It was published on 2010-02-19.You can download it here: GKAdHocComment1002191.pdf
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Gavekal Research
Research Team
Feb 18th 2010
GaveKal Daily - Renewed Upswing in the US Dollar
This document is part of our old archive. It was published on 2010-02-18.You can download it here: GKDailyReport1002181.pdf
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Gavekal Research
Research Team
Feb 11th 2010
GaveKal Daily - Rhett Butler's Trade
This document is part of our old archive. It was published on 2010-02-11.You can download it here: GKDailyReport100211.pdf
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Gavekal Research
Research Team
Feb 10th 2010
GaveKal Daily - Must Read: The Death of an Idea and its Consequences
This document is part of our old archive. It was published on 2010-02-10.You can download it here: GKDailyReport100210.pdf
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Gavekal Research
Research Team
Feb 09th 2010
GaveKal Daily -- Would a Greek Default Be a Lehman-like Event?
This document is part of our old archive. It was published on 2010-02-09.You can download it here: GKDailyReport100209.pdf
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Gavekal Research
Research Team
Feb 08th 2010
GaveKal Daily - Central Bankers Pause as Deflation Risks Return
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKDailyReport100208.pdf
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Gavekal Research
François-Xavier Chauchat
Feb 08th 2010
France Needs More Rigueur
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002082.pdf
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Gavekal Research
Charles Gave
Feb 08th 2010
It's All About the Terms of Trade
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002083.pdf
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Gavekal Research
Charles Gave
Feb 08th 2010
The Price of Big Government
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002084.pdf
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Gavekal Research
Research Team
Feb 05th 2010
GaveKal Daily - You Never Know When You Have Had Enough
This document is part of our old archive. It was published on 2010-02-05.You can download it here: GKDailyReport1002051.pdf
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Gavekal Research
Research Team
Feb 04th 2010
GaveKal Daily - Is the EC Hoping for a Weak Euro to Save the Day?
This document is part of our old archive. It was published on 2010-02-04.You can download it here: GKDailyReport100204.pdf
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Gavekal Research
Research Team
Feb 03rd 2010
The Italian Job
This document is part of our old archive. It was published on 2010-02-03.You can download it here: GKAdHocComment1002032.pdf
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Gavekal Research
Research Team
Feb 03rd 2010
The Question Europe Needs to Answer
This document is part of our old archive. It was published on 2010-02-03.You can download it here: GKAdHocComment1002034.pdf
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Gavekal Research
Research Team
Feb 02nd 2010
GaveKal Energy Weekly - Peak Demand Comes to the Fore
This document is part of our old archive. It was published on 2010-02-02.You can download it here: GKEnergyWeekly100202.pdf
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Gavekal Research
Research Team
Feb 01st 2010
GaveKal Daily - Tough Questions to Answer
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKDailyReport1002011.pdf
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Gavekal Research
Research Team
Jan 29th 2010
GaveKal Daily - Is Europe Reaching Its Thai Crisis Moment?
This document is part of our old archive. It was published on 2010-01-29.You can download it here: GKDailyReport1001291.pdf
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Gavekal Research
Research Team
Jan 26th 2010
GaveKal Daily - Not Out of Woods Yet on Sovereign Risks
This document is part of our old archive. It was published on 2010-01-26.You can download it here: GKDailyReport1001261.pdf
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Gavekal Research
Research Team
Jan 25th 2010
GaveKal Daily - Too Many Uncertainties for Equity Markets?
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKDailyReport100125.pdf
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Gavekal Research
François-Xavier Chauchat
Jan 25th 2010
Europe and the SAP Recession
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001251.pdf
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Gavekal Research
Charles Gave
Jan 25th 2010
The Canary in the Cuckoo Clock
This document is part of our old archive. It was published on 2010-01-25.You can download it here: GKFiveCorners1001254.pdf
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Gavekal Research
Research Team
Jan 15th 2010
GaveKal Daily - Will Germany Come Through for Europe?
This document is part of our old archive. It was published on 2010-01-15.You can download it here: GKDailyReport1001151.pdf
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Gavekal Research
Will Denyer
Jan 11th 2010
Bernanke & Trichet's Monetary Policy Experiments
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001113.pdf
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Gavekal Research
Charles Gave
Jan 11th 2010
German or US Bonds?
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001114.pdf
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Gavekal Research
Pierre Gave
Jan 11th 2010
The German Word of the Year
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001116.pdf
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Gavekal Research
Research Team
Jan 06th 2010
GaveKal Daily - The Implications of Iceland's Referendum
This document is part of our old archive. It was published on 2010-01-06.You can download it here: GKDailyReport1001062.pdf
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Gavekal Research
Research Team
Jan 05th 2010
GaveKal Daily - Coming Shifts in Global Monetary Stances?
This document is part of our old archive. It was published on 2010-01-05.You can download it here: GKDailyReport100105.pdf
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Gavekal Research
Research Team
Dec 16th 2009
GaveKal Daily - A Greek Tragedy
This document is part of our old archive. It was published on 2009-12-16.You can download it here: GKDailyReport091216.pdf
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Gavekal Research
Gavin Bowring
Dec 14th 2009
Categorizing Europe's Cheapest Sovereigns
This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKFiveCorners0912141.pdf
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Gavekal Research
Research Team
Dec 10th 2009
GaveKal Daily - UK Deficit Politics Point to Further Sterling Devaluation
This document is part of our old archive. It was published on 2009-12-10.You can download it here: GKDailyReport091210.pdf
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Gavekal Research
Research Team
Dec 09th 2009
GaveKal Daily - Is the USD Squeeze Now Upon Us?
This document is part of our old archive. It was published on 2009-12-09.You can download it here: GKDailyReport091209.pdf
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Gavekal Research
Research Team
Dec 03rd 2009
GaveKal Daily - The Foreign Appetite for UK Real Estate
This document is part of our old archive. It was published on 2009-12-03.You can download it here: GKDailyReport091203.pdf
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Gavekal Research
Research Team
Nov 27th 2009
GaveKal Daily - Default Fears on the Rise
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKDailyReport0911271.pdf
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Gavekal Research
Pierre Gave
Nov 27th 2009
GaveKal Quarterly Strategy Chart Book 1Q 2010 - What is Different This Time?
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKQuarterlyStrategy0911271.pdf
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Gavekal Research
Research Team
Nov 23rd 2009
GaveKal Daily - The ECB Removes the Fig Leaf
This document is part of our old archive. It was published on 2009-11-23.You can download it here: GKDailyReport0911231.pdf
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Gavekal Research
Anatole Kaletsky
Nov 17th 2009
What Central Banks Are Saying About Rates
This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners0911174.pdf
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Gavekal Research
Louis Gave
Nov 03rd 2009
Louis Interview with Kate Welling
This document is part of our old archive. It was published on 2009-11-03.You can download it here: GKAdHocComment0911031.pdf
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Gavekal Research
Anatole Kaletsky
Nov 02nd 2009
Sterling and the Next Stage in Money Expansion
This document is part of our old archive. It was published on 2009-11-02.You can download it here: GKFiveCorners0911024.pdf
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Gavekal Research
Research Team
Oct 21st 2009
GaveKal Daily - Light in the Latvian Tunnel?
This document is part of our old archive. It was published on 2009-10-21.You can download it here: GKDailyReport091021.pdf
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Gavekal Research
Research Team
Oct 19th 2009
GaveKal Daily - The Uncomfortable Strength of the Euro
This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKDailyReport0910191.pdf
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Gavekal Research
Pierre Gave
Oct 19th 2009
Another Riksbank U-Turn?
This document is part of our old archive. It was published on 2009-10-19.You can download it here: GKFiveCorners0910193.pdf
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Gavekal Research
Research Team
Oct 05th 2009
GaveKal Daily - Ireland Votes Yes, to Eurocrats' Relief
This document is part of our old archive. It was published on 2009-10-05.You can download it here: GKDailyReport091005.pdf
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Gavekal Research
Joyce Poon
Sep 29th 2009
Credit in China--Cheap but Hard to Get
This document is part of our old archive. It was published on 2009-09-29.You can download it here: GKFiveCorners090929.pdf
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Gavekal Research
Research Team
Sep 28th 2009
GaveKal Daily - More Signs of Push-backs Against Gov't Interventions
This document is part of our old archive. It was published on 2009-09-28.You can download it here: GKDailyReport090928.pdf
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Gavekal Research
Research Team
Sep 15th 2009
GaveKal Daily - Exit Strategies and Property Prices
This document is part of our old archive. It was published on 2009-09-15.You can download it here: GKDailyReport090915.pdf
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Gavekal Research
Anatole Kaletsky
Sep 08th 2009
A G20 Message: No Question of Tightening
This document is part of our old archive. It was published on 2009-09-08.You can download it here: GKFiveCorners0909081.pdf
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Gavekal Research
Research Team
Sep 07th 2009
GaveKal Daily - The Double-Dip Story Does Not Add Up
This document is part of our old archive. It was published on 2009-09-07.You can download it here: GKDailyReport090907.pdf
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Gavekal Research
Research Team
Sep 01st 2009
GaveKal Daily - Another Tough Day for China Markets--Time Yet to Buy?
This document is part of our old archive. It was published on 2009-09-01.You can download it here: GKDailyReport090901.pdf
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Gavekal Research
Research Team
Aug 27th 2009
GaveKal Daily -- Why is the Swedish Krona on a Roll?
This document is part of our old archive. It was published on 2009-08-27.You can download it here: GKDailyReport090827.pdf
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Gavekal Research
Anatole Kaletsky
Aug 24th 2009
Why QE No Longer Spooks Currency Investors
This document is part of our old archive. It was published on 2009-08-24.You can download it here: GKFiveCorners0908246.pdf
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