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    Gavekal Research

    UK Property - The Real Housing Bust

    This document is part of our old archive. It was published on 2008-02-11.You can download it here: UKPropertyTheRealHousingBust.pdf

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    Gavekal Research

    The Love Affair Between Mr Trichet & EMU Rentiers

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: TheLoveAffairBetweenMrTrichetEMURentiers.pdf

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    Gavekal Research

    Who Is Behind the Forced Selling?

    This document is part of our old archive. It was published on 2008-01-28.You can download it here: WhoIsBehindtheForcedSelling.pdf

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    Gavekal Research

    The Divergence in European Spreads - Why Now?

    This document is part of our old archive. It was published on 2008-01-24.You can download it here: TheDivergenceinEuropeanSpreadsWhyNow.pdf

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    Gavekal Research

    GaveKal Daily Report - Tuesday January 22nd 2008

    This document is part of our old archive. It was published on 2008-01-22.You can download it here: GaveKalDailyReportTuesdayJanuary22nd2008.pdf

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    Gavekal Research

    GaveKal Daily Report - Monday January 21st 2008

    This document is part of our old archive. It was published on 2008-01-21.You can download it here: GaveKalDailyReportMondayJanuary21st20085.pdf

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    Gavekal Research

    GaveKal Daily Report - Friday January 18th 2008

    This document is part of our old archive. It was published on 2008-01-18.You can download it here: GaveKalDailyReportFridayJanuary18th2008.pdf

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    Gavekal Research

    GaveKal Daily Report - Tuesday January 15th 2008

    This document is part of our old archive. It was published on 2008-01-15.You can download it here: GaveKalDailyReportTuesdayJanuary15th2008.pdf

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    Gavekal Research

    A Divergence Play?

    This document is part of our old archive. It was published on 2008-01-14.You can download it here: ADivergencePlay.pdf

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    Gavekal Research

    Is the Recent Central Bank Bailout Just A Prelude?

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: IstheRecentCentralBankBailoutJustAPrelude1.pdf

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    Gavekal Research

    The Case for a European Recession

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: TheCaseforaEuropeanRecession.pdf

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    Gavekal Research

    Why the Bank of England Must Ease Today

    This document is part of our old archive. It was published on 2007-12-06.You can download it here: WhytheBankofEnglandMustEaseToday.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q07

    This document is part of our old archive. It was published on 2007-12-04.You can download it here: QuarterlyStrategyChartBook-4Q071.pdf

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    Gavekal Research

    Are the Cracks in the Euro Starting to Appear?

    This document is part of our old archive. It was published on 2007-11-30.You can download it here: AretheCracksintheEuroStartingtoAppear.pdf

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    Gavekal Research

    The Catalysts for the European Divergence Trades

    This document is part of our old archive. It was published on 2007-11-30.You can download it here: TheCatalystsfortheEuropeanDivergenceTrades.pdf

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    Gavekal Research

    What's Up With Sweden's Underperformance

    This document is part of our old archive. It was published on 2007-11-02.You can download it here: WhatsUpWithSwedensUnderperformance.pdf

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    Gavekal Research

    Who Is On The Receiving End?

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: WhoIsOnTheReceivingEnd.pdf

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    Gavekal Research

    The Impending UK Slowdown

    This document is part of our old archive. It was published on 2007-10-12.You can download it here: TheImpendingUKSlowdown1.pdf

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    Gavekal Research

    Our Current Thoughts on Asset Allocation

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: OurCurrentThoughtsonAssetAllocation.pdf

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    Gavekal Research

    Strategy Review

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: StrategyReview.pdf

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    Gavekal Research

    Deputy Heads Must Roll

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: DeputyHeadsMustRoll.pdf

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    Gavekal Research

    Here Comes a Whale

    This document is part of our old archive. It was published on 2007-09-17.You can download it here: HereComesaWhale6.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - When The Facts Change

    This document is part of our old archive. It was published on 2007-08-30.You can download it here: QuarterlyStrategyChartBookWhenTheFactsChange.pdf

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    Gavekal Research

    Par For the Course From the ECB?

    This document is part of our old archive. It was published on 2007-08-23.You can download it here: ParFortheCourseFromtheECB.pdf

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    Gavekal Research

    Vigilant Against What?

    This document is part of our old archive. It was published on 2007-08-10.You can download it here: VigilantAgainstWhat.pdf

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    Gavekal Research

    Our Internal Discussions

    This document is part of our old archive. It was published on 2007-08-08.You can download it here: OurInternalDiscussions.pdf

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    Gavekal Research

    A Breakout of Asian Outperformance?

    This document is part of our old archive. It was published on 2007-07-30.You can download it here: ABreakoutofAsianOutperformance.pdf

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    Gavekal Research

    The Changing Liquidity Environment

    This document is part of our old archive. It was published on 2007-07-27.You can download it here: TheChangingLiquidityEnvironment.pdf

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    Gavekal Research

    Is The Tightening Cyle Over

    This document is part of our old archive. It was published on 2007-07-19.You can download it here: IsTheTighteningCyleOver1.pdf

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    Gavekal Research

    A Return to the Mean Trade

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: AReturntotheMeanTrade.pdf

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    Gavekal Research

    Back to Mrs. Watanabe

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: BacktoMrs.Watanabe.pdf

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    Gavekal Research

    Back to Rentiers & Entrepreneurs

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: BacktoRentiers&Entrepreneurs.pdf

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    Gavekal Research

    The Key Question For FX Markets

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: TheKeyQuestionForFXMarkets.pdf

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    Gavekal Research

    Will the Strong Euro Kill the European Recovery

    This document is part of our old archive. It was published on 2007-07-13.You can download it here: WilltheStrongEuroKilltheEuropeanRecovery.pdf

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    Gavekal Research

    The Social VAT

    This document is part of our old archive. It was published on 2007-07-12.You can download it here: TheSocialVAT.pdf

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    Gavekal Research

    The UK's New Chancellor

    This document is part of our old archive. It was published on 2007-07-03.You can download it here: TheUKsNewChancellor1.pdf

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    Gavekal Research

    When to Extend Bond Durations

    This document is part of our old archive. It was published on 2007-06-21.You can download it here: WhentoExtendBondDurations.pdf

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    Gavekal Research

    A Brief Review of Our Internal Discussions

    This document is part of our old archive. It was published on 2007-06-13.You can download it here: ABriefReviewofOurInternalDiscussions.pdf

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    Gavekal Research

    Which Currency Should We Buy?

    This document is part of our old archive. It was published on 2007-06-01.You can download it here: WhichCurrencyShouldWeBuy.pdf

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    Gavekal Research

    Germany & Japan: Two Weights, Two Measures?

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: Germany&JapanTwoWeights,TwoMeasures.pdf

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    Gavekal Research

    The Rest of Europe is Not Export-Dependent

    This document is part of our old archive. It was published on 2007-05-21.You can download it here: TheRestofEuropeisNotExport-Dependent.pdf

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    Gavekal Research

    From Blair To Brown

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: FromBlairToBrown.pdf

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    Gavekal Research

    Does The French Election Matter to Investors?

    This document is part of our old archive. It was published on 2007-05-07.You can download it here: DoesTheFrenchElectionMattertoInvestors.pdf

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    Gavekal Research

    Part 2: So What Should We Worry About?

    This document is part of our old archive. It was published on 2007-05-02.You can download it here: Part2SoWhatShouldWeWorryAbout1.pdf

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    Gavekal Research

    Will the BoE Hike Rates by 50bp

    This document is part of our old archive. It was published on 2007-04-24.You can download it here: WilltheBoEHikeRatesby50bp1.pdf

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    Gavekal Research

    The Triumph of Hope Over Experience?

    This document is part of our old archive. It was published on 2007-04-24.You can download it here: TheTriumphofHopeOverExperience.pdf

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    Gavekal Research

    GaveKal Daily Checking the Boxes - Our Take on the French Presidential Election

    This document is part of our old archive. It was published on 2007-04-23.You can download it here: GaveKalDailyCheckingtheBoxes-OurTakeontheFrenchPresidentialElection.pdf

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    Gavekal Research

    How High Can Sterling Go?

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowHighCanSterlingGo.pdf

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    Gavekal Research

    How Sustainable is European Growth?

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: HowSustainableisEuropeanGrowth.pdf

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    Gavekal Research

    The Bank of England's Inflation Problem

    This document is part of our old archive. It was published on 2007-04-20.You can download it here: TheBankofEnglandsInflationProblem.pdf

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    Gavekal Research

    Is Gold Rising Because of Coming Inflation?

    This document is part of our old archive. It was published on 2007-04-17.You can download it here: IsGoldRisingBecauseofComingInflation.pdf

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    Gavekal Research

    Breaking the Rules

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: BreakingtheRules.pdf

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    Gavekal Research

    Brown's Last Budget

    This document is part of our old archive. It was published on 2007-03-23.You can download it here: BrownsLastBudget.pdf

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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

    Trend & Cycle - When They Diverge, Watch Out

    This document is part of our old archive. It was published on 2007-03-13.You can download it here: Trend&Cycle-WhenTheyDiverge,WatchOut.pdf

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    Gavekal Research

    Europe's Mysterious Strength

    This document is part of our old archive. It was published on 2007-02-26.You can download it here: EuropesMysteriousStrength.pdf

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    Gavekal Research

    Risk 2 - Higher Inflation?

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk2-HigherInflation.pdf

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    Gavekal Research

    All Eyes On Monetary Policy

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: AllEyesOnMonetaryPolicy.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

    Sterling: An Attractive Bet Against the Euro

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SterlingAnAttractiveBetAgainsttheEuro.pdf

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    Gavekal Research

    Sweden: Cold, Dark & Expensive - But Still a Good Bet

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SwedenCold,Dark&Expensive-ButStillaGoodBet.pdf

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    Gavekal Research

    An Ill-Wind Blowing Across Europe's Networks

    This document is part of our old archive. It was published on 2006-12-13.You can download it here: AnIll-WindBlowingAcrossEuropesNetworks.pdf

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    Gavekal Research

    An Already Bleak Outlook For Gordon Brown

    This document is part of our old archive. It was published on 2006-12-13.You can download it here: AnAlreadyBleakOutlookForGordonBrown.pdf

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    Gavekal Research

    The Demise of the Dollar Is Greatly Exaggerated

    This document is part of our old archive. It was published on 2006-12-05.You can download it here: TheDemiseoftheDollarIsGreatlyExaggerated1.pdf

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    Gavekal Research

    A Tale Of Two Countries

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: ATaleOfTwoCountries.pdf

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    Gavekal Research

    Government As a Predator

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: GovernmentAsaPredator.pdf

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    Gavekal Research

    A Rising Euro Hurts Europe's Weak

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: ARisingEuroHurtsEuropesWeak.pdf

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    Gavekal Research

    Should We Change Our Mind On Europe?

    This document is part of our old archive. It was published on 2006-11-27.You can download it here: ShouldWeChangeOurMindOnEurope1.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 4Q06 - Lasting & Rolling Trends

    This document is part of our old archive. It was published on 2006-11-24.You can download it here: QuarterlyStrategyChartBook4Q06-Lasting&RollingTrends.pdf

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    Gavekal Research

    Read It and Weep

    This document is part of our old archive. It was published on 2006-11-17.You can download it here: ReadItandWeep1.pdf

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    Gavekal Research

    France's Shockingly Bad Numbers

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

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    Gavekal Research

    An Interesting Week in Europe

    This document is part of our old archive. It was published on 2006-10-31.You can download it here: AnInterestingWeekinEurope.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

    Did Gordon Brown Kill the UK Pension Industry?

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

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    Gavekal Research

    Back to Sterling

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

    Sweden's New Right-Wing Government

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

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    Gavekal Research

    The Emperor Has No Clothes

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

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    Gavekal Research

    Coming Wobbles on the Sterling

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

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    Gavekal Research

    The Hurricane Season

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

    The Invisible Hand's Impressive Work

    This document is part of our old archive. It was published on 2006-08-03.You can download it here: TheInvisibleHandsImpressiveWork.pdf

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    Gavekal Research

    Sterling For the Long Haul?

    This document is part of our old archive. It was published on 2006-08-01.You can download it here: SterlingFortheLongHaul.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

    Still Overweight the SEK

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

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    Gavekal Research

    Have We Missed Something in Europe?

    This document is part of our old archive. It was published on 2006-06-07.You can download it here: HaveWeMissedSomethinginEurope.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

    Europe's Collision Course

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

    The Mid-Cycle Speed-Up?

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

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    Gavekal Research

    After The Recent Sell-Off, Should We Buy Gold Stocks?

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

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    Gavekal Research

    Something is Changing in Germany - But What?

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

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    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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    The Swedish Krona is Out in the Cold

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    The Mystery of Jean-Claude Frankenstein

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    Germany's Flat Earth Economics

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    Gavekal Research

    Is Growth the Answer & Where Will It Come From?

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

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