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    Gavekal Research

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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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