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    Gavekal Research

    The Pound Takes a Pounding

    This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKOtherCurrencies081117.pdf

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    Gavekal Research

    GaveKal Energy Weekly - OPEC's Exaggerated Claims

    This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina0811171.pdf

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    Gavekal Research

    Tilting From Fear Back to Greed

    This document is part of our old archive. It was published on 2008-11-07.You can download it here: GKEquityMarkets081107.pdf

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    Gavekal Research

    GaveKal Daily - Denmark Raises Questions About the Euro

    This document is part of our old archive. It was published on 2008-10-27.You can download it here: GaveKalDenmarkRaisesQuestionsAbouttheEuro1.pdf

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    Gavekal Research

    An Update on the Three Exchange Rates

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: AnUpdateontheThreeExchangeRates.pdf

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    Gavekal Research

    Countries Where Rescues Could Hurt

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: CountriesWhereRescuesCouldHurt.pdf

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    Gavekal Research

    GaveKal Daily - Reverberations from Eastern Europe

    This document is part of our old archive. It was published on 2008-10-17.You can download it here: GaveKalDailyReverberationsfromEasternEurope1.pdf

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    Gavekal Research

    Apres Le Deluge: China in the Credit Crunch Aftermath

    This document is part of our old archive. It was published on 2008-10-15.You can download it here: ApresLeDelugeChinaintheCreditCrunchAftermath.pdf

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    Gavekal Research

    After Paulson's Fiascos, Europe Takes Charge

    This document is part of our old archive. It was published on 2008-10-13.You can download it here: AfterPaulsonsFiascosEuropeTakesCharge.pdf

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    Gavekal Research

    The Great British Bank Bailout

    This document is part of our old archive. It was published on 2008-10-09.You can download it here: TheGreatBritishBankBailout.pdf

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    Gavekal Research

    GaveKal Daily - European Banks in Crisis

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: GaveKalDailyEuropeanBanksinCrisis.pdf

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    Gavekal Research

    It is Different This Time, PIGS Will No Longer Fly

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: ItisDifferentThisTimePIGSWillNoLongerFly.pdf

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    Gavekal Research

    More Thoughts on the Credit Crisis

    This document is part of our old archive. It was published on 2008-10-02.You can download it here: MoreThoughtsontheCreditCrisis2.pdf

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    Gavekal Research

    The European Divergence Trade

    This document is part of our old archive. It was published on 2008-09-23.You can download it here: TheEuropeanDivergenceTrade.pdf

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    Gavekal Research

    The Doomsday Machine Unleashed

    This document is part of our old archive. It was published on 2008-09-18.You can download it here: TheDoomsdayMachineUnleashed.pdf

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    Gavekal Research

    The UK vs The US

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheUKvsTheUS.pdf

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    Gavekal Research

    The Next Shoe to Drop

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheNextShoetoDrop.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -

    This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf

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    Gavekal Research

    Is Sterling Starting to Get Cheap

    This document is part of our old archive. It was published on 2008-08-25.You can download it here: IsSterlingStartingtoGetCheap.pdf

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    Gavekal Research

    Imagine What the USD Would Do On Good News

    This document is part of our old archive. It was published on 2008-08-25.You can download it here: ImagineWhattheUSDWouldDoOnGoodNews.pdf

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    Gavekal Research

    The Riksbank's First Monetary Policy Error?

    This document is part of our old archive. It was published on 2008-08-11.You can download it here: TheRiksbanksFirstMonetaryPolicyError.pdf

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    Gavekal Research

    GaveKal Daily - European Growth Concerns

    This document is part of our old archive. It was published on 2008-08-07.You can download it here: GaveKalDailyEuropeanGrowthConcerns.pdf

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    Gavekal Research

    GaveKal Daily - Demand Destruction

    This document is part of our old archive. It was published on 2008-08-04.You can download it here: GaveKalDailyDemandDestruction.pdf

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    Gavekal Research

    GaveKal Daily - Asia's Soft Landing, Despite Europe's Woes

    This document is part of our old archive. It was published on 2008-07-31.You can download it here: GaveKalDailyAsiasSoftLandingDespiteEuropesWoes.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

    Will A Drop in Oil Prices Actually Hurt Central Europe

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

    Europe Hits the Wall

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

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    Gavekal Research

    A Surprise in Store for Euro Investors?

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

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    Gavekal Research

    The Shape of European Banks

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

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    Gavekal Research

    The European Divergence Trade is Back On

    This document is part of our old archive. It was published on 2008-06-29.You can download it here: TheEuropeanDivergenceTradeisBackOn.pdf

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    Gavekal Research

    Jean-Claude Trichet's Chutzpah

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

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    Gavekal Research

    Was it All a Bad Joke?

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

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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

    The ECB's Motivation

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

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    Gavekal Research

    A German Growth Story

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: AGermanGrowthStory1.pdf

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    Gavekal Research

    The Baltic Factor & Swedish Financials

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: TheBalticFactorSwedishFinancials.pdf

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    Gavekal Research

    A Roadmap for Troubling Times--by Louis-Vincent Gave

    This document is part of our old archive. It was published on 2008-05-20.You can download it here: ARoadmapforTroublingTimesbyLouisVincentGave.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 3Q08 - The Purpose of a Bear Market

    This document is part of our old archive. It was published on 2008-05-15.You can download it here: QuarterlyStrategyChartBook3Q08ThePurposeofaBearMar1.pdf

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    Gavekal Research

    New Valuation Tools

    This document is part of our old archive. It was published on 2008-05-06.You can download it here: NewValuationTools1.pdf

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    Gavekal Research

    The Contraction in European Spreads

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheContractioninEuropeanSpreads.pdf

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    Gavekal Research

    The Four Momentum Trades

    This document is part of our old archive. It was published on 2008-05-01.You can download it here: TheFourMomentumTrades.pdf

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    Gavekal Research

    On the Terms of Trade

    This document is part of our old archive. It was published on 2008-04-18.You can download it here: OntheTermsofTrade.pdf

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    Gavekal Research

    Italian Certainties: Debt and Taxes

    This document is part of our old archive. It was published on 2008-04-16.You can download it here: ItalianCertaintiesDebtandTaxes.pdf

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    Gavekal Research

    How Low Can British Houses Go

    This document is part of our old archive. It was published on 2008-04-10.You can download it here: HowLowCanBritishHousesGo.pdf

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    Gavekal Research

    A One-Sided Trade

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: AOneSidedTrade.pdf

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    Gavekal Research

    Europe's Ongoing Credit Crunch

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: EuropesOngoingCreditCrunch.pdf

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    Gavekal Research

    Which Bet Makes More Sense?

    This document is part of our old archive. It was published on 2008-03-24.You can download it here: WhichBetMakesMoreSense.pdf

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    Gavekal Research

    Long the Swisse, Short the Euro

    This document is part of our old archive. It was published on 2008-03-10.You can download it here: LongtheSwisseShorttheEuro.pdf

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