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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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