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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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    Gavekal Research

    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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    Gavekal Research

    The Swedish Krona is Out in the Cold

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

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    Gavekal Research

    The Mystery of Jean-Claude Frankenstein

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

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    Gavekal Research

    Germany's Flat Earth Economics

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

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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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    Gavekal Research

    Outlook for the UK Economy

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

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    Gavekal Research

    Quarterly Strategy Chart Book - What We Know and What We Would Do About It

    This document is part of our old archive. It was published on 2005-09-26.You can download it here: QuarterlyStrategyChartBook-WhatWeKnowandWhatWeWouldDoAboutIt.pdf

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    Gavekal Research

    A German Joke

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

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    Gavekal Research

    The September Asset Allocation Questions

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

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