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Gavekal Research
Charles Gave
Jul 13th 2007
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
Charles Gave
Jul 13th 2007
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
Charles Gave
Jul 13th 2007
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
Anatole Kaletsky
Jul 13th 2007
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
Anatole Kaletsky
Jul 13th 2007
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
Louis Gave
Jul 12th 2007
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
Anatole Kaletsky
Jul 03rd 2007
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
Charles Gave
Jun 21st 2007
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
Anatole Kaletsky, Louis Gave
Jun 13th 2007
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
Charles Gave
Jun 01st 2007
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
Anatole Kaletsky
May 21st 2007
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
Anatole Kaletsky
May 21st 2007
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
Anatole Kaletsky
May 07th 2007
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
Charles Gave
May 07th 2007
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
Louis Gave
May 02nd 2007
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
Anatole Kaletsky
Apr 24th 2007
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
Anatole Kaletsky
Apr 24th 2007
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
Louis Gave, Research Team
Apr 23rd 2007
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
Anatole Kaletsky
Apr 20th 2007
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
Charles Gave
Apr 20th 2007
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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