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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 02nd 2010
CEQ Q4 2010 - Books
CEQ Q4 2010: Books
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Gavekal Research
Louis Gave
Dec 01st 2010
QSCB - 1Q11 - Where Will Earnings Growth Be Found?
This document is part of our old archive. It was published on 2010-12-01.You can download it here: GKQuarterlyStrategy101201.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Nov 29th 2010
DragonWeek Nov 29, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Nov 25th 2010
GaveKal Daily - Don't Miss the Global Growth Story
This document is part of our old archive. It was published on 2010-11-25.You can download it here: GKDailyReport1011252.pdf
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Gavekal Research
Rosealea Yao, Research Team
Nov 24th 2010
Construction Quarterly - Q4 2010
[LEFT]China real estate and construction market review: November 2010[/LEFT]
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Nov 22nd 2010
DragonWeek Nov 22, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Will Freeman
Nov 22nd 2010
A Threat Worse Than Trade Protectionism
This document is part of our old archive. It was published on 2010-11-22.You can download it here: GKFiveCorners1011222.pdf
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Gavekal Research
Will Denyer
Nov 22nd 2010
It's Never a Good Time for Price Floors, Even Wages
This document is part of our old archive. It was published on 2010-11-22.You can download it here: GKFiveCorners1011224.pdf
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Gavekal Research
Joyce Poon
Nov 22nd 2010
Taming China Inflation Through Revaluation
This document is part of our old archive. It was published on 2010-11-22.You can download it here: GKFiveCorners1011228.pdf
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Fathom China
Matthew Forney
Nov 19th 2010
Profile: Gome: From Landlord To Retailer
Gome: From landlord to retailer
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Gavekal Dragonomics
Rosealea Yao
Nov 18th 2010
Flats For The Masses: Explaining China's Social Housing Scheme
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Gavekal Research
Research Team
Nov 18th 2010
GaveKal Daily - China's Tightening Process and Regional Asset Reflation
This document is part of our old archive. It was published on 2010-11-18.You can download it here: GKDailyReport1011181.pdf
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Gavekal Research
Charles Gave
Nov 16th 2010
The Real Imbalance in the System
This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKFiveCorners1011165.pdf
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Gavekal Research
Research Team
Nov 16th 2010
GaveKal Daily - The Political Winds Have Shifted; So Should Portfolios
This document is part of our old archive. It was published on 2010-11-16.You can download it here: GKDailyReport1011162.pdf
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Gavekal Dragonomics
Janet Zhang, Will Freeman, Research Team
Nov 15th 2010
DragonWeek Nov 15, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Nov 12th 2010
GaveKal Daily - Inflation and Reform
This document is part of our old archive. It was published on 2010-11-12.You can download it here: GKDailyReport1011121.pdf
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Gavekal Research
Research Team
Nov 10th 2010
GaveKal Daily - What Kind of Compromises Could We Expect Out of the G20
This document is part of our old archive. It was published on 2010-11-10.You can download it here: GKDailyReport101110.pdf
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Gavekal Dragonomics
Oliver Melton
Nov 09th 2010
Planned Economy Or Coordinated Chaos?
Depending on who you listen to, China’s leaders are either preternaturally effective and decisive, or incredibly rigid and out of touch. These are cartoonish views that miss how Chinese policymaking is a complex, dynamic process that is constantly refined. In this report we explain how Chinese policymaking works by examining the Five Year Plan.
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Gavekal Research
Joyce Poon, Will Freeman
Nov 09th 2010
Not a HK Property Bubble--Yet
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKFiveCorners101109.pdf
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Gavekal Research
Joyce Poon
Nov 09th 2010
The Future of the HKD Peg
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKFiveCorners1011093.pdf
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Gavekal Research
Joyce Poon
Nov 09th 2010
The Political Courting of SE Asia
This document is part of our old archive. It was published on 2010-11-09.You can download it here: GKFiveCorners1011094.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
Nov 08th 2010
DragonWeek Nov 8, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Charles Gave
Nov 03rd 2010
Policy Mix and Volatility
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners101103.pdf
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Gavekal Research
François-Xavier Chauchat
Nov 03rd 2010
The German Call, Bernanke Put and Profitability
This document is part of our old archive. It was published on 2010-11-03.You can download it here: GKFiveCorners1011033.pdf
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Gavekal Research
Janet Zhang, Research Team
Nov 02nd 2010
Macro Quarterly - Q4 2010
China economic outlook: November 2010
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Gavekal Dragonomics
Tom Miller, Research Team
Nov 01st 2010
DragonWeek Nov 1, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Oct 26th 2010
GaveKal Daily - The Dangers of Being Short Chinese Banks
This document is part of our old archive. It was published on 2010-10-26.You can download it here: GKDailyReport101026.pdf
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Gavekal Dragonomics
Research Team
Oct 25th 2010
DragonWeek Oct 25, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Oct 25th 2010
GaveKal Daily - Signs of a US-China Detente
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKDailyReport101025.pdf
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Gavekal Research
Will Freeman
Oct 25th 2010
Double Down on Macau Casinos
This document is part of our old archive. It was published on 2010-10-25.You can download it here: GKFiveCorners1010252.pdf
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Gavekal Research
Research Team
Oct 22nd 2010
GaveKal Daily - The Global Tea Party Movement?
This document is part of our old archive. It was published on 2010-10-22.You can download it here: GKDailyReport101022.pdf
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Gavekal Dragonomics
Arthur Kroeber
Oct 21st 2010
The Party Cancels Premier Wen's Put Option
We have recently argued that Chinese policy makers face a stark choice between their cherished 8% growth target and the deep structural reforms (fiscal, financial and domestic market) that are required to ensure healthy growth in the medium to long term. Beijing’s refusal to back away from the 8% GDP growth floor that it set during the global financial crisis undermined all efforts at structural reform, and amounted to a “Wen Jiabao put”—the...
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Gavekal Research
Joyce Poon
Oct 21st 2010
Housing as a Gauge of China's Structural Reforms
This document is part of our old archive. It was published on 2010-10-21.You can download it here: GKAdHocComment101021.pdf
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Gavekal Research
Research Team
Oct 20th 2010
GaveKal Daily - The Wen Jiabao Put is Off!
This document is part of our old archive. It was published on 2010-10-20.You can download it here: GKDailyReport1010202.pdf
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Gavekal Research
Charles Gave
Oct 19th 2010
The Circle of Manipulation Lives On
This document is part of our old archive. It was published on 2010-10-19.You can download it here: GKDailyReport101019.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Oct 18th 2010
DragonWeek Oct 18, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Oct 18th 2010
GaveKal Daily - Political Question Marks on the Horizon
This document is part of our old archive. It was published on 2010-10-18.You can download it here: GKDailyReport1010183.pdf
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Gavekal Research
Cathy Holcombe
Oct 12th 2010
China and the Forbidden Group
This document is part of our old archive. It was published on 2010-10-12.You can download it here: GKFiveCorners101012.pdf
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Gavekal Research
Joyce Poon
Oct 12th 2010
If You Can't Sell, then Build
This document is part of our old archive. It was published on 2010-10-12.You can download it here: GKFiveCorners1010122.pdf
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Gavekal Research
Pierre Gave
Oct 12th 2010
Relative Performance of Asia and the US
This document is part of our old archive. It was published on 2010-10-12.You can download it here: GKFiveCorners1010124.pdf
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Gavekal Research
Research Team
Oct 12th 2010
GaveKal Daily - An Important Policy Shift in China?
This document is part of our old archive. It was published on 2010-10-12.You can download it here: GKDailyReport1010121.pdf
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Gavekal Dragonomics
Arthur Kroeber, Tom Miller, Janet Zhang, Will Freeman, Research Team
Oct 11th 2010
DragonWeek Oct 11, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Oct 07th 2010
GaveKal Daily - What Could Go Wrong for Risk Assets?
This document is part of our old archive. It was published on 2010-10-07.You can download it here: GKDailyReport101007.pdf
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Gavekal Research
Arthur Kroeber, Gavin Bowring
Oct 07th 2010
China's Coal Import Conundrum
This document is part of our old archive. It was published on 2010-10-07.You can download it here: GKAdHocComment101007.pdf
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Gavekal Dragonomics
Arthur Kroeber, Gavin Bowring
Oct 06th 2010
China's Coal Conundrum
China is the world’s biggest coal producer, and until recently was a net exporter. In 2009, however, it swung massively into a net import position: total imports tripled to 127m tons, and net imports were a massive 100m tons. In the first eight months of 2010, imports rose another 45% yoy. Chinese imports now account for around 20% of globally seaborne coal trade.
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Gavekal Research
Will Freeman
Oct 05th 2010
All Bark No Bite to the China Trade Bill
This document is part of our old archive. It was published on 2010-10-05.You can download it here: GKFiveCorners1010052.pdf
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Fathom China
Matthew Forney
Oct 04th 2010
Profile: GCL Poly: Perfect Solar Timing
GCL Poly: Perfect solar timing
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Gavekal Research
Research Team
Sep 29th 2010
GaveKal Daily - A 'Risk On' Month Except for China
This document is part of our old archive. It was published on 2010-09-29.You can download it here: GKDailyReport100929.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
Sep 27th 2010
DragonWeek Sep 27, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Sep 27th 2010
GaveKal Daily - Thailand Confirms Trend of Asian Financial Liberalization
This document is part of our old archive. It was published on 2010-09-27.You can download it here: GKDailyReport1009271.pdf
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Gavekal Research
Conor Colwell
Sep 27th 2010
A Butterfly Flapping Wings in Delaware...
This document is part of our old archive. It was published on 2010-09-27.You can download it here: GKFiveCorners1009273.pdf
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Gavekal Research
Louis Gave
Sep 27th 2010
The Window of Opportunity for Reform is Now
This document is part of our old archive. It was published on 2010-09-27.You can download it here: GKFiveCorners1009276.pdf
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Gavekal Research
Research Team
Sep 24th 2010
GaveKal Daily - You Never Known When You've Had Too Much
This document is part of our old archive. It was published on 2010-09-24.You can download it here: GKDailyReport100924.pdf
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Gavekal Research
Charles Gave, Arthur Kroeber
Sep 24th 2010
The Morality of Chinese Growth
This document is part of our old archive. It was published on 2010-09-24.You can download it here: GKAdHocComment100924.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
Sep 20th 2010
DragonWeek Sep 20, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Anatole Kaletsky
Sep 20th 2010
China's Role in Japan's Intervention
This document is part of our old archive. It was published on 2010-09-20.You can download it here: GKFiveCorners1009202.pdf
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Gavekal Research
Pierre Gave
Sep 17th 2010
Quarterly Strategy Chart Book 4Q10 - The Age of Economic Dispersion
This document is part of our old archive. It was published on 2010-09-17.You can download it here: GKQuarterlyStrategy1009173.pdf
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Gavekal Research
Research Team
Sep 16th 2010
GaveKal Daily - More Uncertainty for Chinese Banks
This document is part of our old archive. It was published on 2010-09-16.You can download it here: GKFiveCorners100916.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
Sep 14th 2010
DragonWeek Sep 14, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Sep 13th 2010
GaveKal Daily - More RMB Action as Political Tensions Rise
This document is part of our old archive. It was published on 2010-09-13.You can download it here: GKDailyReport100913.pdf
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Gavekal Research
Research Team
Sep 10th 2010
GaveKal Daily - China at a Crossroad: The End of the Wen Jiabao Put?
This document is part of our old archive. It was published on 2010-09-10.You can download it here: GKDailyReport100910.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Sep 06th 2010
DragonWeek Sep 6, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Pierre Gave
Sep 06th 2010
The Multiple Bond Sell Signals
This document is part of our old archive. It was published on 2010-09-06.You can download it here: GKFiveCorners1009066.pdf
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
China Economic Quarterly September 2010 - Innovation, Technology & the Internet
China Economic Quarterly Q3 2010: Innovation, Technology & the Internet
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Economy
CEQ Q3 2010: Economy
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Gavekal Dragonomics
Arthur Kroeber, Rosealea Yao, Research Team
Sep 03rd 2010
CEQ Q3 2010 - Energy efficiency
CEQ Q3 2010: Energy Efficiency
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Gavekal Dragonomics
Michael Komesaroff
Sep 03rd 2010
CEQ Q3 2010 - Metals Man: A Taxing Relationship
At the end of June, Australia’s Mandarin-speaking prime minister, Kevin Rudd, was deposed in a backroom coup following protests over his plan to slap a supertax on the outsized profits of the country’s miners. Rudd’s removal would normally be considered an Australian matter, but the circumstances of his downfall were directly created by strong Chinese demand for Australian resources, and they illustrate how China’s economic muscle has growing...
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Gavekal Dragonomics
Rosealea Yao, Research Team
Sep 03rd 2010
CEQ Q3 2010 - Property
CEQ Q3 2010: Property
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Capital markets
CEQ Q3 2010: Capital Markets
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Indigenous innovation
CEQ Q3 2010: Indigenous innovation
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - How China innovates
CEQ Q3 2010: How China Innovates
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Internet
CEQ Q3 2010: Internet
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Tencent
CEQ Q3 2010: Tencent
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Baidu
CEQ Q3 2010: Baidu
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Alibaba
CEQ Q3 2010: Alibaba
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Online payments
CEQ Q3 2010: Online Payments
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Online gaming
CEQ Q3 2010: Online Gaming
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Gavekal Dragonomics
Tom Miller, Research Team
Sep 03rd 2010
CEQ Q3 2010 - Sichuan
CEQ Q3 2010: Sichuan
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - China Development Bank
CEQ Q3 2010: China Development Bank
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Gavekal Dragonomics
Research Team
Sep 03rd 2010
CEQ Q3 2010 - Books: Environmental odyssey
CEQ Q3 2010: Books: Environmental Odyssey
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Gavekal Research
Research Team
Sep 01st 2010
GaveKal Daily - Another Day of Mounting US-Sino Trade Tensions
This document is part of our old archive. It was published on 2010-09-01.You can download it here: GKDailyReport100901.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
Aug 30th 2010
DragonWeek Aug 30, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Aug 30th 2010
GaveKal Daily - Recommitment to Easing in West, but East is Mixed
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKDailyReport100830.pdf
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Gavekal Research
Arthur Kroeber
Aug 30th 2010
A 1930s Style Trade War?
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008301.pdf
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Gavekal Research
Louis Gave
Aug 30th 2010
A Deal for our Times
This document is part of our old archive. It was published on 2010-08-30.You can download it here: GKFiveCorners1008302.pdf
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Gavekal Research
Research Team
Aug 27th 2010
The Sustainability of Wind
This document is part of our old archive. It was published on 2010-08-27.You can download it here: GKAdHocComment1008271.pdf
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Gavekal Research
Pierre Gave
Aug 23rd 2010
The RMB and Taming Anti-Chinese Rhetoric
This document is part of our old archive. It was published on 2010-08-23.You can download it here: GKFiveCorners1008235.pdf
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Gavekal Research
Research Team
Aug 19th 2010
GaveKal Daily - Taiwan's Turn
This document is part of our old archive. It was published on 2010-08-19.You can download it here: GKDailyReport100819.pdf
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Gavekal Research
Research Team
Aug 18th 2010
GaveKal Daily - Fourth RMB Liberalization in Two Months
This document is part of our old archive. It was published on 2010-08-18.You can download it here: GKDailyReport100818.pdf
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Gavekal Dragonomics
Will Freeman, Research Team
Aug 16th 2010
DragonWeek Aug 16, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Gavin Bowring
Aug 16th 2010
China's New Export Model
This document is part of our old archive. It was published on 2010-08-16.You can download it here: GKFiveCorners1008161.pdf
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Gavekal Research
Arthur Kroeber
Aug 16th 2010
Why is China Buying JGBs?
This document is part of our old archive. It was published on 2010-08-16.You can download it here: GKFiveCorners1008164.pdf
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Gavekal Research
Janet Zhang, Research Team
Aug 12th 2010
Macro Quarterly - Q3 2010
China economic outlook: August 2010
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Gavekal Research
Research Team
Aug 12th 2010
GaveKal Daily - No Signs of an Imminent China Easing
This document is part of our old archive. It was published on 2010-08-12.You can download it here: GKDailyReport1008121.pdf
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Gavekal Research
Research Team
Aug 10th 2010
GaveKal Daily - Asian Tourism or the Acceleration Phenomenon at Work
This document is part of our old archive. It was published on 2010-08-10.You can download it here: GKDailyReport100810.pdf
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Gavekal Research
Research Team
Aug 05th 2010
GaveKal Daily - An Update on Chinese Property
This document is part of our old archive. It was published on 2010-08-05.You can download it here: GKDailyReport100805.pdf
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Gavekal Dragonomics
Arthur Kroeber, Rosealea Yao, Janet Zhang, Research Team
Aug 02nd 2010
DragonWeek Aug 2, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Aug 02nd 2010
GaveKal Daily - The Tussle for Influence in Southeast Asia
This document is part of our old archive. It was published on 2010-08-02.You can download it here: GKDailyReport100802.pdf
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Gavekal Research
Will Freeman
Aug 02nd 2010
ECFA - The Fruits of Detente
This document is part of our old archive. It was published on 2010-08-02.You can download it here: GKAdHocComment100802.pdf
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Gavekal Research
Research Team
Jul 28th 2010
GaveKal Daily - Another Bullish Development from China
This document is part of our old archive. It was published on 2010-07-28.You can download it here: GKDailyReport100728.pdf
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