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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Research Team
Apr 20th 2010
DragonWeek April 20, 2010 - correction
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 19th 2010
Freight traffic
This document is part of our old archive. It was published on 2010-04-19.You can download it here: 06_Freight traffic2.xlsx
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Gavekal Research
Research Team
Apr 19th 2010
Post and telecommunications
This document is part of our old archive. It was published on 2010-04-19.You can download it here: 08_Post and telecommunications2.xlsx
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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Will Freeman, Research Team
Apr 19th 2010
DragonWeek April 19, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 15th 2010
GaveKal Daily - Abating Deflationary Pressures Help Push Equity Markets Through Big Round Numbers
This document is part of our old archive. It was published on 2010-04-15.You can download it here: GKDailyReport100415.pdf
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Gavekal Research
Research Team
Apr 14th 2010
GaveKal Daily - US Exports and Asia's Triple Merit Scenario
This document is part of our old archive. It was published on 2010-04-14.You can download it here: GKDailyReport100414.pdf
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Gavekal Dragonomics
Janet Zhang, Will Freeman, Research Team
Apr 12th 2010
DragonWeek April 12, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 12th 2010
Hong Kong Strikes Gold
This document is part of our old archive. It was published on 2010-04-12.You can download it here: GKFiveCorners1004123.pdf
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Gavekal Research
Louis Gave
Apr 12th 2010
Will China Ever Become A First-World Nation?
This document is part of our old archive. It was published on 2010-04-12.You can download it here: GKFiveCorners1004124.pdf
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Gavekal Research
Louis Gave
Apr 09th 2010
China Concerns Part 2: The Real Estate Bubble
This document is part of our old archive. It was published on 2010-04-09.You can download it here: GKAdHocComment100409.pdf
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Gavekal Research
Research Team
Apr 08th 2010
GaveKal Daily - Is Asia's Triple Merit Scenario Finally Starting in Earnest?
This document is part of our old archive. It was published on 2010-04-08.You can download it here: GKDailyReport1004081.pdf
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Fathom China
Matthew Forney
Apr 07th 2010
Profile: Baidu: In Search Of A China Internet Strategy
Baidu: In search of a China internet strategy
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Gavekal Research
Research Team
Apr 07th 2010
GaveKal Dragonomics special report - Baidu
This document is part of our old archive. It was published on 2010-04-07.You can download it here: 0653InProfileBaidu.pdf
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Gavekal Research
Rosealea Yao, Research Team
Apr 06th 2010
Construction Quarterly - Q1 2010
[LEFT]China real estate and construction market review: April 2010[/LEFT]
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Gavekal Research
Research Team
Mar 30th 2010
GaveKal Daily - China's Likely Plans for the RMB
This document is part of our old archive. It was published on 2010-03-30.You can download it here: GKDailyReport100330.pdf
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Gavekal Dragonomics
Research Team
Mar 29th 2010
DragonWeek March 29, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Arthur Kroeber, Joyce Poon
Mar 29th 2010
Is SOE Profitability a Big Concern?
This document is part of our old archive. It was published on 2010-03-29.You can download it here: GKFiveCorners1003292.pdf
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Gavekal Research
Louis Gave
Mar 29th 2010
The More Immediate China Threat
This document is part of our old archive. It was published on 2010-03-29.You can download it here: GKFiveCorners1003293.pdf
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Gavekal Research
Research Team
Mar 23rd 2010
GaveKal Daily - Mounting Pressure on China to Revalue the RMB
This document is part of our old archive. It was published on 2010-03-23.You can download it here: GKDailyReport100323.pdf
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Gavekal Dragonomics
Research Team
Mar 22nd 2010
DragonWeek March 22, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Arthur Kroeber, Louis Gave
Mar 19th 2010
China Concerns Part 1: A Looming Debt Crisis?
This document is part of our old archive. It was published on 2010-03-19.You can download it here: GKAdHocComment1003193.pdf
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Gavekal Dragonomics
Research Team
Mar 15th 2010
DragonWeek March 15, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Arthur Kroeber
Mar 15th 2010
China's Off-Balance Sheet Exposure to Property
This document is part of our old archive. It was published on 2010-03-15.You can download it here: GKFiveCorners1003152.pdf
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Gavekal Research
Research Team
Mar 15th 2010
Taiwan's Lucky Export Market
This document is part of our old archive. It was published on 2010-03-15.You can download it here: GKDailyReport1003151.pdf
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Gavekal Research
Mar 15th 2010
Will India and China Clash Over Resources?
This document is part of our old archive. It was published on 2010-03-15.You can download it here: GKFiveCorners1003155.pdf
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Gavekal Research
Research Team
Mar 12th 2010
Grain production
This document is part of our old archive. It was published on 2010-03-12.You can download it here: 07_Grain production.xls
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Gavekal Research
Gavin Bowring, Research Team
Mar 10th 2010
GaveKal Energy Weekly - Crude's Pivot Point
This document is part of our old archive. It was published on 2010-03-10.You can download it here: GKEnergyWeekly100310.pdf
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Gavekal Research
Research Team
Mar 09th 2010
GaveKal Daily - China's Infrastructure Buildout and Productive Bubbles
This document is part of our old archive. It was published on 2010-03-09.You can download it here: GKDailyReport100309.pdf
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Gavekal Dragonomics
Research Team
Mar 08th 2010
DragonWeek March 8, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Research Team
Mar 05th 2010
China Economic Quarterly March 2010 - Taiwan
The inauguration of the ASEAN-plus-China Free Trade Area makes 2010 a big year for relations between Taiwan and mainland China. Taipei hopes that trade agreements will boost business with China, which already absorbs 40% of Taiwan’s exports and 65% of its outward investment. The chances of deeper economic integration look promising.
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Economy
CEQ Q1 2010: Economy
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Gavekal Dragonomics
Will Freeman, Research Team
Mar 05th 2010
CEQ Q1 2010 - Social unrest
CEQ Q1 2010: Social Unrest
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Energy
CEQ Q1 2010: Energy
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Gavekal Dragonomics
Michael Komesaroff
Mar 05th 2010
CEQ Q1 2010 - Metals Man: Precious Earth
How much should the world worry about China’s near-monopoly of global rare-earth production? Fears that China has the power to cut off supply of essential ingredients for a wide range of military and green technologies resurfaced in February, when Beijing threatened sanctions against US companies selling military equipment to Taiwan. The 17 metallic elements known as “rare-earth” elements are used in precision-guided munitions and cruise...
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Gavekal Dragonomics
Rosealea Yao, Research Team
Mar 05th 2010
CEQ Q1 2010 - Property market
CEQ Q1 2010: Property Market
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Capital markets
CEQ Q1 2010: Capital Markets
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Cross-strait relations
CEQ Q1 2010: Cross-strait Relations
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Taiwanese investment
CEQ Q1 2010: Taiwanese Investment
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Taiwanese identity
CEQ Q1 2010: Taiwanese Identity
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Mar 05th 2010
CEQ Q1 2010 - Economic rebalancing
CEQ Q1 2010: Economic Rebalancing
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Should China Feed Itself?
CEQ Q1 2010: Food Self-Sufficiency
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Gavekal Dragonomics
Research Team
Mar 05th 2010
CEQ Q1 2010 - Athletic shoes
CEQ Q1 2010: Athletic Shoes
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Gavekal Dragonomics
Tom Miller, Research Team
Mar 05th 2010
CEQ Q1 2010 - Books
CEQ Q1 2010: Books
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Gavekal Research
Research Team
Mar 05th 2010
GaveKal Daily - NPC Message: Growth Remains Priority for China, Good for Equities
This document is part of our old archive. It was published on 2010-03-05.You can download it here: GKDailyReport100305.pdf
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Gavekal Research
Anatole Kaletsky, François-Xavier Chauchat, Louis Gave, Pierre Gave, Will Denyer, Joyce Poon, Research Team
Mar 03rd 2010
Quarterly Strategy Chart Book 2Q 2010- The Return of Country Risk and What It Means
This document is part of our old archive. It was published on 2010-03-03.You can download it here: GKQuarterlyStrategy1003031.pdf
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Gavekal Research
Research Team
Mar 02nd 2010
GaveKal Energy Weekly - Stepping on the Gas
This document is part of our old archive. It was published on 2010-03-02.You can download it here: GKEnergyWeekly1003021.pdf
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Gavekal Research
Research Team
Mar 02nd 2010
GaveKal Daily - Putting Risk Back On - But Where?
This document is part of our old archive. It was published on 2010-03-02.You can download it here: GKDailyReport1003021.pdf
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Gavekal Dragonomics
Research Team
Mar 01st 2010
DragonWeek March 1, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Cathy Holcombe
Mar 01st 2010
Mao
This document is part of our old archive. It was published on 2010-03-01.You can download it here: GKFiveCorners1003013.pdf
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Gavekal Research
Research Team
Mar 01st 2010
The Next Wave for HK Property
This document is part of our old archive. It was published on 2010-03-01.You can download it here: GKFiveCorners1003015.pdf
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Gavekal Research
Gavin Bowring
Mar 01st 2010
Which Country in Asia Will Tighten First?
This document is part of our old archive. It was published on 2010-03-01.You can download it here: GKFiveCorners1003016.pdf
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Gavekal Research
Research Team
Feb 23rd 2010
GaveKal Daily - The Circle of Manipulation Comes to an End - But What Happens Next?
This document is part of our old archive. It was published on 2010-02-23.You can download it here: GKDailyReport100223.pdf
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Gavekal Dragonomics
Rosealea Yao, Thibaud Voïta
Feb 22nd 2010
Coal For Cars: Why Is China Investing In CTL?
It may not sound sexy, but coal-to-liquids (CTL) technology has become much sought after in China. There has been a huge expansion of CTL projects during the past 10 years, driven by a combination of central government energy security concerns and local companies’ and governments’ profit objectives. Such enthusiasm is surprising: during its short history, CTL has already been written off several times as a technology without a future and most...
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Gavekal Research
Research Team
Feb 22nd 2010
GaveKal Daily - Chinese New Year and Labor Costs
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKDailyReport100222.pdf
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Gavekal Research
Will Denyer
Feb 22nd 2010
China's UST Sell-off: A Political or Cyclical Event?
This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002222.pdf
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Gavekal Research
Conor Colwell, Research Team
Feb 19th 2010
Solar Energy: A Broad Assessment of its Potential
This document is part of our old archive. It was published on 2010-02-19.You can download it here: GKAdHocComment1002191.pdf
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Gavekal Research
Research Team
Feb 18th 2010
GaveKal Daily - Renewed Upswing in the US Dollar
This document is part of our old archive. It was published on 2010-02-18.You can download it here: GKDailyReport1002181.pdf
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Gavekal Research
Joyce Poon
Feb 17th 2010
China's Role in the Jigsaw Puzzle of Metals
This document is part of our old archive. It was published on 2010-02-17.You can download it here: GKFiveCorners1002171.pdf
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Gavekal Research
Research Team
Feb 17th 2010
Taiwan's "February Effect"
This document is part of our old archive. It was published on 2010-02-17.You can download it here: GKFiveCorners1002174.pdf
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Gavekal Dragonomics
Research Team
Feb 16th 2010
DragonWeek February 16, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Feb 09th 2010
GaveKal Dragonomics special report - Peak Sport Products
This document is part of our old archive. It was published on 2010-02-09.You can download it here: 0629Peakreport.pdf
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Gavekal Research
Arthur Kroeber
Feb 09th 2010
Why Are China’s Forex Reserves So Large?
This document is part of our old archive. It was published on 2010-02-09.You can download it here: GKAdHocComment100209.pdf
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Fathom China
Matthew Forney
Feb 08th 2010
Profile: Peak Sport Products: Profiting In The Hinterland
Athletic footwear maker Peak Sport Products Company Ltd found success by selling athletic shoes to a rising middle class in remote Chinese cities. Peak is not alone – at least four other sneaker makers from the same small city in eastern Fujian province have listed on overseas stock markets, and all started by stitching together millions of pairs of shoes for the likes of Nike, Adidas and other top-flight brands. These new Chinese arrivals,...
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Gavekal Dragonomics
Research Team
Feb 08th 2010
DragonWeek February 8, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Feb 08th 2010
GaveKal Daily - Central Bankers Pause as Deflation Risks Return
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKDailyReport100208.pdf
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Gavekal Research
Joyce Poon
Feb 08th 2010
China Shakes the World--by James Kynge
This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKFiveCorners1002081.pdf
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Gavekal Dragonomics
Arthur Kroeber
Feb 04th 2010
Learning To Live With Inflation
The big question in China this year is simple: is the main risk slower growth because of inadequate private demand, or inflation because of monetary excess? The market fears inflation; the government fears a growth slowdown, and ostensibly believes that inflation comes mainly from specific supply shocks (vegetables, the crude oil price) which can be controlled through targeted market interventions and modest monetary measures. We believe...
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Gavekal Research
Research Team
Feb 02nd 2010
GaveKal Energy Weekly - Peak Demand Comes to the Fore
This document is part of our old archive. It was published on 2010-02-02.You can download it here: GKEnergyWeekly100202.pdf
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Gavekal Dragonomics
Research Team
Feb 01st 2010
DragonWeek February 1, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Feb 01st 2010
GaveKal Daily - Tough Questions to Answer
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKDailyReport1002011.pdf
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Gavekal Research
Feb 01st 2010
A Game of Chicken Between India and China?
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKFiveCorners100201.pdf
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Gavekal Research
Pierre Gave
Feb 01st 2010
A Respite for China?
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKFiveCorners1002011.pdf
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Gavekal Research
Research Team
Feb 01st 2010
Demand for the HK$ Weakens
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKFiveCorners1002012.pdf
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Gavekal Research
Joyce Poon
Feb 01st 2010
Local Protectionism in China
This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKFiveCorners1002014.pdf
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Gavekal Research
Research Team
Jan 27th 2010
Macro Quarterly - Q1 2010
China economic outlook: February 2010
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Gavekal Research
Louis Gave
Jan 27th 2010
The Mystery of the Strong Yen
This document is part of our old archive. It was published on 2010-01-27.You can download it here: GKAdHocComment1001271.pdf
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Gavekal Dragonomics
Research Team
Jan 25th 2010
DragonWeek January 25, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Research Team
Jan 22nd 2010
Exchange rate
This document is part of our old archive. It was published on 2010-01-22.You can download it here: 26Exchangerate.xlsx
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Gavekal Dragonomics
Deborah Seligsohn
Jan 22nd 2010
Clearing Up Copenhagen’s Confusion
The “Copenhagen Accord” that emerged from December’s global climate meetings in Denmark received rather mixed reviews, and China shouldered much of the blame for the supposed failure to reach a more detailed and ambitious agreement. Accurately assessing the merit of the agreement, and whether China played a constructive or obstructive role, was difficult because of the volume of political rhetoric and blame shifting that occurred during and...
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Gavekal Dragonomics
Yuxin He
Jan 20th 2010
Lenovo: Travel Abroad, Succeed At Tome
In two earlier notes, we documented the failures of two major efforts by Chinese companies to “go global” by cross-border acquisition: Shanghai Automotive’s attempt to jump-start brand development by buying distressed Korean and British car makers, and TCL’s catastrophic purchase of the Thomson and RCA television brands and Alcatel’s mobile phone business. But not every Chinese effort at international M&A has ended in disaster. Today we...
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Gavekal Research
Arthur Kroeber
Jan 20th 2010
Distilling the Google Story
This document is part of our old archive. It was published on 2010-01-20.You can download it here: GKFiveCorners1001201.pdf
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Gavekal Research
Research Team
Jan 20th 2010
The Outperformance of Taiwanese Real Estate
This document is part of our old archive. It was published on 2010-01-20.You can download it here: GKFiveCorners1001204.pdf
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Gavekal Research
Research Team
Jan 19th 2010
GaveKal Energy Weekly - Oil Inventories Remain Stubbornly High
This document is part of our old archive. It was published on 2010-01-19.You can download it here: GKEnergyWeekly100119.pdf
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Gavekal Dragonomics
Research Team
Jan 18th 2010
DragonWeek January 18, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Jan 14th 2010
GaveKal Daily - Google and China
This document is part of our old archive. It was published on 2010-01-14.You can download it here: GKDailyReport100114.pdf
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Gavekal Dragonomics
Research Team
Jan 11th 2010
DragonWeek January 11, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Joyce Poon
Jan 11th 2010
Lower Real Rates and Chinese Equities
This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001115.pdf
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Gavekal Dragonomics
Research Team
Jan 05th 2010
DragonWeek January 5, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Jan 05th 2010
GaveKal Daily - Coming Shifts in Global Monetary Stances?
This document is part of our old archive. It was published on 2010-01-05.You can download it here: GKDailyReport100105.pdf
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Gavekal Research
Arthur Kroeber
Dec 22nd 2009
Rising Inflation, and a Possible Currency Surprise
This document is part of our old archive. It was published on 2009-12-22.You can download it here: GKAdHocComment091222.pdf
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Gavekal Dragonomics
Arthur Kroeber
Dec 18th 2009
Rising Inflation, And A Possible Currency Surprise
What a difference a year makes, or even six months. This time a year ago market consensus was that the export slowdown had been so severe that China would be lucky to generate GDP growth much above 5% in 2009. We advised that China had ample financial and fiscal resources to maintain growth at a higher rate than that, and that the scare stories about massive unemployment and social unrest were wildly overplayed. By June, the story had turned 180...
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Gavekal Research
Rosealea Yao, Research Team
Dec 15th 2009
Construction Quarterly - Q4 2009
[LEFT]China real estate and construction market review: December 2009[/LEFT]
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Gavekal Research
Research Team
Dec 15th 2009
GaveKal Daily - Emerging Markets and USD Peg Countries Face Inflationary Threats
This document is part of our old archive. It was published on 2009-12-15.You can download it here: GKDailyReport091215.pdf
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Gavekal Dragonomics
Research Team
Dec 14th 2009
DragonWeek December 14, 2009
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Dec 14th 2009
GaveKal Daily - Stakes are Rising in the Renminbi Game
This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKDailyReport091214.pdf
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Gavekal Research
Louis Gave
Dec 14th 2009
China's Two Turning Points, and Why Invest in China Now
This document is part of our old archive. It was published on 2009-12-14.You can download it here: GKFiveCorners0912142.pdf
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Gavekal Research
Janet Zhang, Research Team
Dec 11th 2009
China Trade Review - December 2009
China trade review - December 2009
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Gavekal Dragonomics
Research Team
Dec 08th 2009
DragonWeek December 8, 2009
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Media
CEQ Q4 2009: Media
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Gavekal Dragonomics
Research Team
Dec 07th 2009
China Economic Quarterly December 2009 - Rebalancing Growth
China Economic Quarterly Q4 2009: Rebalancing Growth
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