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Gavekal Research
Research Team
Jul 28th 2010
GaveKal Energy Weekly - China's Foreign Expansion
This document is part of our old archive. It was published on 2010-07-28.You can download it here: GKEnergyWeekly100728.pdf
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Gavekal Dragonomics
Rosealea Yao, Arthur Kroeber
Jul 27th 2010
Is China Meeting Its Energy Efficiency Target?
The news that China may have surpassed the United States as the world’s biggest energy consumer (according to the latest calculations by the International Energy Agency) has once again put the spotlight on China’s energy data. Last week the media focused on China’s contention that the IEA exaggerated China’s energy use and that the US is still top of the heap. This dispute is pretty pointless: whether the actual transition happens in 2009, 2010...
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Gavekal Research
Research Team
Jul 23rd 2010
GaveKal Daily - A New PC Cycle
This document is part of our old archive. It was published on 2010-07-23.You can download it here: GKDailyReport100723.pdf
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Gavekal Research
Rosealea Yao, Research Team
Jul 22nd 2010
Construction Quarterly - Q2 2010
[LEFT]China real estate and construction market review: July 2010[/LEFT]
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Gavekal Research
Research Team
Jul 22nd 2010
GaveKal Daily - This Year's Surprises
This document is part of our old archive. It was published on 2010-07-22.You can download it here: GKDailyReport100722.pdf
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Gavekal Research
Research Team
Jul 21st 2010
GaveKal Daily - A Year Into China's Underperformance, Are We Making a Turn?
This document is part of our old archive. It was published on 2010-07-21.You can download it here: GKDailyReport100721.pdf
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Gavekal Research
Research Team
Jul 20th 2010
GaveKal Daily - Southeast Asia's Triple Merit Scenario
This document is part of our old archive. It was published on 2010-07-20.You can download it here: GKDailyReport100720.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
Jul 19th 2010
DragonWeek Jul 19, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Gavin Bowring
Jul 19th 2010
Behind the ASEAN Outperformance
This document is part of our old archive. It was published on 2010-07-19.You can download it here: GKFiveCorners1007191.pdf
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Gavekal Research
Will Freeman
Jul 19th 2010
Bringing MICE to Macao
This document is part of our old archive. It was published on 2010-07-19.You can download it here: GKFiveCorners1007193.pdf
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Gavekal Research
Gavin Bowring
Jul 19th 2010
Transcending the Great Fire-Wall
This document is part of our old archive. It was published on 2010-07-19.You can download it here: GKFiveCorners1007194.pdf
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Gavekal Research
Joyce Poon
Jul 19th 2010
The Timing of RMB Policy
This document is part of our old archive. It was published on 2010-07-19.You can download it here: GKFiveCorners1007195.pdf
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Gavekal Research
Research Team
Jul 14th 2010
Is It Still Time to Overweight Tech?
This document is part of our old archive. It was published on 2010-07-14.You can download it here: GKAdHocComment1007141.pdf
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Gavekal Research
Cathy Holcombe
Jul 13th 2010
China Surrenders to its Property Bubble
This document is part of our old archive. It was published on 2010-07-13.You can download it here: GKAdHocComment100713.pdf
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Gavekal Research
Will Denyer
Jul 12th 2010
China Does Not 'Generally' Export Inflation
This document is part of our old archive. It was published on 2010-07-12.You can download it here: GKFiveCorners1007122.pdf
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Gavekal Research
Louis Gave
Jul 09th 2010
MUST READ - Asia's Paradigm Shift
This document is part of our old archive. It was published on 2010-07-09.You can download it here: GKAdHocComment100709.pdf
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Gavekal Research
Research Team
Jul 09th 2010
GaveKal Daily - Western Doves, Asian Hawks
This document is part of our old archive. It was published on 2010-07-09.You can download it here: GKDailyReport100709.pdf
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Gavekal Research
Louis Gave
Jul 08th 2010
An Opportunity & a Challenge
This document is part of our old archive. It was published on 2010-07-08.You can download it here: GKFiveCorners100708.pdf
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Gavekal Research
Charles Gave
Jul 08th 2010
Assets to Own in a Triple Merit Boom
This document is part of our old archive. It was published on 2010-07-08.You can download it here: GKFiveCorners1007081.pdf
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Gavekal Research
Louis Gave
Jul 08th 2010
The Bloody White Baron
This document is part of our old archive. It was published on 2010-07-08.You can download it here: GKFiveCorners1007082.pdf
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Gavekal Research
Joyce Poon
Jul 07th 2010
China's Housing Oversupply Fears
This document is part of our old archive. It was published on 2010-07-07.You can download it here: GKFiveCorners1007071.pdf
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Gavekal Research
Conor Colwell
Jul 07th 2010
Rare Earth Relations
This document is part of our old archive. It was published on 2010-07-07.You can download it here: GKFiveCorners1007073.pdf
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Gavekal Research
Research Team
Jul 07th 2010
Residential Correction, Commercial Inception
This document is part of our old archive. It was published on 2010-07-07.You can download it here: GKFiveCorners1007074.pdf
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Gavekal Dragonomics
Research Team
Jul 05th 2010
DragonWeek Jul 5, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Charles Gave
Jul 05th 2010
Euro Purchasing Power vs Asian FX
This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007051.pdf
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Gavekal Research
Will Freeman
Jul 05th 2010
Still Plenty of Fuel for China's Export Engine
This document is part of our old archive. It was published on 2010-07-05.You can download it here: GKFiveCorners1007053.pdf
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Gavekal Dragonomics
Yuxin He
Jul 01st 2010
China Development Bank: The Best Bank In China?
If outsiders know China Development Bank (CDB) at all, it is as the financier of China Inc’s global investment drive. The unlisted, state-owned policy bank has funded every major Chinese overseas acquisition, from the purchase of oil, copper and iron ore assets by state-owned firms to private car company Geely’s takeover of Volvo. It took a 3% stake in one of Britain’s biggest banks on the eve of the global financial crisis, financed the global...
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Gavekal Research
Research Team
Jun 29th 2010
GaveKal Daily - An Interesting Story of Risk Diversification
This document is part of our old archive. It was published on 2010-06-29.You can download it here: GKDailyReport1006291.pdf
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Gavekal Research
Research Team
Jun 25th 2010
China's Commodity Slowdown
This document is part of our old archive. It was published on 2010-06-25.You can download it here: GKAdHocComment100625.pdf
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Gavekal Research
Arthur Kroeber
Jun 23rd 2010
Exploding China's Local-Government Debt Myth
This document is part of our old archive. It was published on 2010-06-23.You can download it here: GKAdHocComment100623.pdf
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Gavekal Dragonomics
Research Team
Jun 21st 2010
DragonWeek Jun 21, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Jun 21st 2010
GaveKal Daily - Our Take on the Big News from the PBoC
This document is part of our old archive. It was published on 2010-06-21.You can download it here: GKDailyReport100621.pdf
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Gavekal Research
Will Freeman
Jun 21st 2010
China Aids Greece with an Eye to Europe
This document is part of our old archive. It was published on 2010-06-21.You can download it here: GKFiveCorners1006213.pdf
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Gavekal Research
Joyce Poon
Jun 21st 2010
Chinese Crowding Out?
This document is part of our old archive. It was published on 2010-06-21.You can download it here: GKFiveCorners1006214.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jun 18th 2010
Exploding The Local Government Debt Myth
Last Sunday the State Council ordered the closure of many local government investment companies (LICs) that financed infrastructure spending by local governments, and ordered localities to bring these infrastructure projects back on budget. Along with other measures taken in recent weeks—notably a massive audit of bank lending to LICs, which will likely prompt the reduction or cancellation of many insufficiently collateralized LIC lines of...
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Gavekal Research
Research Team
Jun 18th 2010
GaveKal Daily - The Return of Capital Controls in Asia?
This document is part of our old archive. It was published on 2010-06-18.You can download it here: GKDailyReport100618.pdf
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Gavekal Dragonomics
Will Freeman
Jun 15th 2010
The Big Engine That Can: China's High-Speed Rail Project
The big engine that can: China's high-speed rail project
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Gavekal Research
Research Team
Jun 14th 2010
GaveKal Daily - Korea's Strategy for the Next Currency Crisis
This document is part of our old archive. It was published on 2010-06-14.You can download it here: GKDailyReport100614.pdf
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Gavekal Research
Anatole Kaletsky, François-Xavier Chauchat, Louis Gave, Pierre Gave, Will Denyer, Joyce Poon
Jun 10th 2010
Quarterly Strategy Chart Book 3Q10 - The Great Rebalancing
This document is part of our old archive. It was published on 2010-06-10.You can download it here: GKQuarterlyStrategy1006101.pdf
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Gavekal Research
Research Team
Jun 08th 2010
GaveKal Daily - The Beginning of the End for Fuel Subsidies?
This document is part of our old archive. It was published on 2010-06-08.You can download it here: GKDailyReport100608.pdf
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Gavekal Dragonomics
Tom Miller, Research Team
Jun 07th 2010
CEQ Q2 2010 - Little Bang For The Farming Buck
Improving the lot of China’s 700m-plus farmers is, officially, the central mission of China’s current government. For each of the past seven years, the first policy document of the year – the so-called “No 1 central document” – has focused on rural problems. In addition, building a “new socialist countryside” is a core policy of the 11th Five-Year Plan (2006-10). Checking the growing wealth disparity between China’s cities and its countryside is...
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Economy
CEQ Q2 2010: Economy
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Gavekal Dragonomics
Will Freeman, Research Team
Jun 07th 2010
CEQ Q2 2010 - High speed rail
CEQ Q2 2010: High Speed Rail
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Gavekal Dragonomics
Michael Komesaroff
Jun 07th 2010
CEQ Q2 2010 - Metals Man: Death Of The Annual Mating Ritual
On April 1, Rio Tinto, BHP Billiton and Vale introduced quarterly pricing of iron ore, scrapping the 40-year-old benchmark system of annual contracts. Prices under the new system will rise or fall every quarter according to the weighted average delivered price of iron ore to north Asia.
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Retail markets
CEQ Q2 2010: Retail Markets
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Gavekal Dragonomics
Rosealea Yao, Research Team
Jun 07th 2010
CEQ Q2 2010 - Property
CEQ Q2 2010: Property
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Capital markets
CEQ Q2 2010: Capital Markets
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Fiscal reform
CEQ Q2 2010: Fiscal Reform
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Local government debt
CEQ Q2 2010: Local Government Debt
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Capital markets reform
CEQ Q2 2010: Capital Markets Reform
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Shanxi coal consolidation
CEQ Q2 2010: Shanxi Coal Consolidation
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Gavekal Dragonomics
Research Team
Jun 07th 2010
CEQ Q2 2010 - Solar Power
CEQ Q2 2010: Solar Power
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 07th 2010
CEQ Q2 2010 - Books - Inside the party
CEQ Q2 2010: Books: Inside the Party
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Gavekal Dragonomics
Tom Miller, Research Team
Jun 07th 2010
CEQ Q2 2010 - Books - On the road
CEQ Q2 2010: Books: On The Road
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Gavekal Dragonomics
Research Team
Jun 07th 2010
DragonWeek Jun 7, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Will Freeman
Jun 07th 2010
No Dive and No Bubble
This document is part of our old archive. It was published on 2010-06-07.You can download it here: GKFiveCorners1006072.pdf
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Gavekal Research
Joyce Poon
Jun 07th 2010
Resource Tax Reform in China
This document is part of our old archive. It was published on 2010-06-07.You can download it here: GKFiveCorners1006073.pdf
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Gavekal Research
Gavin Bowring
Jun 07th 2010
The Main Driver in Asia Remains Country Risk
This document is part of our old archive. It was published on 2010-06-07.You can download it here: GKFiveCorners1006074.pdf
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Gavekal Research
Gavin Bowring
Jun 07th 2010
Taiwan's Supply-Side Reforms
This document is part of our old archive. It was published on 2010-06-07.You can download it here: GKFiveCorners1006075.pdf
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Gavekal Dragonomics
Research Team
Jun 04th 2010
China Economic Quarterly June 2010 - Fiscal & Financial Reform
China Economic Quarterly Q2 2010: Fiscal & Financial Reform
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Gavekal Research
Arthur Kroeber, Will Freeman
Jun 04th 2010
China's Fast Track to Development
This document is part of our old archive. It was published on 2010-06-04.You can download it here: GKAdHocComment100604.pdf
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Gavekal Research
Research Team
Jun 02nd 2010
Energy Weekly - The BP Disaster
This document is part of our old archive. It was published on 2010-06-02.You can download it here: GKEnergyWeekly100602.pdf
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Gavekal Dragonomics
Janet Zhang, Research Team
May 31st 2010
DragonWeek May 31, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Will Freeman
May 28th 2010
The Big Engine That Can: China's High Speed Rail Project
Rocketing through China’s heartland on the 350 km per hour Wuguang Harmony Express is a great way to travel. The train carries passengers 1,000 km from Wuhan to Guangzhou – roughly the distance between Washington DC and Chicago – in just three hours. Seating is comfortable, travelers are free to walk around, and cell phones and other electronic devices are permitted. Outside, between the roar of hundreds of dark tunnels, quintessential scenes of...
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Gavekal Research
Joyce Poon
May 25th 2010
A Proxy for China Weakness
This document is part of our old archive. It was published on 2010-05-25.You can download it here: GKFiveCorners100525.pdf
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Gavekal Research
Charles Gave
May 25th 2010
Oil, Inflation and Asian Equities
This document is part of our old archive. It was published on 2010-05-25.You can download it here: GKFiveCorners1005253.pdf
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Gavekal Research
Will Freeman
May 25th 2010
Taiwan Tries to Climb the Ladder
This document is part of our old archive. It was published on 2010-05-25.You can download it here: GKFiveCorners1005254.pdf
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Gavekal Dragonomics
Rosealea Yao, Research Team
May 24th 2010
DragonWeek May 24, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
May 18th 2010
GaveKal Daily - What the European Meltdown Means for China
This document is part of our old archive. It was published on 2010-05-18.You can download it here: GKDailyReport100518.pdf
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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Research Team
May 17th 2010
DragonWeek May 17, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
May 17th 2010
GaveKal Daily - Implications of the UK's Latest Soak-the-Rich Scheme
This document is part of our old archive. It was published on 2010-05-17.You can download it here: GKDailyReport100517.pdf
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Gavekal Research
Research Team
May 14th 2010
GaveKal Daily - Will China's Tightening Strike the Right Balance This Time?
This document is part of our old archive. It was published on 2010-05-14.You can download it here: GKDailyReport1005141.pdf
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Gavekal Dragonomics
Tom Miller, Research Team
May 10th 2010
DragonWeek May 10, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Joyce Poon
May 10th 2010
A-Shares and the Euro Crisis
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005101.pdf
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Gavekal Research
Arthur Kroeber, Pierre Gave
May 10th 2010
Chinese Real Estate and Consumption
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005103.pdf
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Gavekal Research
Cathy Holcombe
May 10th 2010
Starting from Scrap--by Stephen Greer
This document is part of our old archive. It was published on 2010-05-10.You can download it here: GKFiveCorners1005104.pdf
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Gavekal Dragonomics
Rosealea Yao, Janet Zhang, Research Team
May 04th 2010
DragonWeek May 4, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
May 04th 2010
GaveKal Energy Weekly - China's "Amazing" Gasoline Demand
This document is part of our old archive. It was published on 2010-05-04.You can download it here: GKEnergyWeekly100504.pdf
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Gavekal Research
Janet Zhang, Research Team
Apr 30th 2010
China Trade Review - April 2010
China trade review - April 2010
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Gavekal Research
Janet Zhang, Research Team
Apr 28th 2010
Macro Quarterly - Q2 2010
China economic outlook: April 2010
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Gavekal Research
Research Team
Apr 27th 2010
GaveKal Daily - Beijing Gets Tougher On Property Speculation
This document is part of our old archive. It was published on 2010-04-27.You can download it here: GKDailyReport100427.pdf
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Gavekal Dragonomics
Will Freeman, Research Team
Apr 26th 2010
DragonWeek April 26, 2010
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Apr 21st 2010
GaveKal Energy Weekly - The Gasoline Export Bandwagon
This document is part of our old archive. It was published on 2010-04-21.You can download it here: GKEnergyWeekly100421.pdf
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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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