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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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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Economy
CEQ Q4 2009: Economy
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Climate Change
CEQ Q4 2009: Climate Change
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Companies
CEQ Q4 2009: Companies
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Retail markets
CEQ Q4 2009: Retail Markets
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Capital markets
CEQ Q4 2009: Capital Markets
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 07th 2009
CEQ Q4 2009 - Economic rebalancing
CEQ Q4 2009: Economic Rebalancing
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Gavekal Dragonomics
Rosealea Yao, Research Team
Dec 07th 2009
CEQ Q4 2009 - Property
CEQ Q4 2009: Property
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Saving Debate I: The Big Savers
CEQ Q4 2009: Saving Debate I
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Saving Debate II: Policies Drive Chinese Saving
CEQ Q4 2009: Saving Debate II
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Saving Debate III: The Great Market Share Grab
CEQ Q4 2009: Saving Debate III
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Saving Debate IV: Imbalances Are Overstated
CEQ Q4 2009: Saving Debate IV
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Industrial overcapacity
CEQ Q4 2009: Industrial Overcapacity
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - Goods distribution
CEQ Q4 2009: Goods Distribution
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Gavekal Dragonomics
Tom Miller, Will Freeman, Research Team
Dec 07th 2009
CEQ Q4 2009 - Chongqing and Wuhan
CEQ Q4 2009: Chongqing and Wuhan
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Gavekal Dragonomics
Research Team
Dec 07th 2009
CEQ Q4 2009 - International investment
CEQ Q4 2009: International Investment
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Gavekal Dragonomics
Research Team
Dec 07th 2009
DragonWeek delay
This document is part of our old archive. It was published on 2009-12-07.You can download it here: DragonWeekdelay.pdf
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Gavekal Research
Joyce Poon
Dec 07th 2009
How to Interpret China's Monetary Signals
This document is part of our old archive. It was published on 2009-12-07.You can download it here: GKFiveCorners0912071.pdf
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Gavekal Research
Research Team
Dec 07th 2009
Imagine How HK Will Fare Once Credit Gets Going
This document is part of our old archive. It was published on 2009-12-07.You can download it here: GKFiveCorners0912072.pdf
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Gavekal Research
Research Team
Dec 07th 2009
The Surge in Lumber
This document is part of our old archive. It was published on 2009-12-07.You can download it here: GKFiveCorners0912075.pdf
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Gavekal Research
Research Team
Dec 04th 2009
GaveKal Daily - Hong Kong Likes its Champagne With Fizz
This document is part of our old archive. It was published on 2009-12-04.You can download it here: GKDailyReport0912041.pdf
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Gavekal Dragonomics
Research Team
Nov 30th 2009
DragonWeek November 30, 2009
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Nov 30th 2009
GaveKal Daily - The Deflationary Boom, Subject of Our Latest Quarterly
This document is part of our old archive. It was published on 2009-11-30.You can download it here: GKDailyReport091130.pdf
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Gavekal Research
Pierre Gave
Nov 27th 2009
GaveKal Quarterly Strategy Chart Book 1Q 2010 - What is Different This Time?
This document is part of our old archive. It was published on 2009-11-27.You can download it here: GKQuarterlyStrategy0911271.pdf
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Gavekal Research
Research Team
Nov 24th 2009
GaveKal Daily -- Chinese Banks and the Renminbi
This document is part of our old archive. It was published on 2009-11-24.You can download it here: GKDailyReport091124.pdf
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Gavekal Dragonomics
Research Team
Nov 23rd 2009
DragonWeek November 23, 2009
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Joyce Poon
Nov 23rd 2009
Asia's Managed Currency Floats
This document is part of our old archive. It was published on 2009-11-23.You can download it here: GKFiveCorners0911232.pdf
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Gavekal Research
Research Team
Nov 19th 2009
GaveKal Daily - Food Inflation and Asian Currencies
This document is part of our old archive. It was published on 2009-11-19.You can download it here: GKDailyReport0911191.pdf
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Gavekal Research
Research Team
Nov 17th 2009
China's Commodity Volumes and GDP Growth
This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKFiveCorners0911171.pdf
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Gavekal Research
Research Team
Nov 17th 2009
China Car Sales vs Gasoline Demand
This document is part of our old archive. It was published on 2009-11-17.You can download it here: GKAdHocComment091117.pdf
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Gavekal Dragonomics
Research Team
Nov 16th 2009
DragonWeek November 9, 2009
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Research Team
Nov 16th 2009
DragonWeek November 16, 2009
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Research Team
Nov 16th 2009
GaveKal Daily - The Low-Volume Bull Market
This document is part of our old archive. It was published on 2009-11-16.You can download it here: GKDailyReport091116.pdf
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Gavekal Research
Research Team
Nov 13th 2009
GaveKal Daily -- Bullish Expectations for the RMB
This document is part of our old archive. It was published on 2009-11-13.You can download it here: GKDailyReport091113.pdf
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Gavekal Research
Research Team
Nov 11th 2009
GaveKal Daily -- The Next Stage for Asia's Central Banks?
This document is part of our old archive. It was published on 2009-11-11.You can download it here: GKDailyReport091111.pdf
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Gavekal Research
Gavin Bowring
Nov 10th 2009
How to Play the Asian Renewable Energy Theme
This document is part of our old archive. It was published on 2009-11-10.You can download it here: GKFiveCorners0911102.pdf
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Gavekal Research
Research Team
Nov 10th 2009
It's a Bull Market! Where are HK's Big Spenders?
This document is part of our old archive. It was published on 2009-11-10.You can download it here: GKFiveCorners0911103.pdf
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Gavekal Research
Joyce Poon
Nov 10th 2009
Measures of 'Renminbi Success'
This document is part of our old archive. It was published on 2009-11-10.You can download it here: GKFiveCorners0911104.pdf
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Gavekal Research
Research Team
Nov 09th 2009
GaveKal Daily - China's Water Constraints Come to the Fore
This document is part of our old archive. It was published on 2009-11-09.You can download it here: GKDailyReport091109.pdf
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Gavekal Research
Research Team
Nov 05th 2009
Macro Quarterly - Q4 2009
China economic outlook: November 2009
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Gavekal Research
Research Team
Nov 05th 2009
GaveKal Daily - The Search for Bubbles
This document is part of our old archive. It was published on 2009-11-05.You can download it here: GKDailyReport091105.pdf
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Gavekal Research
Louis Gave
Nov 03rd 2009
Louis Interview with Kate Welling
This document is part of our old archive. It was published on 2009-11-03.You can download it here: GKAdHocComment0911031.pdf
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Gavekal Dragonomics
Research Team
Nov 02nd 2009
DragonWeek 2009 November 2nd
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Research
Joyce Poon
Oct 29th 2009
The China Tightening Question
This document is part of our old archive. It was published on 2009-10-29.You can download it here: GKAdHocComment091029.pdf
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Gavekal Research
Louis Gave
Oct 28th 2009
It's Different This Time
This document is part of our old archive. It was published on 2009-10-28.You can download it here: GKAdHocComment0910281.pdf
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Gavekal Research
Louis Gave
Oct 27th 2009
Important Breakout in China's Property Stocks
This document is part of our old archive. It was published on 2009-10-27.You can download it here: GKFiveCorners091027.pdf
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Gavekal Research
Research Team
Oct 27th 2009
Poorly Made in China
This document is part of our old archive. It was published on 2009-10-27.You can download it here: GKFiveCorners0910272.pdf
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Gavekal Research
Research Team
Oct 27th 2009
The Next Stage in the HK Real Estate Bubble
This document is part of our old archive. It was published on 2009-10-27.You can download it here: GKFiveCorners0910274.pdf
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Gavekal Dragonomics
Research Team
Oct 26th 2009
DragonWeek 2009 October 26th
DragonWeek: An opinionated weekly guide to China's economic news
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Gavekal Dragonomics
Research Team
Oct 22nd 2009
DragonWeek 2009 October 22nd
DragonWeek: An opinionated weekly guide to China's economic news
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