Gavekal Research

Research Team

May 04th 2010

This document is part of our old archive. It was published on 2010-05-04.You can download it here: GKEnergyWeekly100504.pdf

Gavekal Research

Janet Zhang, Research Team

Apr 28th 2010

China economic outlook: April 2010

Gavekal Dragonomics

Will Freeman, Research Team

Apr 26th 2010

DragonWeek: An opinionated weekly guide to China's economic news

Gavekal Dragonomics

Rosealea Yao, Janet Zhang, Research Team

Apr 20th 2010

DragonWeek: An opinionated weekly guide to China's economic news

Gavekal Research

Research Team

Apr 19th 2010

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

Gavekal Research

Research Team

Apr 15th 2010

This document is part of our old archive. It was published on 2010-04-15.You can download it here: GKDailyReport100415.pdf

Gavekal Dragonomics

Janet Zhang, Will Freeman, Research Team

Apr 12th 2010

DragonWeek: An opinionated weekly guide to China's economic news

Gavekal Research

Louis Gave

Apr 12th 2010

This document is part of our old archive. It was published on 2010-04-12.You can download it here: GKFiveCorners1004124.pdf

Gavekal Research

Research Team

Apr 08th 2010

This document is part of our old archive. It was published on 2010-04-08.You can download it here: GKDailyReport1004081.pdf

Gavekal Research

Research Team

Apr 07th 2010

This document is part of our old archive. It was published on 2010-04-07.You can download it here: 0653InProfileBaidu.pdf

Gavekal Research

Research Team

Mar 30th 2010

This document is part of our old archive. It was published on 2010-03-30.You can download it here: GKDailyReport100330.pdf

Gavekal Research

Arthur Kroeber, Joyce Poon

Mar 29th 2010

This document is part of our old archive. It was published on 2010-03-29.You can download it here: GKFiveCorners1003292.pdf

Gavekal Research

Research Team

Mar 23rd 2010

This document is part of our old archive. It was published on 2010-03-23.You can download it here: GKDailyReport100323.pdf

Gavekal Research

Arthur Kroeber, Louis Gave

Mar 19th 2010

This document is part of our old archive. It was published on 2010-03-19.You can download it here: GKAdHocComment1003193.pdf

Gavekal Research

Arthur Kroeber

Mar 15th 2010

This document is part of our old archive. It was published on 2010-03-15.You can download it here: GKFiveCorners1003152.pdf

Gavekal Research

Mar 15th 2010

This document is part of our old archive. It was published on 2010-03-15.You can download it here: GKFiveCorners1003155.pdf

Gavekal Research

Gavin Bowring, Research Team

Mar 10th 2010

This document is part of our old archive. It was published on 2010-03-10.You can download it here: GKEnergyWeekly100310.pdf

Gavekal Dragonomics

Research Team

Mar 08th 2010

DragonWeek: An opinionated weekly guide to China's economic news

Gavekal Dragonomics

Research Team

Mar 05th 2010

CEQ Q1 2010: Economy

Gavekal Dragonomics

Research Team

Mar 05th 2010

CEQ Q1 2010: Energy

Gavekal Dragonomics

Rosealea Yao, Research Team

Mar 05th 2010

CEQ Q1 2010: Property Market

Gavekal Dragonomics

Research Team

Mar 05th 2010

CEQ Q1 2010: Cross-strait Relations

Gavekal Dragonomics

Research Team

Mar 05th 2010

CEQ Q1 2010: Taiwanese Identity

Gavekal Dragonomics

Research Team

Mar 05th 2010

CEQ Q1 2010: Food Self-Sufficiency

Gavekal Dragonomics

Tom Miller, Research Team

Mar 05th 2010

CEQ Q1 2010: Books

Gavekal Research

Anatole Kaletsky, François-Xavier Chauchat, Louis Gave, Pierre Gave, Will Denyer, Joyce Poon, Research Team

Mar 03rd 2010

This document is part of our old archive. It was published on 2010-03-03.You can download it here: GKQuarterlyStrategy1003031.pdf

Gavekal Research

Research Team

Mar 02nd 2010

This document is part of our old archive. It was published on 2010-03-02.You can download it here: GKDailyReport1003021.pdf

Gavekal Research

Cathy Holcombe

Mar 01st 2010

This document is part of our old archive. It was published on 2010-03-01.You can download it here: GKFiveCorners1003013.pdf

Gavekal Research

Gavin Bowring

Mar 01st 2010

This document is part of our old archive. It was published on 2010-03-01.You can download it here: GKFiveCorners1003016.pdf

Gavekal Dragonomics

Rosealea Yao, Thibaud Voïta

Feb 22nd 2010

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...

Gavekal Research

Will Denyer

Feb 22nd 2010

This document is part of our old archive. It was published on 2010-02-22.You can download it here: GKFiveCorners1002222.pdf

Gavekal Research

Research Team

Feb 18th 2010

This document is part of our old archive. It was published on 2010-02-18.You can download it here: GKDailyReport1002181.pdf

Gavekal Research

Research Team

Feb 17th 2010

This document is part of our old archive. It was published on 2010-02-17.You can download it here: GKFiveCorners1002174.pdf

Gavekal Research

Research Team

Feb 09th 2010

This document is part of our old archive. It was published on 2010-02-09.You can download it here: 0629Peakreport.pdf

Fathom China

Matthew Forney

Feb 08th 2010

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,...

Gavekal Research

Research Team

Feb 08th 2010

This document is part of our old archive. It was published on 2010-02-08.You can download it here: GKDailyReport100208.pdf

Gavekal Dragonomics

Arthur Kroeber

Feb 04th 2010

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...

Gavekal Dragonomics

Research Team

Feb 01st 2010

DragonWeek: An opinionated weekly guide to China's economic news

Gavekal Research

Feb 01st 2010

This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKFiveCorners100201.pdf

Gavekal Research

Research Team

Feb 01st 2010

This document is part of our old archive. It was published on 2010-02-01.You can download it here: GKFiveCorners1002012.pdf

Gavekal Research

Research Team

Jan 27th 2010

China economic outlook: February 2010

Gavekal Dragonomics

Research Team

Jan 25th 2010

DragonWeek: An opinionated weekly guide to China's economic news

Gavekal Dragonomics

Deborah Seligsohn

Jan 22nd 2010

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...

Gavekal Research

Arthur Kroeber

Jan 20th 2010

This document is part of our old archive. It was published on 2010-01-20.You can download it here: GKFiveCorners1001201.pdf

Gavekal Research

Research Team

Jan 19th 2010

This document is part of our old archive. It was published on 2010-01-19.You can download it here: GKEnergyWeekly100119.pdf

Gavekal Research

Research Team

Jan 14th 2010

This document is part of our old archive. It was published on 2010-01-14.You can download it here: GKDailyReport100114.pdf

Gavekal Research

Joyce Poon

Jan 11th 2010

This document is part of our old archive. It was published on 2010-01-11.You can download it here: GKFiveCorners1001115.pdf

Gavekal Research

Research Team

Jan 05th 2010

This document is part of our old archive. It was published on 2010-01-05.You can download it here: GKDailyReport100105.pdf

Gavekal Dragonomics

Arthur Kroeber

Dec 18th 2009

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...