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Gavekal Dragonomics
Research Team
Dec 08th 2008
DragonWeek 2008 December 8th
This document is part of our old archive. It was published on 2008-12-08.You can download it here: 0497_DragonWeek_081208.pdf
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Manufacturers
CEQ Q4 2008: Manufacturers
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Economy
CEQ Q4 2008: Economy
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Land reform
CEQ Q4 2008: Land Reform
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 05th 2008
CEQ Q4 2008 - Energy
CEQ Q4 2008: Energy
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Metals man
CEQ Q4 2008: Metals man
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Markets
CEQ Q4 2008: Markets
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 05th 2008
CEQ Q4 2008 - China economic prospects
CEQ Q4 2008: China's economic prospects
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Agriculture
CEQ Q4 2008: Agriculture
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Gavekal Dragonomics
Research Team
Dec 05th 2008
CEQ Q4 2008 - Regional development
CEQ Q4 2008: Regional development
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 05th 2008
CEQ Q4 2008 - Book review
CEQ Q4 2008: Book review
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Gavekal Research
Research Team
Dec 04th 2008
GaveKal Daily - Asian Bond Buybacks Pick Up
This document is part of our old archive. It was published on 2008-12-04.You can download it here: GKCheckingtheBoxesReports0812041.pdf
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Gavekal Research
Research Team
Dec 02nd 2008
GaveKal Daily - Big RMB Move Spooks the Markets
This document is part of our old archive. It was published on 2008-12-02.You can download it here: GKCheckingtheBoxesReports081202111.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2008
DragonWeek 2008 December 1st
This document is part of our old archive. It was published on 2008-12-01.You can download it here: 0485_DragonWeek_081201.pdf
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Gavekal Research
Research Team
Nov 28th 2008
Construction Quarterly - Q4 2008
[LEFT]China real estate and construction market review: December 2008[/LEFT]
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Gavekal Dragonomics
Arthur Kroeber, Ahmad Abdallah
Nov 26th 2008
Facing Up To Facts: Fuel Price Reform
With the price of crude oil now under US$50 a barrel, the discussion of Chinese energy pricing policy has reversed course. Six months ago, with the crude price at US$150, the question was how long China could sustain subsidies to keep retail fuel prices low. Today the question is when China will impose a fuel tax and liberalize its rigid price regime for gasoline and diesel. The answer is: soon. Policy makers recognize that price reform is...
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Gavekal Dragonomics
Research Team
Nov 24th 2008
DragonWeek 2008 November 24th
This document is part of our old archive. It was published on 2008-11-24.You can download it here: 0483_DragonWeek_081124.pdf
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Gavekal Dragonomics
Research Team
Nov 17th 2008
DragonWeek 2008 November 17th
This document is part of our old archive. It was published on 2008-11-17.You can download it here: 0482_DragonWeek_081117.pdf
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Gavekal Research
Research Team
Nov 17th 2008
Energy Efficiency in Chinese Industry
This document is part of our old archive. It was published on 2008-11-17.You can download it here: 025_2008-11_Komesaroff_Industrial efficiency1.pdf
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Gavekal Research
Arthur Kroeber
Nov 17th 2008
Are We Underestimating China's Export Exposure?
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina081117.pdf
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Gavekal Research
Research Team
Nov 17th 2008
GaveKal Energy Weekly - OPEC's Exaggerated Claims
This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina0811171.pdf
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Gavekal Research
Research Team
Nov 14th 2008
Industrial Policy and Climate Change in China
This document is part of our old archive. It was published on 2008-11-14.You can download it here: 024_2008-11_Seligsohn_Energy and climate change.pdf
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Gavekal Research
Research Team
Nov 13th 2008
Macro Quarterly - Q4 2008
China economic outlook: November 2008
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Gavekal Research
Research Team
Nov 11th 2008
GaveKal Energy Weekly - How Will China's Stimulus Plan Affect Oil Demand
This document is part of our old archive. It was published on 2008-11-11.You can download it here: GaveKalEnergyDailyHowWillChinasStimulusPlanAffectO.pdf
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Gavekal Dragonomics
Research Team
Nov 10th 2008
DragonWeek 2008 November 10th
This document is part of our old archive. It was published on 2008-11-10.You can download it here: 0481_DragonWeek_081110.pdf
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Gavekal Research
Joyce Poon, Research Team
Nov 10th 2008
GaveKal Daily - China Pulling Out All the Stops
This document is part of our old archive. It was published on 2008-11-10.You can download it here: GaveKalDailyChinaPullingOutAlltheStops.pdf
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Gavekal Dragonomics
Research Team
Nov 04th 2008
DragonWeek 2008 November 4th
This document is part of our old archive. It was published on 2008-11-04.You can download it here: 0480_DragonWeek_081104.pdf
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Gavekal Research
Research Team
Nov 03rd 2008
GaveKal Daily - China Makes a Big Move
This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKCheckingtheBoxesReports081103.pdf
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Gavekal Research
Research Team
Nov 03rd 2008
GaveKal Energy Weekly - China's Coming Energy Policy Reforms
This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKCommodities081103.pdf
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Gavekal Dragonomics
Research Team
Oct 27th 2008
DragonWeek 2008 October 27th
This document is part of our old archive. It was published on 2008-10-27.You can download it here: 0479_DragonWeek_081027.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Oct 20th 2008
DragonWeek 2008 October 20th
This document is part of our old archive. It was published on 2008-10-20.You can download it here: 0478_DragonWeek_081020.pdf
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Gavekal Research
Arthur Kroeber
Oct 15th 2008
Apres Le Deluge: China in the Credit Crunch Aftermath
This document is part of our old archive. It was published on 2008-10-15.You can download it here: ApresLeDelugeChinaintheCreditCrunchAftermath.pdf
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Gavekal Research
Arthur Kroeber
Oct 03rd 2008
The Balance of Financial Power After the Credit Crisis
This document is part of our old archive. It was published on 2008-10-03.You can download it here: TheBalanceofFinancialPowerAftertheCreditCrisis.pdf
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Gavekal Dragonomics
Research Team
Sep 29th 2008
DragonWeek 2008 September 29th
This document is part of our old archive. It was published on 2008-09-29.You can download it here: 0476_DragonWeek_080929.pdf
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Gavekal Research
Research Team
Sep 29th 2008
GaveKal Energy Weekly - China's Oil Demand Wanes
This document is part of our old archive. It was published on 2008-09-29.You can download it here: GaveKalEnergyWeekly2.pdf
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Gavekal Research
Research Team
Sep 23rd 2008
A Quick Look at Other Bail-outs
This document is part of our old archive. It was published on 2008-09-23.You can download it here: AQuickLookatOtherBailouts.pdf
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Gavekal Research
Louis Gave
Sep 23rd 2008
The European Divergence Trade
This document is part of our old archive. It was published on 2008-09-23.You can download it here: TheEuropeanDivergenceTrade.pdf
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Gavekal Dragonomics
Research Team
Sep 22nd 2008
DragonWeek 2008 September 22nd
This document is part of our old archive. It was published on 2008-09-22.You can download it here: 0475_DragonWeek_080922.pdf
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Gavekal Dragonomics
Research Team
Sep 15th 2008
DragonWeek 2008 September 15th
This document is part of our old archive. It was published on 2008-09-15.You can download it here: 0474_DragonWeek_080915.pdf
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Gavekal Research
Research Team
Sep 12th 2008
Construction Quarterly - Q3 2008
[LEFT]China real estate and construction market review: September 2008
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Gavekal Research
Research Team
Sep 09th 2008
GaveKal Daily - China Misses the Celebration
This document is part of our old archive. It was published on 2008-09-09.You can download it here: GaveKalDailyChinaMissestheCelebration.pdf
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Gavekal Dragonomics
Research Team
Sep 08th 2008
DragonWeek 2008 September 8th
This document is part of our old archive. It was published on 2008-09-08.You can download it here: 0473_DragonWeek_0809081.pdf
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Gavekal Dragonomics
Research Team
Sep 08th 2008
DragonWeek 2008 September 8th
This document is part of our old archive. It was published on 2008-09-08.You can download it here: 0473_DragonWeek_080908.pdf
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Post Olympics
CEQ Q3 2008: Post Olympics
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Gavekal Dragonomics
Michael Komesaroff
Sep 05th 2008
CEQ Q3 2008 - Metals Man: The Pandaroo Tango
Australia has benefited more than most countries from the global resource boom. Since 2004 mineral exports have more than doubled and their share of total exports has grown from 35% to 50%. The Reserve Bank of Australia forecasts that this year’s increased iron ore and coal prices are likely to lift the country’s terms of trade by 15% and national income by 2-3% (see “Riding high”). Increased exports boosted mining company returns on equity from...
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Economy
CEQ Q3 2008: Economy
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Electricity
CEQ Q3 2008: Electricity
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Market
CEQ Q3 2008: Markets
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Climate change
CEQ Q3 2008: Climate change
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Foreign exchange
CEQ Q3 2008: Foreign exchange
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Huawei Technologies
CEQ Q3 2008: Huawei Technologies
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Book review
CEQ Q3 2008: Book review
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Gavekal Dragonomics
Research Team
Sep 04th 2008
China Economic Quarterly September 2008 - Climate Change
China Economic Quarterly Q3 2008: Climate Change
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Gavekal Dragonomics
Research Team
Sep 01st 2008
DragonWeek 2008 September 1st
This document is part of our old archive. It was published on 2008-09-01.You can download it here: 0459_DragonWeek_080901.pdf
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Gavekal Research
Arthur Kroeber, Rosealea Yao, Research Team
Aug 26th 2008
Enigma variations: unwrapping the riddle of China's electricity industry
This document is part of our old archive. It was published on 2008-08-26.You can download it here: 0458_ChinaInsight_080826_electricity.pdf
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Gavekal Research
Anatole Kaletsky, Arthur Kroeber, Louis Gave, Pierre Gave
Aug 26th 2008
Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -
This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf
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Gavekal Dragonomics
Research Team
Aug 25th 2008
DragonWeek 2008 August 25th
This document is part of our old archive. It was published on 2008-08-25.You can download it here: 0457_DragonWeek_080825.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2008
A Stimulus Package for China
This document is part of our old archive. It was published on 2008-08-25.You can download it here: AStimulusPackageforChina.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2008
About that Post-Olympics Hangover
This document is part of our old archive. It was published on 2008-08-25.You can download it here: AboutthatPostOlympicsHangover.pdf
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Gavekal Dragonomics
Arthur Kroeber
Aug 22nd 2008
Please Calm Down: Post-Olympic Growth And Fiscal 'Stimulus'
As the Olympics draw to a successful close, financial industry China-watchers are obsessed by two stories. First: China’s growth is about to slow dramatically, either as the result of global recessionary trends or because of a post-Olympic hangover. Second, the government is about to step in to counteract that slowdown with a massive fiscal stimulus package.
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Gavekal Research
Research Team
Aug 22nd 2008
GaveKal Daily - The Question of the Hour on China
This document is part of our old archive. It was published on 2008-08-22.You can download it here: GaveKalDailyTheQuestionoftheHouronChina.pdf
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Gavekal Dragonomics
Research Team
Aug 19th 2008
DragonWeek 2008 August 18th
This document is part of our old archive. It was published on 2008-08-19.You can download it here: 0455_DragonWeek_0808181.pdf
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Gavekal Dragonomics
Research Team
Aug 18th 2008
DragonWeek 2008 August 18th
This document is part of our old archive. It was published on 2008-08-18.You can download it here: 0455_DragonWeek_080818.pdf
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Gavekal Dragonomics
Research Team
Aug 04th 2008
DragonWeek 2008 August 4th
This document is part of our old archive. It was published on 2008-08-04.You can download it here: 0454_DragonWeek_080804.pdf
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Gavekal Research
Research Team
Aug 01st 2008
Macro Quarterly - Q3 2008
China economic outlook: July 2008
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Gavekal Research
Research Team
Aug 01st 2008
GaveKal Daily - Reviewing the US Growth Data
This document is part of our old archive. It was published on 2008-08-01.You can download it here: GaveKalDailyReviewingtheUSGrowthData.pdf
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Gavekal Research
Research Team
Jul 31st 2008
GaveKal Daily - Asia's Soft Landing, Despite Europe's Woes
This document is part of our old archive. It was published on 2008-07-31.You can download it here: GaveKalDailyAsiasSoftLandingDespiteEuropesWoes.pdf
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Gavekal Dragonomics
Research Team
Jul 28th 2008
DragonWeek 2008 July 28th
This document is part of our old archive. It was published on 2008-07-28.You can download it here: 0453_DragonWeek_080728.pdf
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Gavekal Research
Louis Gave
Jul 28th 2008
Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-28.You can download it here: TakingaPagefromtheHongKongPlaybook.pdf
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Gavekal Dragonomics
Research Team
Jul 22nd 2008
DragonWeek 2008 July 22nd
This document is part of our old archive. It was published on 2008-07-22.You can download it here: 0452_DragonWeek_080722.pdf
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Gavekal Research
Research Team
Jul 21st 2008
Is China the Cause of the Materials Reversal?
This document is part of our old archive. It was published on 2008-07-21.You can download it here: IsChinatheCauseoftheMaterialsReversal.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jul 18th 2008
Get Ready For The Soft Landing
There has been a lot of blather over the past few weeks about growth and inflation risks in China. Economists (the ones who grab the headlines anyway) seem about equally divided between those who fear an inflationary explosion - which can only be forestalled by an aggressive currency appreciation - and those who think growth is slowing so precipitously that the government will have to open the monetary taps in the second half of the year.
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Gavekal Research
Research Team
Jul 17th 2008
GaveKal Daily - Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-17.You can download it here: GaveKalDailyTakingaPagefromtheHongKongPlaybook2.pdf
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Gavekal Dragonomics
Research Team
Jul 14th 2008
DragonWeek 2008 July 14th
This document is part of our old archive. It was published on 2008-07-14.You can download it here: 0450_DragonWeek_080714.pdf
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Gavekal Research
Louis Gave
Jul 14th 2008
Asian Godfathers
This document is part of our old archive. It was published on 2008-07-14.You can download it here: GKFiveCorners09050510.pdf
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Gavekal Research
Research Team
Jul 11th 2008
GaveKal Daily - Will Beijing Crank Up the Market Ahead of the Olympics?
This document is part of our old archive. It was published on 2008-07-11.You can download it here: GaveKalDailyWillBeijingCrankUptheMarketAheadoftheO.pdf
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Gavekal Dragonomics
Research Team
Jul 07th 2008
DragonWeek 2008 July 7th
This document is part of our old archive. It was published on 2008-07-07.You can download it here: 0449_DragonWeek_080707.pdf
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Gavekal Dragonomics
Research Team
Jun 30th 2008
DragonWeek 2008 June 30th
This document is part of our old archive. It was published on 2008-06-30.You can download it here: 0448_DragonWeek_080630.pdf
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Gavekal Research
Research Team
Jun 30th 2008
GaveKal Daily - Good & Bad in China
This document is part of our old archive. It was published on 2008-06-30.You can download it here: GaveKalDailyGoodBadinChina.pdf
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Gavekal Dragonomics
Research Team
Jun 24th 2008
DragonWeek 2008 June 24th
This document is part of our old archive. It was published on 2008-06-24.You can download it here: DragonWeek_2008_0624.pdf
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Gavekal Research
Research Team
Jun 20th 2008
GaveKal Daily - China's Good News
This document is part of our old archive. It was published on 2008-06-20.You can download it here: GaveKalDailyChinasGoodNews.pdf
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Gavekal Dragonomics
Research Team
Jun 16th 2008
DragonWeek 2008 June 16th
This document is part of our old archive. It was published on 2008-06-16.You can download it here: 0446_DragonWeek_080616.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jun 13th 2008
What, Me Worry? China's Oil Subsidies
With the crude oil price nearing US$140 a barrel and little apparent prospect of relief, a lot of people are asking about the sustainability of China’s energy regime. China has the fiscal room to maintain refined oil subsidies for far longer than most other Asiancountries, and it will almost certainly do so. Systematic under-pricing of energy has played a role in China’s recent economic growth, but a far smaller one than generally recognized. So...
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Gavekal Research
Louis Gave
Jun 13th 2008
Asia's Crowded Trades Unwind
This document is part of our old archive. It was published on 2008-06-13.You can download it here: AsiasCrowdedTradesUnwind.pdf
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Gavekal Research
Louis Gave
Jun 13th 2008
Asia's Inflation Struggle
This document is part of our old archive. It was published on 2008-06-13.You can download it here: AsiasInflationStruggle.pdf
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Gavekal Research
Anatole Kaletsky
Jun 12th 2008
A "Plan B" For Oil?
This document is part of our old archive. It was published on 2008-06-12.You can download it here: APlanBForOil.pdf
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Gavekal Research
Rosealea Yao, Research Team
Jun 11th 2008
Construction Quarterly - Q2 2008
China real estate and construction market review: June 2008
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Consuming China
CEQ Q2 2008: Consuming China
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Energy
CEQ Q2 2008: Energy
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Markets
CEQ Q2 2008: Markets
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - State-owned enterprises
China Economic Quarterly Q2 2008: SOEs
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Gavekal Dragonomics
Barry Naughton
Jun 10th 2008
CEQ Q2 2008 - SOE policy
Since their low point in the mid-1990s, China’s state-owned enterprises (SOEs) have made a stunning return to profitability. In the mid-1990s, industrial SOEs were losing almost as much money as they were making. At the low point in 1997, once all losses were set off against all profits, the entire state-owned industrial sector made total profits just below 0.6% of GDP. Since then the world has changed dramatically: in 2007, state industrial...
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Economy
CEQ Q2 2008: Economy
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Enterprise reform
CEQ Q2 2008: Enterprise reform
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Efficiency
CEQ Q2 2008: Efficiency
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - SOEs in pictures
CEQ Q4 2008: SOEs in pictures
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Fiscal policy
CEQ Q2 2008: Fiscal policy
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Commercial banks and CIC
CEQ Q2 2008: Commercial banks and CIC
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Books
CEQ Q2 2008: Books
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Gavekal Dragonomics
Michael Komesaroff
Jun 10th 2008
CEQ Q2 2008 - Metals Man: Smelters Away
China’s aluminium industry is a classic example of the law of unintended consequences. For a decade, economic planners issued policies designed to limit the growth of this energy-hogging industry. Yet paradoxically, these very policies spurred a round of technical innovation that led to an explosion of aluminium production, with the result that China is now far and away the world’s biggest producer of the metal. Beijing has changed its approach...
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