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Gavekal Dragonomics
Arthur Kroeber
Feb 13th 2007
Consumption: A Chinese Puzzle
Everyone wants to know about the Chinese consumption story. We have spent much of the past two months digging into it and can report that:
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Gavekal Research
Arthur Kroeber, Research Team
Jan 26th 2007
China Insight - China's economic performance 2006
Economic performance 2006
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Gavekal Research
Louis Gave
Jan 26th 2007
Risk 3 - Asian Central Bankers Change Their Policies?
This document is part of our old archive. It was published on 2007-01-26.You can download it here: Risk3-AsianCentralBankersChangeTheirPolicies.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jan 25th 2007
Financial Reform: Full Speed Ahead
Do not be deceived by the bland rhetoric emanating from last weekend’s Central Financial Work Conference. Behind the scenes an enormous amount of work has been done to pave the way for wide-reaching financial sector reforms encompassing the banks, capital markets, domestic monetary policy, exchange-rate policy, and reserves management, many of which will be rolled out in the next 6-9 months.
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Gavekal Research
Louis Gave
Jan 22nd 2007
China in 2007: More Of the Same
This document is part of our old archive. It was published on 2007-01-22.You can download it here: Chinain2007MoreOftheSame.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jan 16th 2007
China Insight - China market outlook 2007
China market outlook 2007
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Gavekal Research
Arthur Kroeber, Research Team
Dec 15th 2006
China Insight - Consuming China: pretty fictions, hard facts
Consuming China: pretty fictions, hard facts
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Gavekal Dragonomics
Research Team
Dec 01st 2006
China Economic Quarterly December 2006 - China's energy story
China Economic Quarterly Q4 2006: China's energy story
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - Economic overview
CEQ Q4 2006: Economic overview
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - China's energy story
CEQ Q4 2006: China's energy story
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - When China is different
CEQ Q4 2006: When China is different
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - Magic bullet?
CEQ Q4 2006: Magic bullet?
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - Still a great game
CEQ Q4 2006: Still a great game
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - The bridge to sustainability
CEQ Q4 2006: The bridge to sustainability
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - With a huff and a puff
CEQ Q4 2006: With a huff and a puff
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - Selling filth
CEQ Q4 2006: Selling filth
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2006
CEQ Q4 2006 - Consumption and China's retail sales
CEQ Q4 2006: Consumption and China's retail sales
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Gavekal Dragonomics
Research Team
Dec 01st 2006
CEQ Q4 2006 - China's fund management industry
CEQ Q4 2006: China's fund management industry
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Gavekal Research
Louis Gave
Nov 30th 2006
The Coming Boom In Asian Liquidity Growth
This document is part of our old archive. It was published on 2006-11-30.You can download it here: TheComingBoomInAsianLiquidityGrowth.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 28th 2006
China Insight - China retail: a nation of shoppers?
China retail: a nation of shoppers?
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Gavekal Research
Louis Gave
Nov 24th 2006
Quarterly Strategy Chart Book 4Q06 - Lasting & Rolling Trends
This document is part of our old archive. It was published on 2006-11-24.You can download it here: QuarterlyStrategyChartBook4Q06-Lasting&RollingTrends.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 17th 2006
China Insight - China Energy Conference
China Energy Conference
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Gavekal Research
Louis Gave
Nov 17th 2006
Arthur Kroeber on China's Energy Efficiency
This document is part of our old archive. It was published on 2006-11-17.You can download it here: ArthurKroeberonChinasEnergyEfficiency.pdf
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Gavekal Research
Louis Gave
Nov 17th 2006
China Energy Conference Report - Part II
This document is part of our old archive. It was published on 2006-11-17.You can download it here: ChinaEnergyConferenceReport-PartII.pdf
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Gavekal Research
Louis Gave
Nov 16th 2006
Jim Brock On Energy Substitution in China
This document is part of our old archive. It was published on 2006-11-16.You can download it here: JimBrockOnEnergySubstitutioninChina.pdf
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Gavekal Research
Louis Gave
Nov 16th 2006
Tom Miller on Renewable Energy in China
This document is part of our old archive. It was published on 2006-11-16.You can download it here: TomMilleronRenewableEnergyinChina.pdf
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Gavekal Research
Louis Gave
Nov 16th 2006
China Energy Conference Report
This document is part of our old archive. It was published on 2006-11-16.You can download it here: ChinaEnergyConferenceReport.pdf
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Gavekal Research
Charles Gave
Nov 14th 2006
We Remain Bullish HK Equities
This document is part of our old archive. It was published on 2006-11-14.You can download it here: WeRemainBullishHKEquities.pdf
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Gavekal Research
Charles Gave
Nov 13th 2006
And We Also Remain Bullish On HK Equities
This document is part of our old archive. It was published on 2006-11-13.You can download it here: AndWeAlsoRemainBullishOnHKEquities.pdf
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006 - all presentations
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 017_2006-11_ChinaEnergySummit_all.zip
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006: China's energy diversification strategy (Jim Brock, Cambridge Energy Research Associates)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 018_2006-11_JimBrock_EnergySubstitution.ppt
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006: Winds of change: outlook for renewables (Tom Miller, China Economic Quarterly)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 019_2006-11_CEQ_Renewables.ppt
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Nov 10th 2006
China Summit 2006: Chinese energy efficiency: a contradiction in terms? (Arthur Kroeber, Dragonomics Research & Advisory)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 020_2006-11_CEQ_EnergyEfficiency.ppt
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Gavekal Dragonomics
Research Team
Nov 10th 2006
China Summit 2006: Oil: China's sticky supply chain (Matthew Flynn, Flynn Consulting)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 021_2006-11_Flynn_OilSupplyChain.ppt
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Gavekal Research
Research Team
Nov 10th 2006
China Summit 2006: China and the world's copper conundrum: to believe or not to believe? (Simon Hunt, Simon Hunt Strategic Services)
This document is part of our old archive. It was published on 2006-11-10.You can download it here: 022_2006-11_SimonHunt_Copper.ppt
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Gavekal Research
Research Team
Nov 10th 2006
China Summit 2006: China petrochemicals (John Richardson, ICIS Insight Asia)
China energy conference report
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Gavekal Research
Louis Gave
Oct 31st 2006
The Bull Market in Chinese Real Estate
This document is part of our old archive. It was published on 2006-10-31.You can download it here: TheBullMarketinChineseRealEstate.pdf
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Gavekal Research
Louis Gave
Oct 24th 2006
Second Annual GaveKal-Dragonomics China Conference
This document is part of our old archive. It was published on 2006-10-24.You can download it here: SecondAnnualGaveKal-DragonomicsChinaConference.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Oct 19th 2006
China Insight - China's economic performance Q1-3 2006
China's economic performance Q1-3 2006
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Gavekal Dragonomics
Arthur Kroeber
Oct 17th 2006
Five Easy Pages: Everything You Need To Know About Chinese Politics
With the Chinese economy humming along at a seemingly unstoppable 10+% growth pace, attention has drifted to the political scene, where President Hu Jintao has spent the last few weeks putting his stamp on things, first by arresting the corrupt Party boss of Shanghai, and then by using the Party Congress on October 8-10 to beat the drum for his ideology of a “harmonious society.” We take the opportunity presented by these events to lay out our...
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Gavekal Research
Louis Gave
Oct 17th 2006
The Asian Infrastructure Boom Continues
This document is part of our old archive. It was published on 2006-10-17.You can download it here: TheAsianInfrastructureBoomContinues.pdf
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Gavekal Research
Louis Gave
Sep 18th 2006
China Exports Deflation
This document is part of our old archive. It was published on 2006-09-18.You can download it here: ChinaExportsDeflation1.pdf
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Gavekal Research
Louis Gave
Sep 18th 2006
Odd Dichotomy Between the RMB and the HK$
This document is part of our old archive. It was published on 2006-09-18.You can download it here: OddDichotomyBetweentheRMBandtheHK$.pdf
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Gavekal Research
Louis Gave
Sep 14th 2006
The Mystery of Chinese Profits
This document is part of our old archive. It was published on 2006-09-14.You can download it here: TheMysteryofChineseProfits.pdf
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Gavekal Dragonomics
Arthur Kroeber
Sep 12th 2006
The Mystery Of Profit
A complaint we often hear from fund managers is “If China is really growing so fast, how come I can’t find anything to invest in?” Some conclude that because financial investors cannot find companies producing a decent rate of return, China must be faking its growth numbers. A recent variation on this theme is that the high aggregate profit numbers reported by Chinese industry in the past few years cannot be true, because most foreign portfolio...
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Sep 12th 2006
Chinese profits: are they for real?
This document is part of our old archive. It was published on 2006-09-12.You can download it here: 005_Profits.pdf
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Gavekal Research
Louis Gave
Sep 11th 2006
A Guest Column on Nuclear Energy
This document is part of our old archive. It was published on 2006-09-11.You can download it here: AGuestColumnonNuclearEnergy1.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Sep 01st 2006
CEQ Q3 2006 - Innovation: all the wrong places
CEQ Q3 2006: Innovation: all the wrong places
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Gavekal Dragonomics
Research Team
Sep 01st 2006
China Economic Quarterly September 2006 - Technology & Innovation
China Economic Quarterly Q3 2006: Technology & innovation
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Economic overview
CEQ Q3 2006: Economic overview
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Technology & Innovation: Let there be light
CEQ Q3 2006: Technology & Innovation
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - University spin-offs: Troubled tango
CEQ Q3 2006: University spin-offs: Troubled tango
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - The new bamboo network
CEQ Q3 2006: The new bamboo network
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - The ecology of innovation
CEQ Q3 2006: The ecology of innovation
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Economic census: more numbers games
CEQ Q3 2006: Economic census: more numbers games
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Comparative disadvantage: What China can't do
CEQ Q3 2006: Comparative disadvantage
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Gavekal Dragonomics
Research Team
Sep 01st 2006
CEQ Q3 2006 - Down on the farm in Shandong
CEQ Q3 2006: Down on the farm in Shandong
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Gavekal Research
Arthur Kroeber, Research Team
Aug 31st 2006
China Insight - PBoC dilemma: fighting inflation vs helping the banks
PBOC dilemma: fighting inflation vs helping the banks
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Gavekal Research
Arthur Kroeber, Research Team
Jul 27th 2006
Tail wags the dog? China's impact on global inflation
This document is part of our old archive. It was published on 2006-07-27.You can download it here: 003_InflationVsDeflation.ppt
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Gavekal Research
Arthur Kroeber, Research Team
Jul 27th 2006
China's technology and innovation capacity
This document is part of our old archive. It was published on 2006-07-27.You can download it here: 004_Technology&Innovation.ppt
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Gavekal Research
Louis Gave
Jul 20th 2006
Dragonomics Brakes Down China's Growth Numbers
This document is part of our old archive. It was published on 2006-07-20.You can download it here: DragonomicsBrakesDownChinasGrowthNumbers.pdf
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Gavekal Research
Louis Gave
Jul 20th 2006
Hong Kong Adapts to the Brave New World
This document is part of our old archive. It was published on 2006-07-20.You can download it here: HongKongAdaptstotheBraveNewWorld.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jul 19th 2006
China Insight - China's economic performance H1 2006
China's economic performance H1 2006
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Gavekal Research
Arthur Kroeber, Research Team
Jul 05th 2006
China Insight - Dirty water ahead, but China sails on
Dirty weather ahead; China sails on
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Gavekal Research
Arthur Kroeber, Research Team
Jun 20th 2006
China Insight - China turns from deflation to inflation: a pretty story. But untrue
China turns from deflation to inflation: A pretty story. But untrue
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Gavekal Research
Louis Gave
Jun 13th 2006
Do Rising Labour Costs in China Entail Inflation?
This document is part of our old archive. It was published on 2006-06-13.You can download it here: DoRisingLabourCostsinChinaEntailInflation.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jun 12th 2006
China Insight - A-share delusions: an expert questions the bull run call
A-share delusions
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Gavekal Research
Louis Gave
Jun 08th 2006
The Impressive Growth in China's Road Construction
This document is part of our old archive. It was published on 2006-06-08.You can download it here: TheImpressiveGrowthinChinasRoadConstruction.pdf
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Gavekal Research
Louis Gave
Jun 08th 2006
The Bullish Growth in China's Road Infrastructure
This document is part of our old archive. It was published on 2006-06-08.You can download it here: TheBullishGrowthinChinasRoadInfrastructure.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 01st 2006
China Insight - Capital markets big bang: hold on to your hats
Capital markets big bang
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Gavekal Dragonomics
Research Team
Jun 01st 2006
China Economic Quarterly June 2006 - A survey of the export economy
China Economic Quarterly Q2 2006: A survey of the export economy
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Economic overview
CEQ Q2 2006: Economic overview
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Exports
CEQ Q2 2006: Exports
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Foreign exporters: computer age
CEQ Q2 2006: Foreign exporters: computer age
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Domestic exporters: machine age
CEQ Q2 2006: Domestic exporters: machine age
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Infrastructure: highways to heaven
CEQ Q2 2006: Infrastructure: highways to heaven
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Gavekal Dragonomics
Research Team
Jun 01st 2006
CEQ Q2 2006 - Chongqing vs Chengdu: Great expectations
CEQ Q2 2006: Chongqing vs Chengdu: Great expectations
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Gavekal Research
Anatole Kaletsky
May 03rd 2006
The Mid-Cycle Speed-Up?
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Arthur Kroeber
Apr 27th 2006
China Insight - Mayday! But no need to abandon ship...
Mayday! But no need to abandon ship...
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Apr 27th 2006
Mayday! But no need to abandon ship...
This document is part of our old archive. It was published on 2006-04-27.You can download it here: 0286_CEQA_2006_16_interestrates.pdf
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Gavekal Research
Arthur Kroeber
Apr 21st 2006
China Insight - China's economic performance Q1 2006
China's economic performance Q1 2006
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Apr 21st 2006
China's economic performance Q1 2006
This document is part of our old archive. It was published on 2006-04-21.You can download it here: 0285_CEQA_2006_15_ecperf06q1.pdf
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Gavekal Research
Research Team
Apr 21st 2006
Disturbing Inflation Data
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Charles Gave
Apr 19th 2006
Global Liquidity Review
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Research Team, Alain Galène, Alexander Gancz
Apr 05th 2006
The China Factor - A GaveKal-Societe Generale Contribution
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Arthur Kroeber
Mar 23rd 2006
China Insight - Where's the beef, Mr Wen?
National People's Congress: Where's the beef, Mr Wen?
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Gavekal Research
Arthur Kroeber, Research Team
Mar 23rd 2006
National People's Congress: Where's the beef, Mr Wen?
This document is part of our old archive. It was published on 2006-03-23.You can download it here: 0284_CEQA_2006_14_NPC.pdf
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Gavekal Research
Steve Vannelli, Clay Allen
Mar 10th 2006
After The Recent Sell-Off, Should We Buy Gold Stocks?
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - Trouble in the 'new socialist countryside'
CEQ Q1 2006: Trouble in the "new socialist countryside"
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Gavekal Dragonomics
Research Team
Mar 01st 2006
China Economic Quarterly March 2006 - China and India
China Economic Quarterly Q1 2006: China and India
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - Economic overview
CEQ Q1 2006: Economic overview
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - China and India: nothing in common
CEQ Q1 2006: China and India: nothing in common
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Mar 01st 2006
CEQ Q1 2006 - China and India: myths exploded
CEQ Q1 2006: China and India: myths exploded
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - China and India: trade Himalayan hurdles
CEQ Q1 2006: China and India: trade Himalayan hurdles
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - China and India: political relationship
CEQ Q1 2006: China and India: political relationship
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - Economic development along the mid-Yangtze
CEQ Q1 2006: Economic development along the mid-Yangtze
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Gavekal Dragonomics
Research Team
Mar 01st 2006
CEQ Q1 2006 - Another bail-out job
CEQ Q1 2006: Another bail-out job
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Gavekal Research
Arthur Kroeber
Feb 21st 2006
China And India: Myths Exploded
China and India are both huge countries with an increasing presence in export and resource markets, so it is not surprising that a lot of ink has been spilled in the last few years over the impact of “Chindia.” There is also a ceaseless and not very interesting stream of commentary berating India for not growing as fast as China, and China for not being as democratic as India. Very little of this punditry has added to anyone’s understanding in a...
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Gavekal Research
Arthur Kroeber, Research Team
Feb 21st 2006
China and India: myths exploded
This document is part of our old archive. It was published on 2006-02-21.You can download it here: 0274_CEQA_2006_13_China-India.pdf
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Gavekal Research
Arthur Kroeber
Jan 27th 2006
China Insight - 2006: fingers off the panic button
2006: Fingers off the panic button
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