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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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Gavekal Research
Arthur Kroeber, Research Team
Jan 27th 2006
2006: fingers off the panic button
This document is part of our old archive. It was published on 2006-01-27.You can download it here: 0273_CEQA_2006_12_forecast roundup.pdf
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Gavekal Research
Arthur Kroeber
Jan 25th 2006
China Insight - China's economic performance 2005
China's economic performance 2005
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Gavekal Research
Arthur Kroeber, Research Team
Jan 25th 2006
China's economic performance 2005
This document is part of our old archive. It was published on 2006-01-25.You can download it here: 0272_CEQA_2006_11_ecperf05.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jan 24th 2006
The right question for the Dog Year
This document is part of our old archive. It was published on 2006-01-24.You can download it here: 0271_CEQA_2006_10_yearahead.pdf
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Gavekal Research
Arthur Kroeber
Jan 23rd 2006
China Insight - The right question for the dog year
The right question for the dog year
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Gavekal Research
Louis Gave
Jan 06th 2006
Overweight Taiwanese Equities
This document is part of our old archive. It was published on 2006-01-06.You can download it here: OverweightTaiwaneseEquities.pdf
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Gavekal Research
Arthur Kroeber
Dec 23rd 2005
China Insight - China as employer and consumer
China as employer and consumer: Economic outlook for the 11th Five-year plan (2006-2010)
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Gavekal Research
Arthur Kroeber, Research Team
Dec 20th 2005
Economic census: a nice Christmas present
This document is part of our old archive. It was published on 2005-12-20.You can download it here: 0270_ceb2005_10_economic census.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Dec 05th 2005
Dragonomics survey: Multinational profits in China 1999-2004
This document is part of our old archive. It was published on 2005-12-05.You can download it here: 002_MNC profits_Summary 1999-2004.ppt
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Gavekal Dragonomics
Research Team
Dec 01st 2005
China Economic Quarterly December 2005 - Education in China
China Economic Quarterly Q4 2005: Education in China
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Economic overview
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0261_ceq2005q4_sec1_economy.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Building human capital - education in China
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0262_ceq2005q4_sec2_00educationfull.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2005
CEQ Q4 2005 - The fifty-year plan for education
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0263_ceq2005q4_sec2_01educationplan.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2005
CEQ Q4 2005 - Education finance: pay to play
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0264_ceq2005q4_sec2_02educationfinance.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Schools for migrants-scraping by
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0265_ceq2005q4_sec2_03educationmigrants.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Dec 01st 2005
CEQ Q4 2005 - Bridging the skills gap
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0266_ceq2005q4_sec2_04educationskills.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - National champions - or chumps
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0267_ceq2005q4_sec3_01_autos0full.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - Non-performing loans: stuck in the quicksand
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0268_ceq2005q4_sec3_02npls.pdf
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Gavekal Dragonomics
Research Team
Dec 01st 2005
CEQ Q4 2005 - MNC profits: let me down slow
This document is part of our old archive. It was published on 2005-12-01.You can download it here: 0269_ceq2005q4_sec3_03mncprofits.pdf
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Gavekal Research
Arthur Kroeber
Nov 22nd 2005
China Insight - Green Growth? Don't count on it
Green Growth? Don't count on it.
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Gavekal Research
Arthur Kroeber, Research Team
Nov 22nd 2005
Green growth? Don't count on it
This document is part of our old archive. It was published on 2005-11-22.You can download it here: 0258_CEQA_2005_08_fyp.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 22nd 2005
China as employer and consumer: Economic outlook for the 11th Five-year plan (2006-2010)
This document is part of our old archive. It was published on 2005-11-22.You can download it here: 0259_CEQA_2005_09_outlook.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Nov 17th 2005
The long and the short (run) of it: ideas from the CEQ/GaveKal China Summit 2005
This document is part of our old archive. It was published on 2005-11-17.You can download it here: 0257_ceb2005_09_growth&profits.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005 - all presentations
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 010_2005-11_China summit all presentations.zip
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: China's economic growth 1978 - 2025 (Carsten Holz, HK University of Science and Technology)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 011_2005-11_01_Holz_China Economic Growth 1978-2025.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: Demographic outlook dims China growth prospects (Clint Laurent, Asian Demographics)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 012_2005-11_02_AsianDemographics_Revised China Birth Rate.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: The Chinese customer becomes competitor (Simon Ogus, DSG Asia)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 013_2005-11_03_DSGAsia_Chinese Customer Becomes Competitor.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: China faces a higher cost of capital (Charles Gave, Gavekal Research)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 014_2005-11_04_GaveKal_China and Higher Cost of Capital.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 07th 2005
China Summit 2005: A long boom - but whose? (Arthur Kroeber Dragonomics)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 015_2005-11_05_CEQ_Long Boom But Whose.pdf
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Gavekal Research
Research Team
Nov 07th 2005
China Summit 2005: Profiting from property in China (Peter Churchouse, Lim Advisors)
This document is part of our old archive. It was published on 2005-11-07.You can download it here: 016_2005-11_06_Churchouse_China Profiting from Property.pdf
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Gavekal Research
Arthur Kroeber
Oct 28th 2005
China Insight - Confused about China's GDP? You should be!
Confused about China's GDP? You should be!
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Gavekal Research
Arthur Kroeber, Research Team
Oct 28th 2005
Confused about China's GDP? You should be!
This document is part of our old archive. It was published on 2005-10-28.You can download it here: 0256_CEQA_2005_07_gdp.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Oct 21st 2005
China's economic performance Q1-3 2005: Humming along
This document is part of our old archive. It was published on 2005-10-21.You can download it here: 0255_ceb2005_08_economyQ1-3.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Sep 30th 2005
Two questions for National Day: How big is the private sector? And why should we care?
This document is part of our old archive. It was published on 2005-09-30.You can download it here: 0254_ceb2005_07_privatesector.pdf
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Gavekal Research
Joe Studwell
Sep 23rd 2005
Are Chinese Profits Rolling Over
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
Sep 19th 2005
China Insight - Profits: over the hill...
Profits: over the hill
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Gavekal Research
Research Team
Sep 19th 2005
Profit: over the hills...
This document is part of our old archive. It was published on 2005-09-19.You can download it here: 0253_CEQA_2005_06_profits.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
China Economic Quarterly September 2005 - China's migrant labour
China Economic Quarterly Q3 2005: China's migrant labour
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Economic overview
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0244_ceq2005q3_sec1_economy.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Labour demographics: long boom, slow bust
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0246_ceq2005q3_sec2_01demographics.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Maligned and misunderstood: China's migrant workforce
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0245_ceq2005q3_sec2_00migrantlabor full.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Migrant labour mechanisms: The down and dirty
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0248_ceq2005q3_sec2_03labormechanisms.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - Hukou reform: one step forward...
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0249_ceq2005q3_sec2_04hukou.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - China's high saving rate explained
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0250_ceq2005q3_sec3_01savings.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - The water shortage and what isn't being done to solve it
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0251_ceq2005q3_sec3_02water.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2005
CEQ Q3 2005 - The world prepares for the Chinese tourist wave
This document is part of our old archive. It was published on 2005-09-01.You can download it here: 0252_ceq2005q3_sec3_03tourism.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2005
China Insight - About that labor shortage...
About that labor shortage...
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Aug 25th 2005
About that labor shortage
This document is part of our old archive. It was published on 2005-08-25.You can download it here: 0242_CEQA_2005_05_labor.pdf
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Gavekal Research
Research Team
Aug 18th 2005
Technical standards: China Inc's new weapon in the world technology battle (Scott Kennedy, University of Indiana)
This document is part of our old archive. It was published on 2005-08-18.You can download it here: 009_2005-08_Technical standards and China Inc_Kennedy.ppt
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Gavekal Research
Arthur Kroeber
Jul 23rd 2005
China Insight - The wrap: July
The wrap: July
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Gavekal Research
Arthur Kroeber, Research Team
Jul 23rd 2005
The wrap: July
This document is part of our old archive. It was published on 2005-07-23.You can download it here: 0241_CEQA_2005_04_julywrap.pdf
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