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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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Gavekal Research
Arthur Kroeber, Research Team
Jul 23rd 2005
Understanding the end of the Rmb/USD peg
This document is part of our old archive. It was published on 2005-07-23.You can download it here: 0240_ceb2005_06_rmb.pdf
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Gavekal Research
Arthur Kroeber
Jul 21st 2005
China Insight - RMB/USD peg: goodbye and good riddance
RMB/USD peg: goodbye and good riddance
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Gavekal Research
Arthur Kroeber, Research Team
Jul 21st 2005
Rmb/USD peg: goodbye and good riddance
This document is part of our old archive. It was published on 2005-07-21.You can download it here: 0239_CEQA_2005_03_rmb.pdf
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Gavekal Research
Louis Gave
Jul 21st 2005
The Strong Chinese Growth Numbers
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, Research Team
Jul 20th 2005
China's economic performance H1 2005
This document is part of our old archive. It was published on 2005-07-20.You can download it here: 0238_ceb2005_05_economy H1.pdf
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Gavekal Research
Arthur Kroeber
Jul 15th 2005
The Threat of China Deflation
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
Jul 14th 2005
China Insight - The zombie wakes: the return of deflation?
The zombie wakes: the return of deflation?
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Gavekal Research
Arthur Kroeber, Research Team
Jul 14th 2005
The zombie wakes: the return of deflation?
This document is part of our old archive. It was published on 2005-07-14.You can download it here: 0237_CEQA_2005_02_deflation.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Jul 10th 2005
Northeast revitalisation: the governemnt campaign explained
This document is part of our old archive. It was published on 2005-07-10.You can download it here: 001_Northeast revitalisation.ppt
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Gavekal Dragonomics
Arthur Kroeber
Jul 05th 2005
The New China Price
After helping to drive down world prices of manufactured goods, and to drive up the price of commodities, China is now beginning to enter world asset markets, most notably in the purchases of distressed rich-country manufacturing firms and resource assets – as exemplified by Chinese offers in June to acquire two US companies, moribund white goods maker Maytag and mid-range oil/gas producer Unocal. As China increasingly internationalises, these...
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Gavekal Research
Arthur Kroeber, Research Team
Jul 05th 2005
The New 'China Price'
This document is part of our old archive. It was published on 2005-07-05.You can download it here: 0236_CEQA_2005_01_acquisitions.pdf
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Gavekal Dragonomics
Research Team
Jun 01st 2005
China Economic Quarterly June 2005 - Reviving the Northeast
China Economic Quarterly Q2 2005: Reviving the Northeast
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Gavekal Research
Research Team
Jun 01st 2005
Economic overview
This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0231_ceq2005q2_sec1_economy.pdf
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Gavekal Research
Research Team
Jun 01st 2005
Up from the abyss: reviving the Northeast
This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0232_ceq2005q2_sec2_northeast.pdf
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Gavekal Research
Research Team
Jun 01st 2005
A tisket, a tasket, a band not a basket
This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0233_ceq2005q2_sec3_01currency.pdf
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Gavekal Research
Research Team
Jun 01st 2005
Satellite (city) launch
This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0234_ceq2005q2_sec3_02satellitecities.pdf
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Gavekal Research
Research Team
Jun 01st 2005
The cheap shall inherit
This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0235_ceq2005q2_sec3_03hotels.pdf
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Gavekal Research
Louis Gave
May 19th 2005
The Korean & HK Currency Announcements
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, Research Team
Apr 20th 2005
China's economic performance Q1 2005
This document is part of our old archive. It was published on 2005-04-20.You can download it here: 0229_ceb2005_04_economy Q1.pdf
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Gavekal Research
Louis Gave
Apr 20th 2005
Is the RMB a Value-Trap?
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, Research Team
Mar 29th 2005
Fresh thoughts on inflation
This document is part of our old archive. It was published on 2005-03-29.You can download it here: 0228_ceb2005_03_inflation.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Mar 04th 2005
The outlook: more of the same, but...
This document is part of our old archive. It was published on 2005-03-04.You can download it here: 0221_ceb2005_02_outlook.pdf
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Gavekal Dragonomics
Research Team
Mar 01st 2005
Environment: the big fix
This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0224_ceq2005q1_sec2_environment.pdf
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Gavekal Dragonomics
Research Team
Mar 01st 2005
China Economic Quarterly Q1 2005 - The environment
China Economic Quarterly Q1 2005: The environment
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Gavekal Research
Research Team
Mar 01st 2005
Economic overview
This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0223_ceq2005q1_sec1_economy.pdf
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Gavekal Research
Research Team
Mar 01st 2005
Politics: the New Left
This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0225_ceq2005q1_sec3_01newleft.pdf
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Gavekal Research
Research Team
Mar 01st 2005
The new Silk Road: Central Asia
This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0226_ceq2005q1_sec3_02centralasia.pdf
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Gavekal Research
Research Team
Mar 01st 2005
Private enterprise: faster, higher, stronger
This document is part of our old archive. It was published on 2005-03-01.You can download it here: 0227_ceq2005q1_sec3_03privatesector.pdf
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Gavekal Research
Research Team
Feb 28th 2005
China and the typhoon global savings surplus (Charles Dumas, Lombard Street Research)
This document is part of our old archive. It was published on 2005-02-28.You can download it here: 007_2005-02_Typhoon surplus_Dumas.ppt
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Gavekal Research
Research Team
Feb 25th 2005
China's coming hard landing (Diana Choyleva, Lombard Street Research)
This document is part of our old archive. It was published on 2005-02-25.You can download it here: 008_2005-02_Hard landing_Choyleva.ppt
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Gavekal Research
Anatole Kaletsky
Feb 08th 2005
The Revaluation of Asian Currencies
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, Research Team
Jan 25th 2005
China's economic performance 2004
This document is part of our old archive. It was published on 2005-01-25.You can download it here: 0220_ceb2005_01_economy 2004.pdf
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Gavekal Research
Louis Gave
Dec 14th 2004
China: Recent Past, Current Present & Near Future
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
Dec 01st 2004
China Economic Quarterly 2004 Q4 - Profits and growth outlook
China Economic Quarterly Q4 2004: Profits and growth outlook
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Gavekal Research
Research Team
Dec 01st 2004
Economic outlook
This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0217_ceq2004q4_sec1_economy.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Dec 01st 2004
Profits and growth outlook
This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0218_ceq2004q4_sec2_profitsandgrowth.pdf
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Gavekal Research
Research Team
Dec 01st 2004
Textiles: life after quotas
This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0219_ceq2004q4_sec3_01textiles.pdf
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Gavekal Research
Research Team
Dec 01st 2004
Television: semi-open Channel
This document is part of our old archive. It was published on 2004-12-01.You can download it here: 0220_ceq2004q4_sec3_02television.pdf
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Gavekal Research
Louis Gave
Nov 21st 2004
China Misconceptions
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, Research Team
Nov 05th 2004
The PBoC is not the Fed (Part II): China's currency policy
This document is part of our old archive. It was published on 2004-11-05.You can download it here: 0215_ceb2004_13_currency.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Nov 03rd 2004
The PBoC is not the Fed (Part I): The facts about China's interest-rate policy
This document is part of our old archive. It was published on 2004-11-03.You can download it here: 0214_ceb2004_12_interestrates.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Oct 25th 2004
Economic performance Q1-3 2004
This document is part of our old archive. It was published on 2004-10-25.You can download it here: 0213_ceb2004_11_economyQ1-3.pdf
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Gavekal Research
Research Team
Oct 20th 2004
China Summit 2004: SWOT analysis of Chinese companies (JP Huang, JPI Group, Beijing)
This document is part of our old archive. It was published on 2004-10-20.You can download it here: 004_2004-10_SWOT of Chinese companies_JP Huang.ppt
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Gavekal Research
Research Team
Oct 20th 2004
China Summit 2004: Mergers and acquisitions in China (Wang Wei, China M&A Association)
This document is part of our old archive. It was published on 2004-10-20.You can download it here: 005_2004-10_M&A Strategy and Operations in China_Wang Wei.ppt
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Gavekal Research
Research Team
Oct 20th 2004
China Summit 2004: Chinese companies go global (Dragonomics)
This document is part of our old archive. It was published on 2004-10-20.You can download it here: 006_2004-10_Chinese companies go global_CEQ.ppt
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Gavekal Research
Arthur Kroeber, Research Team
Oct 15th 2004
Revision to 2003 economic data
This document is part of our old archive. It was published on 2004-10-15.You can download it here: 0212_ceb2004_10_2003datarevisions.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Oct 14th 2004
No 'Labour-shortage' - just a labour market
This document is part of our old archive. It was published on 2004-10-14.You can download it here: 0211_ceb2004_09_labourshortage.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Sep 15th 2004
The D'long collapse: what it means (and doesn't mean)
This document is part of our old archive. It was published on 2004-09-15.You can download it here: 0210_ceb2004_08_dlong.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2004
China Economic Quarterly Q3 2004 - WTO after 3 years
China Economic Quarterly Q3 2004: WTO after 3 years
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Gavekal Research
Research Team
Sep 01st 2004
Economic overview
This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0206_ceq2004q3_sec1_economy.pdf
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Gavekal Research
Research Team
Sep 01st 2004
WTO: after three years, has it worked?
This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0207_ceq2004q3_sec2_wto.pdf
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Gavekal Research
Research Team
Sep 01st 2004
Bank reform: the quest for adequate capital
This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0208_ceq2004q3_sec3_01banks.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Sep 01st 2004
China business books
This document is part of our old archive. It was published on 2004-09-01.You can download it here: 0209_ceq2004q3_sec3_02books.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jul 19th 2004
Economic performance H1 2004
This document is part of our old archive. It was published on 2004-07-19.You can download it here: 0204_ceb2004_07_economyH1.pdf
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Gavekal Dragonomics
Research Team
Jun 01st 2004
China's economy: who owns it? An analysis of China's corporate sector by ownership (Dragonomics)
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 003_2004-06_Chinas economy- who owns it.ppt
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Gavekal Research
Research Team
Jun 01st 2004
China's economy: who owns it? Changes in ownership patterns in China's economy, 1992-2002
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 00_China's economy - who owns it_June 2004.pdf
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Gavekal Dragonomics
Research Team
Jun 01st 2004
China Economic Quarterly Q2 2004 - Southeast Asia and China
China Economic Quarterly Q2 2004: Southeast Asia and China
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Gavekal Research
Research Team
Jun 01st 2004
Economic overview
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0198_ceq2004q2_sec1_economy.pdf
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Gavekal Research
Research Team
Jun 01st 2004
Southeast Asia and China: it is love?
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0199_ceq2004q2_sec2_seasia.pdf
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Gavekal Research
Research Team
Jun 01st 2004
Privatisation: the great state sell-down
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0200_ceq2004q2_sec3_01privatisation.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jun 01st 2004
Power: too much, too late
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0201_ceq2004q2_sec3_02electricity.pdf
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Gavekal Research
Research Team
Jun 01st 2004
Consumer markets: more is less
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0202_ceq2004q2_sec3_03consumer.pdf
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Gavekal Research
Research Team
Jun 01st 2004
Onlines Games
This document is part of our old archive. It was published on 2004-06-01.You can download it here: 0203_ceq2004q2_sec3_04onlinegames.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Apr 30th 2004
The bust begins?
This document is part of our old archive. It was published on 2004-04-30.You can download it here: 0196_ceb2004_06_bustbegins.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Apr 16th 2004
Economic performance Q1 2004
This document is part of our old archive. It was published on 2004-04-16.You can download it here: 0195_ceb2004_05_economyQ1.pdf
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Gavekal Research
Research Team
Apr 01st 2004
China's companies climb the technology ladder (Ming Zeng, Cheung Kong Graduate Business School, Beijing)
This document is part of our old archive. It was published on 2004-04-01.You can download it here: 001_2004-04_Chinese companies tech ladder_Zeng Ming.ppt
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Gavekal Research
Research Team
Apr 01st 2004
China's technology capacity (Dragonomics)
This document is part of our old archive. It was published on 2004-04-01.You can download it here: 002_2004-04_ChinaTech_CEQ.ppt
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Gavekal Research
Arthur Kroeber, Research Team
Mar 18th 2004
National People's Congress 2004
This document is part of our old archive. It was published on 2004-03-18.You can download it here: 0194_ceb2004_04_npc2004.pdf
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Gavekal Research
Research Team
Mar 09th 2004
China Economic Bulletin, Q4 2003 (Jan-Sep data)
This document is part of our old archive. It was published on 2004-03-09.You can download it here: 0172_ceb2003_4_economyQ1-3.pdf
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Gavekal Dragonomics
Research Team
Mar 01st 2004
China Economic Quarterly Q1 2004 - Land
China Economic Quarterly Q1 2004: Land
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Gavekal Research
Research Team
Mar 01st 2004
Economic overview
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0185_ceq2004q1_sec1_economy.pdf
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Gavekal Research
Research Team
Mar 01st 2004
Land: righting the wrongs - Urban land
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0186_ceq2004q1_sec2_land.pdf
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Gavekal Research
Research Team
Mar 01st 2004
China's rural land
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0187_ceq2004q1_sec2_land_01rural.pdf
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Gavekal Research
Research Team
Mar 01st 2004
Rural policy
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0188_ceq2004q1_sec2_land_02ruralpolicy.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Mar 01st 2004
Urban land
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0189_ceq2004q1_sec2_land_03urban.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Mar 01st 2004
Property markets
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0190_ceq2004q1_sec2_land_04realestate.pdf
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Gavekal Research
Research Team
Mar 01st 2004
Government finance: the deficit blues again
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0191_ceq2004q1_sec3_01fiscal.pdf
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Gavekal Research
Research Team
Mar 01st 2004
Statistics: measuring the service economy
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0192_ceq2004q1_sec3_02services.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Mar 01st 2004
Companies: D'long
This document is part of our old archive. It was published on 2004-03-01.You can download it here: 0193_ceq2004q1_sec3_03dlong.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Feb 27th 2004
China's economic performance 2003
This document is part of our old archive. It was published on 2004-02-27.You can download it here: 0183_ceb2004_03_economy2003.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Feb 05th 2004
Inflation returns: how worried should we be?
This document is part of our old archive. It was published on 2004-02-05.You can download it here: 0182_ceb2004_02_inflation.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Jan 19th 2004
Understanding China's bank bailout
This document is part of our old archive. It was published on 2004-01-19.You can download it here: 0181_ceb2004_01_bankbailout.pdf
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Gavekal Research
Research Team
Dec 09th 2003
Reviewing our Euro Mistake
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
Dec 01st 2003
China Economic Quarterly Q4 2003 - China tech
China Economic Quarterly Q4 2003: China tech
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Gavekal Research
Research Team
Dec 01st 2003
Economic overview
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0174_ceq2003q4_sec1_economy.pdf
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