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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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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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