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Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Mexico
CEQ Q2 2007: Mexico
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Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Retail
CEQ Q2 2007: Retail
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Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - House prices
CEQ Q2 2007: House prices
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Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Enterprise income tax
CEQ Q2 2007: Enterprise income tax
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Gavekal Research
Research Team
Jun 01st 2007
China & Its Growing Navy
This document is part of our old archive. It was published on 2007-06-01.You can download it here: China&ItsGrowingNavy.pdf
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Gavekal Dragonomics
Arthur Kroeber
May 30th 2007
Matador Meets Raging Bull
On the night of May 29, China’s Ministry of Finance announced a 20 basis-point increase in the transaction tax on stock sales (from 10 to 30 bp). This prompted a 6.5 percent drop in the Shanghai Composite index the next day, the biggest one-day fall since a 9-percent sell-off on February 27. Is the government finally getting serious about preventing a stock-market bubble? We believe so.
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Gavekal Research
Louis Gave
May 30th 2007
Matador Meets Raging Bull
This document is part of our old archive. It was published on 2007-05-30.You can download it here: MatadorMeetsRagingBull1.pdf
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Gavekal Research
Louis Gave
May 21st 2007
The Importance of China's Financial Reforms
This document is part of our old archive. It was published on 2007-05-21.You can download it here: TheImportanceofChinasFinancialReforms.pdf
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Gavekal Research
Louis Gave
May 17th 2007
Quarterly Strategy Chart Book - 2Q07 - So What Now?
This document is part of our old archive. It was published on 2007-05-17.You can download it here: QuarterlyStrategyChartBook-2Q07-SoWhatNow.pdf
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Gavekal Research
Louis Gave
May 07th 2007
The Joys of Golden Week
This document is part of our old archive. It was published on 2007-05-07.You can download it here: TheJoysofGoldenWeek1.pdf
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Gavekal Research
Louis Gave
May 02nd 2007
Part 2: So What Should We Worry About?
This document is part of our old archive. It was published on 2007-05-02.You can download it here: Part2SoWhatShouldWeWorryAbout1.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Apr 27th 2007
China Insight - Chinese consumption: miracle or myth?
Consumption: a Chinese puzzle
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Gavekal Research
Arthur Kroeber, Research Team
Apr 20th 2007
China's economic perfomance Q1 2007
China's economic performance Q1 2007
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Gavekal Research
Arthur Kroeber, Research Team
Apr 16th 2007
The third wave (NPC roundup part 2)
NPC roundup part II
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Gavekal Research
Louis Gave
Apr 11th 2007
China Raises Reserve Requirements Again
This document is part of our old archive. It was published on 2007-04-11.You can download it here: ChinaRaisesReserveRequirementsAgain.pdf
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Gavekal Research
Louis Gave
Apr 11th 2007
Money Flows Back to HK
This document is part of our old archive. It was published on 2007-04-11.You can download it here: MoneyFlowsBacktoHK.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Mar 29th 2007
China Insight - Hors d'oeuvres from Chef Wen (NPC roundup part 1)
NPC roundup part 1
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Gavekal Dragonomics
Arthur Kroeber
Mar 23rd 2007
How To Think About The Renminbi
Twice in the last six months we have been treated to “renminbi acceleration” stories, with analysts extrapolating from short-term increases in the rate of RMB appreciation to predict a rise in the RMB/USD rate of 6-10% this year. We give here a brief explanation of why you should ignore all such stories – or at best treat them as short-term, rather than long-term trading opportunities.
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Gavekal Research
Louis Gave
Mar 23rd 2007
Food Prices & Asian Inflation
This document is part of our old archive. It was published on 2007-03-23.You can download it here: FoodPrices&AsianInflation.pdf
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Gavekal Research
Louis Gave
Mar 14th 2007
China's Growth Drivers
This document is part of our old archive. It was published on 2007-03-14.You can download it here: ChinasGrowthDrivers.pdf
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Gavekal Research
Louis Gave
Mar 13th 2007
A Chinese Puzzle
This document is part of our old archive. It was published on 2007-03-13.You can download it here: AChinesePuzzle.pdf
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Gavekal Dragonomics
Research Team
Mar 01st 2007
China Economic Quarterly March 2007 - Politics
China Economic Quarterly Q1 2007: Politics
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Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Economy
CEQ Q1 2007: Economy
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Mar 01st 2007
CEQ Q1 2007 - Governance
CEQ Q1 2007: Governance
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Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Politics
CEQ Q1 2007: Politics
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Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Politics and business
CEQ Q1 2007: Politics and business
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Gavekal Dragonomics
Tom Miller, Research Team
Mar 01st 2007
CEQ Q1 2007 - Railways
CEQ Q1 2007: Railways
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Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Financial services
CEQ Q1 2007: Financial services
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Gavekal Dragonomics
Tom Miller, Research Team
Mar 01st 2007
CEQ Q1 2007 - Family planning
CEQ Q1 2007: Family planning
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Gavekal Dragonomics
Research Team
Mar 01st 2007
CEQ Q1 2007 - Taxes
CEQ Q1 2007: Taxes
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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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