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    Gavekal Research

    SOES: the quest for global champions

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0159_ceq2003q3_sec2_01globalsoes.pdf

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    Gavekal Research

    SOES: a hundred firecrackers pop

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0160_ceq2003q3_sec2_02firecrackers.pdf

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    Gavekal Research

    Privatisation: not yet

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0161_ceq2003q3_sec2_03corporatisation.pdf

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    Gavekal Research

    Case study: Baosteel

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0162_ceq2003q3_sec2_04baosteel.pdf

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    Gavekal Research

    Case study: China Merchants Bank

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0163_ceq2003q3_sec2_05cmb.pdf

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    Gavekal Research

    China's economic structure (table)

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0164_ceq2003q3_sec2_06_economystructuretable.pdf

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    Gavekal Research

    Zhejiang: at long last, capitalism

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0165_ceq2003q3_sec2_07_zhejiang.pdf

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    Gavekal Research

    Red capitalists: who's co-opting who?

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0166_ceq2003q3_sec2_08_redcapitalists.pdf

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    Gavekal Research

    Case study: TCL

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0167_ceq2003q3_sec2_09_tcl.pdf

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    Gavekal Research

    Case study: Neusoft

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0168_ceq2003q3_sec2_10_neusoft.pdf

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    Gavekal Research

    Case study: Hainan air

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0169_ceq2003q3_sec2_11_hainanair.pdf

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    Gavekal Research

    Stock markets: really weird

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0170_ceq2003q3_sec2_12_stockmarkets.pdf

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    Gavekal Research

    Financial media: more light

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0171_ceq2003q3_sec2_13_media.pdf

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    Gavekal Research

    A bet on Blair is worth two on Bush

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    Gavekal Research

    What Are Our Models Saying Now

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    Gavekal Research

    What Are Our Models Saying Now

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    Gavekal Research

    IS Europe the Next Japan

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    Indicator Watch

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    Gavekal Research

    The Euro's Numbers Don't Add Up

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    Gavekal Research

    The Ugly Contest

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    Where the Sun Also Rises

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    Gavekal Research

    The US Economic Recovery is on Track

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    Gavekal Research

    Is Thatcherism Impossible in Europe?

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    Gavekal Dragonomics

    China Economic Quarterly Q2 2003 - China's oil quest

    China Economic Quarterly Q2 2003: China's oil quest

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0149_ceq2003q2_sec1_economy.pdf

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    Gavekal Research

    China's oil quest

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0150_ceq2003q2_sec2_oil.pdf

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    Gavekal Research

    2003 Bartons and Ruperts: more shameless grovelling

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0151_ceq2003q2_sec3_01bartons.pdf

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    Gavekal Research

    Bank reform in the slow lane

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0152_ceq2003q2_sec3_02bankreform.pdf

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    Gavekal Research

    Beijing's building binge

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0153_ceq2003q2_sec3_03beijingproperty.pdf

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    Gavekal Research

    SARS: the return of political risk and the future of Hong Kong

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0154_ceq2003q2_sec3_04sars.pdf

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    Gavekal Research

    Monkey King: Wang Qishan

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0155_ceq2003q2_sec3_05wangqishan.pdf

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    Putting the Corn Flakes Back Into the Box

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    Gavekal Research

    London and Frankfurt:Tale of Two Cities

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    Gavekal Research

    Reflections on May Day

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    Where Will The Growth Come From?

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    Gavekal Research

    China Economic Bulletin, Q2 2003 (Jan-Mar data)

    This document is part of our old archive. It was published on 2003-04-17.You can download it here: 0147_ceb2003_2_economyQ1.pdf

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    Gavekal Research

    The Tobin Q Debate

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    Brown's Believable Budget

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    More Thoughts on SARS

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    Saddam's Last Two Weeks

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    Indicator Watch

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    When it Rains, It Pours

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    What History Will Say

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    The Million Dollar Question

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    Indicator Watch

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    Slouching Towards Babylon

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    An important Development

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    Gavekal Dragonomics

    China Economic Quarterly Q1 2003 - Inequality

    China Economic Quarterly Q1 2003: Inequality

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    Economic overview

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0139_ceq2003q1_sec1_economy.pdf

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    Gavekal Research

    Inequality: is it a powder keg?

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0140_ceq2003q1_sec2_inequality.pdf

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    Gavekal Research

    China's GDP numbers: can we trust them?

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0141_ceq2003q1_sec3_01gdp.pdf

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    Gavekal Research

    Korean cool

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0142_ceq2003q1_sec3_02koreans.pdf

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    Gavekal Research

    MNC profits: no gold mine yet

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0143_ceq2003q1_sec3_03mncprofit.pdf

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    Gavekal Research

    FDI: the $100bn country

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0144_ceq2003q1_sec3_04fdi.pdf

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    Gavekal Research

    Banks bet on consumer lending

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0145_ceq2003q1_sec3_05consumercredit.pdf

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    Gavekal Research

    Monkey King: Mike McCune

    This document is part of our old archive. It was published on 2003-03-01.You can download it here: 0146_ceq2003q1_sec3_06mikemccune.pdf

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    Gavekal Research

    China Economic Bulletin, Q1 2003: Full year 2002 data

    This document is part of our old archive. It was published on 2003-02-28.You can download it here: 0137_ceb2003_1_economy2002.pdf

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    Gavekal Research

    Koizumi's Busted Flush

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    Gavekal Research

    Is This The End for Sterling?

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    Gavekal Research

    Letter to An American

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    Indicator Watch

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    Gavekal Research

    French Endgame on Iraq

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    Gavekal Research

    Are Equities Cheap

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    When Things Don't Add Up

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    Hob-Nobbing in Davos

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    Time is on Bush's Side

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    Is the Euro's Rise Sustainable

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    Indicator Watch

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    Gavekal Dragonomics

    China Economic Quarterly Q4 2002 - China Outlook Survey

    China Economic Quarterly Q4 2002: China Outlook Survey

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    Economic overview

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0130_ceq2002q4_sec1_economy.pdf

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    Gavekal Research

    China outlook survey 2003

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0131_ceq2002q4_sec2_outlook2003.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0132_ceq2002q4_sec3_01stockmarket.pdf

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    Gavekal Research

    China's employment mess

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0133_ceq2002q4_sec3_02employment.pdf

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    Gavekal Research

    Automobiles: place your bets

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0134_ceq2002q4_sec3_03automobiles.pdf

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    Gavekal Research

    Beyond the great firewall

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0135_ceq2002q4_sec3_04internet.pdf

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    Gavekal Research

    Monkey King: Hayes Lou

    This document is part of our old archive. It was published on 2002-12-01.You can download it here: 0136_ceq2002q4_sec3_05hayeslou.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q3 2002 - China's labour and pensions challenge

    China Economic Quarterly Q3 2002: China's labour and pensions challenge

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2002-09-01.You can download it here: 0122_ceq2002q3_sec1_economy.pdf

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    Gavekal Research

    The labour and pension challenge

    This document is part of our old archive. It was published on 2002-09-01.You can download it here: 0123_ceq2002q3_sec2_labourandpensions.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 2002-09-01.You can download it here: 0124_ceq2002q3_sec3_01stockmarket.pdf

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    Gavekal Research

    Insurers: much ado about not much

    This document is part of our old archive. It was published on 2002-09-01.You can download it here: 0125_ceq2002q3_sec3_02insurance.pdf

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    China on Washington's radar

    This document is part of our old archive. It was published on 2002-09-01.You can download it here: 0126_ceq2002q3_sec3_03sinous.pdf

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    Gavekal Research

    Monkey King - Serge Dumont

    This document is part of our old archive. It was published on 2002-09-01.You can download it here: 0127_ceq2002q3_sec3_04sergedumont.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q2 2002 - China's leading brands

    China Economic Quarterly Q2 2002: China's leading brands

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    Economic overview

    This document is part of our old archive. It was published on 2002-06-01.You can download it here: 0114_ceq2002q2_sec1_economy.pdf

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    Gavekal Research

    Chinese brand names to remember

    This document is part of our old archive. It was published on 2002-06-01.You can download it here: 0115_ceq2002q2_sec2_brands.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 2002-06-01.You can download it here: 0116_ceq2002q2_sec3_01stockmarket.pdf

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    Gavekal Research

    Kodak's changing China picture

    This document is part of our old archive. It was published on 2002-06-01.You can download it here: 0117_ceq2002q2_sec3_02kodak.pdf

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    Gavekal Research

    Fiat's Nanjing break-out plan

    This document is part of our old archive. It was published on 2002-06-01.You can download it here: 0118_ceq2002q2_sec3_03fiat.pdf

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    Monkey King: Roberta Lipson

    This document is part of our old archive. It was published on 2002-06-01.You can download it here: 0119_ceq2002q2_sec3_04robertalipson.pdf

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    Gavekal Research

    China Economic Bulletin, Q3 2002 (H1 data)

    This document is part of our old archive. It was published on 2002-04-15.You can download it here: 0120_ceb2002_3_economyH1.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q1 2002 - Retail market

    China Economic Quarterly Q1 2002: Retail market

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    Economic overview

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0106_ceq2002q1_sec1_economy.pdf

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    Gavekal Research

    The C-store comes to town

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0107_ceq2002q1_sec2_cstores.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0108_ceq2002q1_sec3_01stockmarket.pdf

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    Gavekal Research

    Phoenix television's licence

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0109_ceq2002q1_sec3_02phoenixtv.pdf

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    Gavekal Research

    The case for IPR piracy

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0110_ceq2002q1_sec3_03piracy.pdf

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    The rise of the holiday economy

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0111_ceq2002q1_sec3_04holidayec.pdf

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    Monkey King: Carolyn Schofield

    This document is part of our old archive. It was published on 2002-03-01.You can download it here: 0112_ceq2002q1_sec3_05carolynschofield.pdf

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