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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
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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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Gavekal Research
Research Team
Dec 01st 2003
Chinese technology: the right stuff?
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0175_ceq2003q4_sec2_technology.pdf
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Gavekal Research
Research Team
Dec 01st 2003
Low-tech/high-tech?
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0176_ceq2003q4_sec2_technology_01mfg.pdf
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Gavekal Research
Research Team
Dec 01st 2003
Semi conductors
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0177_ceq2003q4_sec2_technology_02semi.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Dec 01st 2003
Research and development
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0178_ceq2003q4_sec2_technology_03r&d.pdf
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Gavekal Research
Research Team
Dec 01st 2003
China's debt: mountain or molehill?
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0179_ceq2003q4_sec3_01debt.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Dec 01st 2003
New style joint ventures
This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0180_ceq2003q4_sec3_02jvs.pdf
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Gavekal Research
Research Team
Nov 18th 2003
What's Next from Central Banks?
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Gavekal Research
Research Team
Oct 13th 2003
Communist France vs Capitalist France
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Gavekal Research
Research Team
Sep 30th 2003
Can Bush Tame the US$ Genii?
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Gavekal Research
Research Team
Sep 29th 2003
China Economic Bulletin, Q3 2003 (Jan-Jun data)
This document is part of our old archive. It was published on 2003-09-29.You can download it here: 0156_ceb2003_3_economyH1.pdf
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Gavekal Dragonomics
Research Team
Sep 01st 2003
China Economic Quarterly Q3 2003 - The Chinese company
China Economic Quarterly Q3 2003: The Chinese company
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Gavekal Research
Research Team
Sep 01st 2003
Economic overview
This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0158_ceq2003q3_sec1_economy.pdf
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Gavekal Research
Arthur Kroeber, Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Arthur Kroeber, Research Team
Sep 01st 2003
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
Arthur Kroeber, Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Arthur Kroeber, Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Arthur Kroeber, Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Research Team
Sep 01st 2003
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
Research Team
Aug 07th 2003
A bet on Blair is worth two on Bush
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Gavekal Research
Research Team
Aug 05th 2003
What Are Our Models Saying Now
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
Jul 26th 2003
IS Europe the Next Japan
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Louis Gave
Jul 20th 2003
Indicator Watch
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Charles Gave
Jul 10th 2003
The Euro's Numbers Don't Add Up
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
Jul 09th 2003
The Ugly Contest
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Louis Gave
Jul 06th 2003
Where the Sun Also Rises
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
Jul 03rd 2003
The US Economic Recovery is on Track
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Research
Anatole Kaletsky
Jun 05th 2003
Is Thatcherism Impossible in Europe?
This document is part of our old archive. You can download it by clicking the PDF button above.
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