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    Gavekal Research

    The Circle of Manipulation Comes to an End

    This document is part of our old archive. It was published on 2008-02-04.You can download it here: TheCircleofManipulationComestoanEnd1.pdf

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    Gavekal Dragonomics

    DragonWeek Extra: China's Economic Performance 2007

    This document is part of our old archive. It was published on 2008-01-24.You can download it here: 0397_DragonWeek_080124.pdf

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    Gavekal Research

    GaveKal Purchases a 50% Stake in Dragonomics

    This document is part of our old archive. It was published on 2008-01-11.You can download it here: GaveKalPurchasesa50StakeinDragonomics.pdf

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    Gavekal Research

    A Review of the Latest Chinese Policy Moves

    This document is part of our old archive. It was published on 2007-12-14.You can download it here: AReviewoftheLatestChinesePolicyMoves1.pdf

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    Gavekal Research

    Real Estate and Construction Quarterly Outlook - 2007 Q4

    This document is part of our old archive. It was published on 2007-12-12.You can download it here: 02_ConstructionRealEstate_2007q4.pdf

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    Gavekal Dragonomics

    China Economic Quarterly December 2007 - Media China

    China Economic Quarterly Q4 2007: Media China

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    Gavekal Dragonomics

    CEQ Q4 2007 - Economy

    CEQ Q4 2007: Economy

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    Gavekal Dragonomics

    CEQ Q4 2007 - Film and TV

    CEQ Q4 2007: Film and TV

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    Gavekal Dragonomics

    CEQ Q4 2007 - Online media

    CEQ Q4 2007: Online media

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    Gavekal Dragonomics

    CEQ Q4 2007 - Music

    CEQ Q4 2007: Music

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    Gavekal Dragonomics

    CEQ Q4 2007 - Magazines

    CEQ Q4 2007: Magazines

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    Gavekal Dragonomics

    CEQ Q4 2007 - Regional development

    CEQ Q4 2007: Regional development

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    Gavekal Dragonomics

    CEQ Q4 2007 - Productivity

    CEQ Q4 2007: Productivity

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    Gavekal Dragonomics

    CEQ Q4 2007 - Housing: A Room Of One's Own

    After several false starts in the early 1990s, China undertook a massive privatizationof its public housing stock in 1998, which was largely complete by the end of 2003.The impact of this reform on China’s subsequent economic development appearsto have been enormous. Enterprises received an immediate cash infusion and werefreed from the costly burden of building housing for their employees. Employees gotan implicit subsidy when they bought...

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    Gavekal Research

    Drivers and Opportunities Behind China's Growth

    This document is part of our old archive. It was published on 2007-12-06.You can download it here: DriversandOpportunitiesBehindChinasGrowth.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q07

    This document is part of our old archive. It was published on 2007-12-04.You can download it here: QuarterlyStrategyChartBook-4Q071.pdf

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    Gavekal Dragonomics

    DragonWeek 2007 Dec 3rd

    This document is part of our old archive. It was published on 2007-12-03.You can download it here: 0381_DragonWeek_071203.pdf

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    Gavekal Dragonomics

    Exports: The Icing On The Cake Gets Thinner

    For much of the past year we have reassured readers that China need not fear a slowdown or recession in the US economy. Now American recession fears are growing, and Chinese exports to the US are slowing sharply. Are we worried? Not really. Net exports, it is always worth remembering, are the icing on the Chinese economic cake. Depending on external demand, the layer of icing may be thicker or thinner. But the cake itself – whose size is...

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    Gavekal Research

    The Export Icing Gets Thinner

    This document is part of our old archive. It was published on 2007-11-28.You can download it here: TheExportIcingGetsThinner.pdf

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    Gavekal Dragonomics

    DragonWeek 2007 Nov 26th

    This document is part of our old archive. It was published on 2007-11-26.You can download it here: 0380_DragonWeek_071126.pdf

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