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    Gavekal Research

    Energy Inflation or Demand Deflation?

    This document is part of our old archive. It was published on 2007-11-21.You can download it here: EnergyInflationorDemandDeflation1.pdf

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    Gavekal Dragonomics

    DragonWeek 2007 Nov 19th

    This document is part of our old archive. It was published on 2007-11-19.You can download it here: 0379_DragonWeek_071119.pdf

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    Gavekal Research

    China's Accelerating Inflation

    This document is part of our old archive. It was published on 2007-11-16.You can download it here: ChinasAcceleratingInflation.pdf

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    Gavekal Dragonomics

    Macro Quarterly - Q4 2007

    China economic outlook: November 2007

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    Gavekal Research

    China Trade Review - November 2007

    China trade review - November 2007

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    Gavekal Research

    The Boring China Decouple Debate

    This document is part of our old archive. It was published on 2007-11-02.You can download it here: TheBoringChinaDecoupleDebate.pdf

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    Gavekal Research

    When Will the China Bubble Burst?

    This document is part of our old archive. It was published on 2007-11-02.You can download it here: WhenWilltheChinaBubbleBurst.pdf

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    Gavekal Research

    What We Learned from the Party Congress

    This document is part of our old archive. It was published on 2007-10-31.You can download it here: WhatWeLearnedfromthePartyCongress.pdf

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    Gavekal Research

    China Insight - China's economic performance Q1-3 2007

    China's economic performance Q1-3 2007

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    Gavekal Dragonomics

    What We Learned From The Party Congress

    The Chinese Communist Party’s 17th Congress has concluded and the Politburo stocked with a new generation of leaders who will take over from the Hu Jintao / Wen Jiabao administration in 2012/2013. We advise readers to forget what they read in the press about the horse-races among various interchangeable commissars. The course of the ship of state is fairly well set regardless of where any particular deckhand gets assigned. We also counsel...

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    Gavekal Research

    How Long Will HK Small Caps Underperform?

    This document is part of our old archive. It was published on 2007-10-18.You can download it here: HowLongWillHKSmallCapsUnderperform.pdf

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    Gavekal Research

    Strategy Review

    This document is part of our old archive. It was published on 2007-10-05.You can download it here: StrategyReview.pdf

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    Gavekal Dragonomics

    Chinese Inflation (II): The Facts, Or As Close As We Can Get To Them

    Our previous note introduced our main ideas about Chinese inflation. Today we do our best to justify our cyclical views with data. Data problems aside, the key points are:

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    Gavekal Research

    A Dummy's Guide to Chinese Inflation

    This document is part of our old archive. It was published on 2007-09-26.You can download it here: ADummysGuidetoChineseInflation.pdf

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    Gavekal Dragonomics

    Chinese Inflation (I): A Dummy's Guide

    Inflation is the risk that looms over every fast-growing economy. With China’s CPI having surged from 2.2% in January to 6.5% in August, it seems that this risk has finally materialized and that the five-year party of double-digit GDP growth and no inflation is finally over. Or is it?

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    Gavekal Research

    China's Runaway Train

    This document is part of our old archive. It was published on 2007-09-24.You can download it here: ChinasRunawayTrain.pdf

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    Gavekal Dragonomics

    From Taxation To Representation

    China’s authoritarian state has long had a pact of “no taxation, no representation” with its middle class. Unfortunately, this pact cannot last. To pay for a welfare system that can sustain domestic demand, the tax take must rise. Most of that increase will be paid by the private sector, which will create demands for greater accountability.

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    Gavekal Dragonomics

    China Economic Quarterly September 2007 - Health care

    China Economic Quarterly Q3 2007: Health care

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    Gavekal Research

    Health care survey

    This document is part of our old archive. It was published on 2007-09-01.You can download it here: 0365_ceq2007q3_02healthcare.pdf

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    Gavekal Dragonomics

    CEQ Q3 2007 - Economy

    CEQ Q3 2007: Economy

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