-
Gavekal Dragonomics
Arthur Kroeber
Jul 18th 2007
Three Flavors Of Protectionism
China’s economy now depends on external demand to a degree unprecedented in the past three decades. Does this dependence create vulnerability to protectionism in key markets, especially the US? Not really. Despite trade’s increased importance, the Chinese economy is driven, as it always has been, mainly by domestic factors. Moreover the constituencies for traditional protectionism of goods are slowly dying off in all the advanced economies. This...
0 -
Gavekal Research
Louis Gave
Jun 21st 2007
A New Kind of Protectionism
This document is part of our old archive. It was published on 2007-06-21.You can download it here: ANewKindofProtectionism1.pdf
-
Gavekal Research
Arthur Kroeber
Jun 21st 2007
China's Equity Bubble is Not Retail Driven
This document is part of our old archive. It was published on 2007-06-21.You can download it here: ChinasEquityBubbleisNotRetailDriven.pdf
-
Gavekal Research
Anatole Kaletsky, Louis Gave
Jun 13th 2007
A Brief Review of Our Internal Discussions
This document is part of our old archive. It was published on 2007-06-13.You can download it here: ABriefReviewofOurInternalDiscussions.pdf
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
China Economic Quarterly June 2007 - Dragon abroad
China Economic Quarterly Q2 2007: Dragon abroad
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Economy
CEQ Q2 2007: Economy
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Foreign policy
CEQ Q2 2007: Foreign policy
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Africa
CEQ Q2 2007: Africa
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Russia
CEQ Q2 2007: Russia
-
Gavekal Dragonomics
Arthur Kroeber, Research Team
Jun 01st 2007
CEQ Q2 2007 - Latin America
CEQ Q2 2007: Latin America
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Mexico
CEQ Q2 2007: Mexico
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Retail
CEQ Q2 2007: Retail
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - House prices
CEQ Q2 2007: House prices
-
Gavekal Dragonomics
Research Team
Jun 01st 2007
CEQ Q2 2007 - Enterprise income tax
CEQ Q2 2007: Enterprise income tax
-
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
-
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.
-
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
-
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
-
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
-
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
Home
