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    Gavekal Research

    China Insight - The zombie wakes: the return of deflation?

    The zombie wakes: the return of deflation?

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    Gavekal Research

    The zombie wakes: the return of deflation?

    This document is part of our old archive. It was published on 2005-07-14.You can download it here: 0237_CEQA_2005_02_deflation.pdf

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    Gavekal Dragonomics

    Northeast revitalisation: the governemnt campaign explained

    This document is part of our old archive. It was published on 2005-07-10.You can download it here: 001_Northeast revitalisation.ppt

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    Gavekal Dragonomics

    The New China Price

    After helping to drive down world prices of manufactured goods, and to drive up the price of commodities, China is now beginning to enter world asset markets, most notably in the purchases of distressed rich-country manufacturing firms and resource assets – as exemplified by Chinese offers in June to acquire two US companies, moribund white goods maker Maytag and mid-range oil/gas producer Unocal. As China increasingly internationalises, these...

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    Gavekal Research

    The New 'China Price'

    This document is part of our old archive. It was published on 2005-07-05.You can download it here: 0236_CEQA_2005_01_acquisitions.pdf

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    Gavekal Dragonomics

    China Economic Quarterly June 2005 - Reviving the Northeast

    China Economic Quarterly Q2 2005: Reviving the Northeast

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0231_ceq2005q2_sec1_economy.pdf

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    Gavekal Research

    Up from the abyss: reviving the Northeast

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0232_ceq2005q2_sec2_northeast.pdf

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    Gavekal Research

    A tisket, a tasket, a band not a basket

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0233_ceq2005q2_sec3_01currency.pdf

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    Gavekal Research

    Satellite (city) launch

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0234_ceq2005q2_sec3_02satellitecities.pdf

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    Gavekal Research

    The cheap shall inherit

    This document is part of our old archive. It was published on 2005-06-01.You can download it here: 0235_ceq2005q2_sec3_03hotels.pdf

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    Gavekal Research

    The Korean & HK Currency Announcements

    This document is part of our old archive. You can download it by clicking the PDF button above.

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    Gavekal Research

    China's economic performance Q1 2005

    This document is part of our old archive. It was published on 2005-04-20.You can download it here: 0229_ceb2005_04_economy Q1.pdf

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    Gavekal Research

    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

    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

    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

    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

    China Economic Quarterly Q1 2005 - The environment

    China Economic Quarterly Q1 2005: The environment

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    Gavekal Research

    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

    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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