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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Market
CEQ Q3 2008: Markets
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Climate change
CEQ Q3 2008: Climate change
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Foreign exchange
CEQ Q3 2008: Foreign exchange
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Huawei Technologies
CEQ Q3 2008: Huawei Technologies
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Gavekal Dragonomics
Research Team
Sep 05th 2008
CEQ Q3 2008 - Book review
CEQ Q3 2008: Book review
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Gavekal Dragonomics
Research Team
Sep 04th 2008
China Economic Quarterly September 2008 - Climate Change
China Economic Quarterly Q3 2008: Climate Change
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Gavekal Dragonomics
Research Team
Sep 01st 2008
DragonWeek 2008 September 1st
This document is part of our old archive. It was published on 2008-09-01.You can download it here: 0459_DragonWeek_080901.pdf
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Gavekal Research
Arthur Kroeber, Rosealea Yao, Research Team
Aug 26th 2008
Enigma variations: unwrapping the riddle of China's electricity industry
This document is part of our old archive. It was published on 2008-08-26.You can download it here: 0458_ChinaInsight_080826_electricity.pdf
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Gavekal Research
Anatole Kaletsky, Arthur Kroeber, Louis Gave, Pierre Gave
Aug 26th 2008
Quarterly Strategy Chart Book - 4Q08 - A Very Different Investment Environment -
This document is part of our old archive. It was published on 2008-08-26.You can download it here: QuarterlyStrategyChartBook4Q08AVeryDifferentInves.pdf
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Gavekal Dragonomics
Research Team
Aug 25th 2008
DragonWeek 2008 August 25th
This document is part of our old archive. It was published on 2008-08-25.You can download it here: 0457_DragonWeek_080825.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2008
A Stimulus Package for China
This document is part of our old archive. It was published on 2008-08-25.You can download it here: AStimulusPackageforChina.pdf
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Gavekal Research
Arthur Kroeber
Aug 25th 2008
About that Post-Olympics Hangover
This document is part of our old archive. It was published on 2008-08-25.You can download it here: AboutthatPostOlympicsHangover.pdf
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Gavekal Dragonomics
Arthur Kroeber
Aug 22nd 2008
Please Calm Down: Post-Olympic Growth And Fiscal 'Stimulus'
As the Olympics draw to a successful close, financial industry China-watchers are obsessed by two stories. First: China’s growth is about to slow dramatically, either as the result of global recessionary trends or because of a post-Olympic hangover. Second, the government is about to step in to counteract that slowdown with a massive fiscal stimulus package.
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Gavekal Research
Research Team
Aug 22nd 2008
GaveKal Daily - The Question of the Hour on China
This document is part of our old archive. It was published on 2008-08-22.You can download it here: GaveKalDailyTheQuestionoftheHouronChina.pdf
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Gavekal Dragonomics
Research Team
Aug 19th 2008
DragonWeek 2008 August 18th
This document is part of our old archive. It was published on 2008-08-19.You can download it here: 0455_DragonWeek_0808181.pdf
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Gavekal Dragonomics
Research Team
Aug 18th 2008
DragonWeek 2008 August 18th
This document is part of our old archive. It was published on 2008-08-18.You can download it here: 0455_DragonWeek_080818.pdf
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Gavekal Dragonomics
Research Team
Aug 04th 2008
DragonWeek 2008 August 4th
This document is part of our old archive. It was published on 2008-08-04.You can download it here: 0454_DragonWeek_080804.pdf
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Gavekal Research
Research Team
Aug 01st 2008
Macro Quarterly - Q3 2008
China economic outlook: July 2008
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Gavekal Research
Research Team
Aug 01st 2008
GaveKal Daily - Reviewing the US Growth Data
This document is part of our old archive. It was published on 2008-08-01.You can download it here: GaveKalDailyReviewingtheUSGrowthData.pdf
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Gavekal Research
Research Team
Jul 31st 2008
GaveKal Daily - Asia's Soft Landing, Despite Europe's Woes
This document is part of our old archive. It was published on 2008-07-31.You can download it here: GaveKalDailyAsiasSoftLandingDespiteEuropesWoes.pdf
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Gavekal Dragonomics
Research Team
Jul 28th 2008
DragonWeek 2008 July 28th
This document is part of our old archive. It was published on 2008-07-28.You can download it here: 0453_DragonWeek_080728.pdf
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Gavekal Research
Louis Gave
Jul 28th 2008
Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-28.You can download it here: TakingaPagefromtheHongKongPlaybook.pdf
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Gavekal Dragonomics
Research Team
Jul 22nd 2008
DragonWeek 2008 July 22nd
This document is part of our old archive. It was published on 2008-07-22.You can download it here: 0452_DragonWeek_080722.pdf
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Gavekal Research
Research Team
Jul 21st 2008
Is China the Cause of the Materials Reversal?
This document is part of our old archive. It was published on 2008-07-21.You can download it here: IsChinatheCauseoftheMaterialsReversal.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jul 18th 2008
Get Ready For The Soft Landing
There has been a lot of blather over the past few weeks about growth and inflation risks in China. Economists (the ones who grab the headlines anyway) seem about equally divided between those who fear an inflationary explosion - which can only be forestalled by an aggressive currency appreciation - and those who think growth is slowing so precipitously that the government will have to open the monetary taps in the second half of the year.
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Gavekal Research
Research Team
Jul 17th 2008
GaveKal Daily - Taking a Page from the Hong Kong Playbook
This document is part of our old archive. It was published on 2008-07-17.You can download it here: GaveKalDailyTakingaPagefromtheHongKongPlaybook2.pdf
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Gavekal Dragonomics
Research Team
Jul 14th 2008
DragonWeek 2008 July 14th
This document is part of our old archive. It was published on 2008-07-14.You can download it here: 0450_DragonWeek_080714.pdf
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Gavekal Research
Louis Gave
Jul 14th 2008
Asian Godfathers
This document is part of our old archive. It was published on 2008-07-14.You can download it here: GKFiveCorners09050510.pdf
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Gavekal Research
Research Team
Jul 11th 2008
GaveKal Daily - Will Beijing Crank Up the Market Ahead of the Olympics?
This document is part of our old archive. It was published on 2008-07-11.You can download it here: GaveKalDailyWillBeijingCrankUptheMarketAheadoftheO.pdf
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Gavekal Dragonomics
Research Team
Jul 07th 2008
DragonWeek 2008 July 7th
This document is part of our old archive. It was published on 2008-07-07.You can download it here: 0449_DragonWeek_080707.pdf
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Gavekal Dragonomics
Research Team
Jun 30th 2008
DragonWeek 2008 June 30th
This document is part of our old archive. It was published on 2008-06-30.You can download it here: 0448_DragonWeek_080630.pdf
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Gavekal Research
Research Team
Jun 30th 2008
GaveKal Daily - Good & Bad in China
This document is part of our old archive. It was published on 2008-06-30.You can download it here: GaveKalDailyGoodBadinChina.pdf
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Gavekal Dragonomics
Research Team
Jun 24th 2008
DragonWeek 2008 June 24th
This document is part of our old archive. It was published on 2008-06-24.You can download it here: DragonWeek_2008_0624.pdf
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Gavekal Research
Research Team
Jun 20th 2008
GaveKal Daily - China's Good News
This document is part of our old archive. It was published on 2008-06-20.You can download it here: GaveKalDailyChinasGoodNews.pdf
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Gavekal Dragonomics
Research Team
Jun 16th 2008
DragonWeek 2008 June 16th
This document is part of our old archive. It was published on 2008-06-16.You can download it here: 0446_DragonWeek_080616.pdf
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Gavekal Dragonomics
Arthur Kroeber
Jun 13th 2008
What, Me Worry? China's Oil Subsidies
With the crude oil price nearing US$140 a barrel and little apparent prospect of relief, a lot of people are asking about the sustainability of China’s energy regime. China has the fiscal room to maintain refined oil subsidies for far longer than most other Asiancountries, and it will almost certainly do so. Systematic under-pricing of energy has played a role in China’s recent economic growth, but a far smaller one than generally recognized. So...
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Gavekal Research
Louis Gave
Jun 13th 2008
Asia's Crowded Trades Unwind
This document is part of our old archive. It was published on 2008-06-13.You can download it here: AsiasCrowdedTradesUnwind.pdf
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Gavekal Research
Louis Gave
Jun 13th 2008
Asia's Inflation Struggle
This document is part of our old archive. It was published on 2008-06-13.You can download it here: AsiasInflationStruggle.pdf
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Gavekal Research
Anatole Kaletsky
Jun 12th 2008
A "Plan B" For Oil?
This document is part of our old archive. It was published on 2008-06-12.You can download it here: APlanBForOil.pdf
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Gavekal Research
Rosealea Yao, Research Team
Jun 11th 2008
Construction Quarterly - Q2 2008
China real estate and construction market review: June 2008
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Consuming China
CEQ Q2 2008: Consuming China
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Energy
CEQ Q2 2008: Energy
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Markets
CEQ Q2 2008: Markets
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - State-owned enterprises
China Economic Quarterly Q2 2008: SOEs
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Gavekal Dragonomics
Barry Naughton
Jun 10th 2008
CEQ Q2 2008 - SOE policy
Since their low point in the mid-1990s, China’s state-owned enterprises (SOEs) have made a stunning return to profitability. In the mid-1990s, industrial SOEs were losing almost as much money as they were making. At the low point in 1997, once all losses were set off against all profits, the entire state-owned industrial sector made total profits just below 0.6% of GDP. Since then the world has changed dramatically: in 2007, state industrial...
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Economy
CEQ Q2 2008: Economy
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Enterprise reform
CEQ Q2 2008: Enterprise reform
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Efficiency
CEQ Q2 2008: Efficiency
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - SOEs in pictures
CEQ Q4 2008: SOEs in pictures
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Gavekal Dragonomics
Research Team
Jun 10th 2008
CEQ Q2 2008 - Fiscal policy
CEQ Q2 2008: Fiscal policy
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