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Gavekal Dragonomics
Research Team
May 20th 2008
DragonWeek 2008 May 20th
This document is part of our old archive. It was published on 2008-05-20.You can download it here: 0426_DragonWeek_0805201.pdf
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Gavekal Dragonomics
Research Team
May 20th 2008
DragonWeek 2008 May 20th
This document is part of our old archive. It was published on 2008-05-20.You can download it here: 0426_DragonWeek_0805202.pdf
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Gavekal Research
Louis Gave
May 20th 2008
A Roadmap for Troubling Times--by Louis-Vincent Gave
This document is part of our old archive. It was published on 2008-05-20.You can download it here: ARoadmapforTroublingTimesbyLouisVincentGave.pdf
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Gavekal Research
Charles Gave, Anatole Kaletsky, Louis Gave, Pierre Gave, Research Team
May 15th 2008
Quarterly Strategy Chart Book - 3Q08 - The Purpose of a Bear Market
This document is part of our old archive. It was published on 2008-05-15.You can download it here: QuarterlyStrategyChartBook3Q08ThePurposeofaBearMar1.pdf
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Gavekal Dragonomics
Research Team
May 12th 2008
DragonWeek 2008 May 12th
This document is part of our old archive. It was published on 2008-05-12.You can download it here: 0425_DragonWeek_080512.pdf
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Gavekal Research
Research Team
May 12th 2008
Macro Quarterly - Q2 2008
China economic outlook: June 2008
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Gavekal Research
May 06th 2008
New Valuation Tools
This document is part of our old archive. It was published on 2008-05-06.You can download it here: NewValuationTools1.pdf
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Gavekal Research
Louis Gave
May 01st 2008
Reasons the Market Feels Good About Taiwan
This document is part of our old archive. It was published on 2008-05-01.You can download it here: ReasonstheMarketFeelsGoodAboutTaiwan.pdf
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Gavekal Research
Research Team
Apr 30th 2008
Dragonomics office closure
This document is part of our old archive. It was published on 2008-04-30.You can download it here: Holiday closure.pdf
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Gavekal Dragonomics
Research Team
Apr 28th 2008
DragonWeek 2008 Apr 28th
This document is part of our old archive. It was published on 2008-04-28.You can download it here: 0424_DragonWeek_080428.pdf
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Gavekal Dragonomics
Arthur Kroeber
Apr 25th 2008
China's Pathological Stock Market
Thanks to the ministrations of the China Stockmarket Rah-rah Clique (CSRC, formerly the China Securities Regulatory Commission), A-shares are hot again. Foreign investors are queuing up to get hold of the US$20bn in additional allocations for qualified foreign institutional investors which were approved for release last December. The purpose of this note is to let foreigners know what they are getting into
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Gavekal Research
Research Team
Apr 25th 2008
Watch Out for the Container Squeeze
This document is part of our old archive. It was published on 2008-04-25.You can download it here: WatchOurfortheContainerSqueeze.pdf
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Gavekal Dragonomics
Research Team
Apr 21st 2008
DragonWeek 2008 Apr 21st
This document is part of our old archive. It was published on 2008-04-21.You can download it here: 0422_DragonWeek_080421.pdf
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Gavekal Dragonomics
Research Team
Apr 16th 2008
DragonWeek 2008 Apr 16th
This document is part of our old archive. It was published on 2008-04-16.You can download it here: 0421_DragonWeek_080416.pdf
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Gavekal Dragonomics
Research Team
Apr 14th 2008
DragonWeek 2008 Apr 14th
This document is part of our old archive. It was published on 2008-04-14.You can download it here: 0420_DragonWeek_080414.pdf
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Gavekal Research
Louis Gave
Apr 11th 2008
China: Up, Down or Sideways?
This document is part of our old archive. It was published on 2008-04-11.You can download it here: ChinaUpDownorSideways.pdf
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Gavekal Research
Arthur Kroeber
Apr 11th 2008
China: Up, Down or Sideways?
This document is part of our old archive. It was published on 2008-04-11.You can download it here: ChinaUpDownorSideways1.pdf
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Gavekal Dragonomics
Research Team
Apr 08th 2008
DragonWeek 2008 Apr 8th
This document is part of our old archive. It was published on 2008-04-08.You can download it here: 0419_DragonWeek_080408.pdf
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Gavekal Dragonomics
Research Team
Apr 02nd 2008
DragonWeek 2008 Apr 2nd
This document is part of our old archive. It was published on 2008-04-02.You can download it here: 0418_DragonWeek_080402.pdf
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Gavekal Dragonomics
Arthur Kroeber
Mar 31st 2008
The End Of The Anti-gravity Economy
Everybody in China is thinking about inflation, and there are two stories to choose from. Story number one (which is the position of the Chinese government but also has some support from respectable independent economists) is that the high inflation of the past six months is mainly a temporary phenomenon, caused by supply shocks that have driven up the prices of a handful of common food items, notably pork, eggs and edible oil. Once these supply...
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Gavekal Dragonomics
Research Team
Mar 24th 2008
DragonWeek 2008 Mar 24th
This document is part of our old archive. It was published on 2008-03-24.You can download it here: 0416_DragonWeek_0803242.pdf
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Gavekal Research
Research Team
Mar 19th 2008
Construction Quarterly - Q1 2008
China real estate and construction market review: March 2008
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Gavekal Dragonomics
Research Team
Mar 18th 2008
DragonWeek 2008 Mar 18th
This document is part of our old archive. It was published on 2008-03-18.You can download it here: 0415_DragonWeek_080318.pdf
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Gavekal Dragonomics
Michael Komesaroff
Mar 18th 2008
China's Winter Storms And The Coal Market
Power shortages are back. After nearly three years during which power supply seemed to keep up with demand, 17 provinces are now facing electricity shortfalls. One cannot blame the problem on a failure to invest in new power generation capacity. In 2007, Chinese companies commissioned 91 gigawatts in net new generating capacity, more than the total installed capacity of the United Kingdom. In 2006 they installed 106 GW – nearly France’s entire...
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Gavekal Dragonomics
Research Team
Mar 10th 2008
DragonWeek 2008 Mar 10
This document is part of our old archive. It was published on 2008-03-10.You can download it here: 0413_DragonWeek_0803101.pdf
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Gavekal Research
Charles Gave
Mar 10th 2008
The Five Infrastucture Investment Phases
This document is part of our old archive. It was published on 2008-03-10.You can download it here: THeFIveInfrastuctureInvestmentPhases.pdf
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - China and the US
CEQ Q1 2008: China and the US
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - Economy
CEQ Q1 2008: Economy
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Gavekal Dragonomics
Research Team
Mar 07th 2008
China Economic Quarterly March 2008 - China and the US
China Economic Quarterly Q4 2008: China and the US
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - Balance of Power
CEQ Q1 2008: Balance of power
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - Sino-US psychology
CEQ Q1 2008: Sino-US psychology
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - China and the world
CEQ Q1 2008: China and the world
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - Cement
CEQ Q1 2008: Cement
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - Telecoms
CEQ Q1 2008: Telecoms
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Gavekal Dragonomics
Research Team
Mar 07th 2008
CEQ Q1 2008 - Books: Six of the best - and worst
CEQ Q1 2008: Books
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Gavekal Research
Arthur Kroeber
Mar 07th 2008
Dragonomics Book Review - China Into the Future -
This document is part of our old archive. It was published on 2008-03-07.You can download it here: GKFiveCorners09050512.pdf
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Gavekal Research
Research Team
Mar 06th 2008
Thursday March 6th, 2008
This document is part of our old archive. You can download it by clicking the PDF button above.
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Gavekal Dragonomics
Research Team
Mar 04th 2008
DragonWeek 2008 Mar 4
This document is part of our old archive. It was published on 2008-03-04.You can download it here: 0403_DragonWeek_0803041.pdf
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Gavekal Dragonomics
Arthur Kroeber, Research Team
Feb 26th 2008
DragonWeek 2008 Feb 26
This document is part of our old archive. It was published on 2008-02-26.You can download it here: 0402_Dragonweek_080226.pdf
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Gavekal Dragonomics
Arthur Kroeber
Feb 22nd 2008
The Long Squeeze
In our last note we argued, at perhaps excessive length, that China is undergoing a secular shift from an era in which structural economic reform was the paramount objective to one in which governance reform is the priority. In this note we will try to tease out some of the long-run economic and investment consequences of this shift. The central case is that over the next five or ten years we will see a “long squeeze” during which capital and...
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Gavekal Research
Louis Gave
Feb 22nd 2008
China’s Coming Out Party & Inventories
This document is part of our old archive. It was published on 2008-02-22.You can download it here: ChinasComingOutPartyInventories1.pdf
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Gavekal Research
Arthur Kroeber, Rosealea Yao, Research Team
Feb 15th 2008
China Trade Review - February 2008
China trade review - February 2008
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Gavekal Research
Louis Gave
Feb 15th 2008
2Q08 - Quarterly Strategy Chart Book: Picking-Up the Pieces From the Credit Crunch
This document is part of our old archive. It was published on 2008-02-15.You can download it here: 2Q08QuarterlyStrategyChartBookPickingUpthePiecesFr.pdf
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Gavekal Dragonomics
Arthur Kroeber
Feb 13th 2008
Seismic Shift: Economics Gives Way To Politics
The year of the rat, which China has just entered, marks the beginning of the 12-year zodiac cycle. In that spirit we step back from the everyday ups and downs of the economic cycle to argue that China’s political economy is in the midst of an important long-run transition. Today’s note analyzes the nature of that transition. We apologize in advance for the length and philosophical nature of this tome, and for the relative absence of pictures. A...
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Gavekal Research
Research Team
Feb 12th 2008
Macro Quarterly - Q1 2008
China economic outlook: Febuary 2008
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Gavekal Research
Louis Gave
Feb 11th 2008
The Baltic Roller-Coaster
This document is part of our old archive. It was published on 2008-02-11.You can download it here: TheBalticRollerCoaster.pdf
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Gavekal Dragonomics
Research Team
Feb 04th 2008
DragonWeek 2008 Feb 4
This document is part of our old archive. It was published on 2008-02-04.You can download it here: 0399_DragonWeek_080204.pdf
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Gavekal Research
Louis Gave
Feb 04th 2008
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
Research Team
Jan 24th 2008
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
Louis Gave
Jan 11th 2008
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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