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    Gavekal Research

    Reviewing our Euro Mistake

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

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    Gavekal Dragonomics

    China Economic Quarterly Q4 2003 - China tech

    China Economic Quarterly Q4 2003: China tech

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0174_ceq2003q4_sec1_economy.pdf

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    Gavekal Research

    Chinese technology: the right stuff?

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0175_ceq2003q4_sec2_technology.pdf

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    Gavekal Research

    Low-tech/high-tech?

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0176_ceq2003q4_sec2_technology_01mfg.pdf

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    Gavekal Research

    Semi conductors

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0177_ceq2003q4_sec2_technology_02semi.pdf

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    Gavekal Research

    Research and development

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0178_ceq2003q4_sec2_technology_03r&d.pdf

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    Gavekal Research

    China's debt: mountain or molehill?

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0179_ceq2003q4_sec3_01debt.pdf

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    Gavekal Research

    New style joint ventures

    This document is part of our old archive. It was published on 2003-12-01.You can download it here: 0180_ceq2003q4_sec3_02jvs.pdf

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    Gavekal Research

    What's Next from Central Banks?

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    Gavekal Research

    Communist France vs Capitalist France

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    Gavekal Research

    Can Bush Tame the US$ Genii?

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    Gavekal Research

    China Economic Bulletin, Q3 2003 (Jan-Jun data)

    This document is part of our old archive. It was published on 2003-09-29.You can download it here: 0156_ceb2003_3_economyH1.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q3 2003 - The Chinese company

    China Economic Quarterly Q3 2003: The Chinese company

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0158_ceq2003q3_sec1_economy.pdf

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    Gavekal Research

    SOES: the quest for global champions

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0159_ceq2003q3_sec2_01globalsoes.pdf

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    Gavekal Research

    SOES: a hundred firecrackers pop

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0160_ceq2003q3_sec2_02firecrackers.pdf

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    Gavekal Research

    Privatisation: not yet

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0161_ceq2003q3_sec2_03corporatisation.pdf

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    Gavekal Research

    Case study: Baosteel

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0162_ceq2003q3_sec2_04baosteel.pdf

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    Gavekal Research

    Case study: China Merchants Bank

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0163_ceq2003q3_sec2_05cmb.pdf

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    Gavekal Research

    China's economic structure (table)

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0164_ceq2003q3_sec2_06_economystructuretable.pdf

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    Gavekal Research

    Zhejiang: at long last, capitalism

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0165_ceq2003q3_sec2_07_zhejiang.pdf

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    Gavekal Research

    Red capitalists: who's co-opting who?

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0166_ceq2003q3_sec2_08_redcapitalists.pdf

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    Gavekal Research

    Case study: TCL

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0167_ceq2003q3_sec2_09_tcl.pdf

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    Gavekal Research

    Case study: Neusoft

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0168_ceq2003q3_sec2_10_neusoft.pdf

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    Gavekal Research

    Case study: Hainan air

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0169_ceq2003q3_sec2_11_hainanair.pdf

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    Gavekal Research

    Stock markets: really weird

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0170_ceq2003q3_sec2_12_stockmarkets.pdf

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    Gavekal Research

    Financial media: more light

    This document is part of our old archive. It was published on 2003-09-01.You can download it here: 0171_ceq2003q3_sec2_13_media.pdf

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    Gavekal Research

    A bet on Blair is worth two on Bush

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    Gavekal Research

    What Are Our Models Saying Now

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    Gavekal Research

    What Are Our Models Saying Now

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    Gavekal Research

    IS Europe the Next Japan

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    The Euro's Numbers Don't Add Up

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    Gavekal Research

    The Ugly Contest

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    Gavekal Research

    Where the Sun Also Rises

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    Gavekal Research

    The US Economic Recovery is on Track

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    Gavekal Research

    Is Thatcherism Impossible in Europe?

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    Gavekal Dragonomics

    China Economic Quarterly Q2 2003 - China's oil quest

    China Economic Quarterly Q2 2003: China's oil quest

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0149_ceq2003q2_sec1_economy.pdf

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    Gavekal Research

    China's oil quest

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0150_ceq2003q2_sec2_oil.pdf

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    Gavekal Research

    2003 Bartons and Ruperts: more shameless grovelling

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0151_ceq2003q2_sec3_01bartons.pdf

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    Gavekal Research

    Bank reform in the slow lane

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0152_ceq2003q2_sec3_02bankreform.pdf

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    Gavekal Research

    Beijing's building binge

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0153_ceq2003q2_sec3_03beijingproperty.pdf

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    Gavekal Research

    SARS: the return of political risk and the future of Hong Kong

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0154_ceq2003q2_sec3_04sars.pdf

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    Gavekal Research

    Monkey King: Wang Qishan

    This document is part of our old archive. It was published on 2003-06-01.You can download it here: 0155_ceq2003q2_sec3_05wangqishan.pdf

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    Gavekal Research

    Indicator Watch

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    Gavekal Research

    Putting the Corn Flakes Back Into the Box

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    Gavekal Research

    London and Frankfurt:Tale of Two Cities

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    Gavekal Research

    Reflections on May Day

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