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    Gavekal Research

    Tilting From Fear Back to Greed

    This document is part of our old archive. It was published on 2008-11-07.You can download it here: GKEquityMarkets081107.pdf

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    Gavekal Research

    Are We Underestimating China's Export Exposure?

    This document is part of our old archive. It was published on 2008-11-17.You can download it here: GKChina081117.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 4Q07

    This document is part of our old archive. It was published on 2007-12-04.You can download it here: QuarterlyStrategyChartBook-4Q071.pdf

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    Gavekal Research

    Our Internal Discussions

    This document is part of our old archive. It was published on 2007-08-08.You can download it here: OurInternalDiscussions.pdf

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    Gavekal Research

    An Update on the Three Exchange Rates

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: AnUpdateontheThreeExchangeRates.pdf

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    Gavekal Research

    The Non-Neglible Impact of Falling Oil Prices

    This document is part of our old archive. It was published on 2008-10-20.You can download it here: TheNonNeglibleImpactofFallingOilPrices.pdf

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    Gavekal Research

    The Post-Election Power Vacuum Could Be Ugly

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKGeopolitics081103.pdf

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    Gavekal Research

    A Very Different Crisis From the Expected One

    This document is part of our old archive. It was published on 2008-11-03.You can download it here: GKStructuralIssues081103.pdf

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    Gavekal Research

    A Chinese Puzzle

    This document is part of our old archive. It was published on 2007-03-13.You can download it here: AChinesePuzzle.pdf

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    Gavekal Research

    Transforming into a Platform Company - WHR and FBN

    This document is part of our old archive. It was published on 2006-06-17.You can download it here: TransformingintoaPlatformCompany-WHRandFBN.pdf

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    Gavekal Research

    The Mistaken Inflation Fear

    This document is part of our old archive. It was published on 2007-09-26.You can download it here: TheMistakenInflationFear1.pdf

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    Gavekal Research

    Back of the Envelope Maths on the Short USD Position

    This document is part of our old archive. It was published on 2008-10-06.You can download it here: BackoftheEnvelopeMathsontheShortUSDPosition.pdf

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    Gavekal Research

    The Mother of All RTM Trades

    This document is part of our old archive. It was published on 2008-09-08.You can download it here: TheMotherofAllRTMTrades.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book 1Q04 - The Prevalent Belief

    This document is part of our old archive. It was published on 2004-01-15.You can download it here: QuarterlyStrategyChartBook1Q04-ThePrevalentBelief.pdf

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    Gavekal Research

    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

    Does Taking on Goldman Make Sense

    This document is part of our old archive. It was published on 2008-09-18.You can download it here: DoesTakingonGoldmanMakeSense.pdf

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    Gavekal Research

    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 Research

    So Where Should We Buy Our Equities

    This document is part of our old archive. It was published on 2008-07-28.You can download it here: SoWhereShouldWeBuyOurEquities.pdf

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    Gavekal Research

    The Improving US$ Breadth

    This document is part of our old archive. It was published on 2008-06-13.You can download it here: TheImprovingUSBreadth.pdf

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    Gavekal Research

    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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