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    Gavekal Research

    The Third Strand of America's Iranian Policy

    This document is part of our old archive. It was published on 2007-01-26.You can download it here: TheThirdStrandofAmericasIranianPolicy.pdf

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    Gavekal Research

    More On Earnings Yields

    This document is part of our old archive. It was published on 2006-11-30.You can download it here: MoreOnEarningsYields.pdf

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    Gavekal Research

    All Eyes On Monetary Policy

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: AllEyesOnMonetaryPolicy.pdf

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    Gavekal Research

    Sterling: An Attractive Bet Against the Euro

    This document is part of our old archive. It was published on 2007-01-12.You can download it here: SterlingAnAttractiveBetAgainsttheEuro.pdf

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    Gavekal Research

    Too Hot For Bonds, To Cold for Metals

    This document is part of our old archive. It was published on 2006-10-31.You can download it here: TooHotForBonds,ToColdforMetals.pdf

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    Gavekal Research

    China Exports Deflation

    This document is part of our old archive. It was published on 2006-09-18.You can download it here: ChinaExportsDeflation1.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - What Kind of Investment Environment?

    This document is part of our old archive. It was published on 2003-10-03.You can download it here: QuarterlyStrategyChartBook-WhatKindofInvestmentEnvironment.pdf

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    Gavekal Research

    US vs EAFE

    This document is part of our old archive. It was published on 2006-09-04.You can download it here: USvsEAFE.pdf

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    Gavekal Research

    Keeping Up With the Fed

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: KeepingUpWiththeFed.pdf

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    Gavekal Research

    Dragonomics Brakes Down China's Growth Numbers

    This document is part of our old archive. It was published on 2006-07-20.You can download it here: DragonomicsBrakesDownChinasGrowthNumbers.pdf

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    Gavekal Research

    Repost: Tech Sell-Off Survivors

    This document is part of our old archive. It was published on 2006-08-15.You can download it here: RepostTechSell-OffSurvivors.pdf

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    Gavekal Research

    Hong Kong Adapts to the Brave New World

    This document is part of our old archive. It was published on 2006-07-20.You can download it here: HongKongAdaptstotheBraveNewWorld.pdf

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    Gavekal Research

    Tech Sell-Off Survivors - US Equity Strategy Report

    This document is part of our old archive. It was published on 2006-08-13.You can download it here: TechSell-OffSurvivors-USEquityStrategyReport.pdf

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    Gavekal Research

    Do Profits Return to the Mean?

    This document is part of our old archive. It was published on 2006-07-07.You can download it here: DoProfitsReturntotheMean.pdf

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    Gavekal Research

    A Shaky Second Pillar - A US Consumer of Last Resort

    This document is part of our old archive. It was published on 2006-06-13.You can download it here: AShakySecondPillar-AUSConsumerofLastResort.pdf

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    Gavekal Research

    Why Is the Fed Talking Down the US$?

    This document is part of our old archive. It was published on 2006-05-15.You can download it here: WhyIstheFedTalkingDowntheUS$.pdf

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    Gavekal Research

    US Equity Strategy Report: Should We Buy Integrated Oil Stocks

    This document is part of our old archive. It was published on 2006-04-08.You can download it here: USEquityStrategyReportShouldWeBuyIntegratedOilStocks.pdf

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    Gavekal Research

    Monthly Indicator Review, August

    This document is part of our old archive. It was published on 2004-08-05.You can download it here: MonthlyIndicatorReview,August.pdf

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    Gavekal Research

    US Equity Strategy Report: Drug Companies

    This document is part of our old archive. It was published on 2006-01-27.You can download it here: USEquityStrategyReportDrugCompanies.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book - 3Q05 - What Are Markets Afraid Of?

    This document is part of our old archive. It was published on 2005-06-10.You can download it here: QuarterlyStrategyChartBook-3Q05-WhatAreMarketsAfraidOf.pdf

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