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    Gavekal Research

    Low-income households spend most of what they earn

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    Gavekal Research

    China's lower-income households are not big drivers of spending

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    Gavekal Research

    The middle class is now the major driver of consumption growth

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    Gavekal Research

    With employers suffering, household income growth will keep slowing

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    Gavekal Research

    Property sales and prices fell back again in early 2015

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    Gavekal Research

    Chart � housing update - mortgages

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    Gavekal Dragonomics

    China Economic Quarterly Q4 1999 - Justice and debt recovery

    China Economic Quarterly Q4 1999: Justice and debt recovery

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1999-12-01.You can download it here: 0041_ceq1999q4_sec1_economy.pdf

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    Gavekal Research

    Debt recovery: the art of the impossible

    This document is part of our old archive. It was published on 1999-12-01.You can download it here: 0042_ceq1999q4_sec2_justice.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 1999-12-01.You can download it here: 0043_ceq1999q4_sec3_01stockmarket.pdf

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    Gavekal Research

    1999 Barton & Rupert awards

    This document is part of our old archive. It was published on 1999-12-01.You can download it here: 0044_ceq1999q4_sec3_02bartons.pdf

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    Gavekal Research

    Monkey King: Don St. Pierre

    This document is part of our old archive. It was published on 1999-12-01.You can download it here: 0045_ceq1999q4_sec3_03stpierre.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 1999-11-15.You can download it here: Quarterly_Strategy_Chart_Book_-_4Q99.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q3 1999 - China's place in the world economy

    China Economic Quarterly Q3 1999: China's place in the world economy

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1999-09-01.You can download it here: 0035_ceq1999q3_sec1_economy.pdf

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    Gavekal Research

    China's place in the world economy

    This document is part of our old archive. It was published on 1999-09-01.You can download it here: 0036_ceq1999q3_sec2_chinaworld.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 1999-09-01.You can download it here: 0037_ceq1999q3_sec3_01stockmarket.pdf

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    Gavekal Research

    Government reform report card

    This document is part of our old archive. It was published on 1999-09-01.You can download it here: 0038_ceq1999q3_sec3_02govtreform.pdf

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    Gavekal Research

    China on the internet

    This document is part of our old archive. It was published on 1999-09-01.You can download it here: 0039_ceq1999q3_sec3_03www.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 1999-08-15.You can download it here: Quarterly_Strategy_Chart_book_-_3Q99.PDF

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 1999-06-15.You can download it here: Quarterly_Strategy_Chart_Book_-_1Q99.PDF

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    Gavekal Dragonomics

    China Economic Quarterly Q2 1999 - How big is the private economy?

    China Economic Quarterly Q2 1999: How big is the private economy?

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1999-06-01.You can download it here: 0029_ceq1999q2_sec1_economy.pdf

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    Gavekal Research

    How big is the private economy?

    This document is part of our old archive. It was published on 1999-06-01.You can download it here: 0030_ceq1999q2_sec2_privateeconomy.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 1999-06-01.You can download it here: 0031_ceq1999q2_sec3_01stockmarket.pdf

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    Gavekal Research

    Smoke 'n' mirrors: China's FDI

    This document is part of our old archive. It was published on 1999-06-01.You can download it here: 0032_ceq1999q2_sec3_02fdi.pdf

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    Gavekal Research

    The WTO rainbow's pot of gold

    This document is part of our old archive. It was published on 1999-06-01.You can download it here: 0033_ceq1999q2_sec3_03wto.pdf

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    Gavekal Research

    Quarterly Strategy Chart Book

    This document is part of our old archive. It was published on 1999-05-11.You can download it here: Quarterly_Strategy_Chart_Book_-_2Q99.PDF

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    Gavekal Dragonomics

    China Economic Quarterly Q1 1999 - E-China

    China Economic Quarterly Q1 1999: E-China

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1999-03-01.You can download it here: 0023_ceq1999q1_sec1_economy.pdf

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    Gavekal Research

    Why the internet is unstoppable

    This document is part of our old archive. It was published on 1999-03-01.You can download it here: 0024_ceq1999q1_sec2_internet.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 1999-03-01.You can download it here: 0025_ceq1999q1_sec3_01stockmarket.pdf

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    Gavekal Research

    The looming A-share crisis

    This document is part of our old archive. It was published on 1999-03-01.You can download it here: 0026_ceq1999q1_sec3_02abomb.pdf

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    Gavekal Research

    China business Italian-style

    This document is part of our old archive. It was published on 1999-03-01.You can download it here: 0027_ceq1999q1_sec3_03italians.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q4 1998 - Human resource hell

    China Economic Quarterly Q4 1998: Human resource hell

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1998-12-01.You can download it here: 0017_ceq1998q4_sec1_economy.pdf

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    Gavekal Research

    Human resource hell

    This document is part of our old archive. It was published on 1998-12-01.You can download it here: 0018_ceq1998q4_sec2_humanresource.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 1998-12-01.You can download it here: 0019_ceq1998q4_sec3_01stockmarket.pdf

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    Gavekal Research

    Ten year's of bankruptcy law

    This document is part of our old archive. It was published on 1998-12-01.You can download it here: 0020_ceq1998q4_sec3_02bankruptcy.pdf

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    Gavekal Research

    Krugman loses the China plot

    This document is part of our old archive. It was published on 1998-12-01.You can download it here: 0021_ceq1998q4_sec3_03krugman.pdf

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    Gavekal Dragonomics

    China Economic Quarterly Q3 1998 - Finishing an expressway network

    China Economic Quarterly Q3 1998: Finishing an expressway network

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1998-09-01.You can download it here: 0011_ceq1998q3_sec1_economy.pdf

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    Gavekal Research

    Finishing an expressway network

    This document is part of our old archive. It was published on 1998-09-01.You can download it here: 0012_ceq1998q3_sec2_expressway.pdf

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    Gavekal Research

    China's stock markets

    This document is part of our old archive. It was published on 1998-09-01.You can download it here: 0013_ceq1998q3_sec3_01stockmarket.pdf

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    Gavekal Research

    Overdue for caning: Hong Kong real-estate developers

    This document is part of our old archive. It was published on 1998-09-01.You can download it here: 0014_ceq1998q3_sec3_02hkrealestate.pdf

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    Gavekal Dragonomics

    Review of CEQ economic forecasts

    This document is part of our old archive. It was published on 1998-09-01.You can download it here: 0015_ceq1998q3_sec3_03forecasts.pdf

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    Gavekal Research

    Theoretical Framework For The Analysis Of A Deflationary Boom

    The long debacle in Japan, followed by the collapse in the rest of Asia, has been widely covered by a number of excellent commentators. But even for the casual observer there is the strong feeling that the mechanics of the Asians bear markets have been totally different from those of the post World War II bear markets. The Japanese and the Asian problems have very little in common with the troubles experienced in the Keynesian, inflationary...

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    Gavekal Dragonomics

    China Economic Quarterly Q2 1998 - Government reform

    China Economic Quarterly Q2 1998: Government reform

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    Gavekal Research

    Economic overview

    This document is part of our old archive. It was published on 1998-06-01.You can download it here: 0007_ceq1998q2_sec1_economy.pdf

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    Gavekal Research

    Government reform

    This document is part of our old archive. It was published on 1998-06-01.You can download it here: 0008_ceq1998q2_sec2_governmentreform.pdf

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