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 | Welcome to the GaveKal Forum
| | Welcome to the GaveKal Forum, where we discuss various investment topics amongst ourselves and with our clients. Please click this thread for posting guidelines and help. |
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Pierre Gave / Pierre Gave
11/18/2004 6:47 PM |
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| Asia consumption
| | Questions to better understand the Asia consumption story. |
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Siamc / Siamc
Today 2:51 AM |
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| GaveKal Dragonomics China Real Estate Quarterly - A Decisive Turning Point in Housing
| | For reference, please check here. |
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Arthur Kroeber / Arthur Kroeber
7/26/2010 9:21 AM |
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| US energy dependency
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Rob Hawcroft / Rob Hawcroft
7/24/2010 5:31 AM |
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| Question on the Daily from July 16th
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gjyoung12 / gjyoung12
7/16/2010 7:31 PM |
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| Is China's loal debt motal?
| | China's local debt burden reportedly increased a lot. How are the real risks regarding this fact? |
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Terry / Rob Hawcroft
7/14/2010 6:21 AM |
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| Further quantitative easing from the FED
| | Comment on July 13, 2010 Daily |
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David Einhorn / Rob Hawcroft
7/14/2010 6:20 AM |
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| Estimating the size of the US debt deflation
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Rob Hawcroft / Rob Hawcroft
7/2/2010 4:47 AM |
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| The Obama cardinal sin counter
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Rob Hawcroft / Rob Hawcroft
7/1/2010 6:06 AM |
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| Chinese railroad financing
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pierrer / pierrer
6/27/2010 4:37 PM |
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| Good As Gold
View Page : 1 2 3
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Rob Hawcroft / Rob Hawcroft
6/18/2010 11:42 PM |
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| Understanding the Fed Balance Sheet and monetary policy
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A Charles Fan / A Charles Fan
6/4/2010 4:54 AM |
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| Question: where are currency reserves actually held.
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Rob Hawcroft / Rob Hawcroft
6/4/2010 2:59 AM |
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| Wage rises the the RMB
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Rob Hawcroft / Rob Hawcroft
5/20/2010 6:42 PM |
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| The West adopts emerging market economic dynamics
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Rob Hawcroft / Rob Hawcroft
5/13/2010 11:07 PM |
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| Mexico
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JLR / JLR
5/12/2010 1:47 AM |
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| Spanish economy & Spain's major banks
| | Since the whole world is regarding Spain as the elephant in the room for the Euro and Europe it makes me wonder why Spanish banks have been able to outperform as of late. Should we take not? |
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JLR / JLR
5/12/2010 1:26 AM |
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| The effects of massive QE in a debt deflation
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Rob Hawcroft / Rob Hawcroft
5/7/2010 1:13 AM |
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| Hong Kong Seminar, April 2010 - Part 3/4: Arthur Kroeber
| | Arthur Kroeber, head of China research for GaveKal-Dragonomics, points out that the seemingly endless supply of young, cheap labor in China over the last decade is coming to end. This has important implications for China's economic structure, wages, inflation concerns, trade flows, and the investment environment. |
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Anonymous Client / Anonymous Client
5/5/2010 8:46 PM |
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|  Beware of the Output Gap?
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Anatole Kaletsky / Anatole Kaletsky
5/3/2010 5:03 PM |
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| politics
| | reaction to this morning checking the boxes |
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achilles / achilles
4/22/2010 11:55 PM |
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| Goldman and The West's Comparative Advantage
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Forum Admin / Forum Admin
4/21/2010 9:09 PM |
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| Goldman and the West's Comparative Advantage
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Forum Admin / Forum Admin
4/21/2010 9:07 PM |
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| Greece
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Francois Xavier Chauchat / Francois Xavier Chauchat
4/21/2010 9:04 PM |
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| China debt ratios
| | Does anyone have the most recent numbers? |
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E / Arthur Kroeber
2/19/2010 8:29 PM |
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| The Question Europe Needs to Answer
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STEVENS / Louis Gave
2/8/2010 4:55 PM |
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