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Autumn Sonata

Archive Report ·David Roche ·02 Aug 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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China - the Plenum

Strategy Report ·David Roche ·22 Jul 2024

The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing.  Report follows.

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Taiwan - Operation Sword...And So To Bed 28.05.

Archive Report ·David Roche ·28 May 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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China Real Estate - No Bazooka

Archive Report ·David Roche ·17 May 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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3 In 1

Archive Report ·David Roche ·13 May 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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The Global Manuservices Economy - Investment Themes

Archive Report ·David Roche ·15 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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China Twin Meetings

Archive Report ·David Roche ·06 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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China's 'Twin Meetings' - The Big Flop

Archive Report ·David Roche ·06 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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