Gavekal

China may be trying to carve out a niche for the yuan as a "regional trade currency" , thinks GaveKal Dragonomics, a consultancy.

The conventional wisdom on Wall Street yesterday appeared to be 'no, ' but the team at GaveKal Research isn't quite so sure.

So far analysts at GaveKal believe the system has not come under too much strain.

Arthur Kroeber of GaveKal-Dragonomics, a consultancy, thinks China will get within a "reasonable range" of its 20% goal.

GaveKal, an economic consultancy, says electricity price controls have led to energy shortages.

Arthur Kroeber, managing director of Gavekal Dragonomics, an economic consultancy, has an explanation.

The same trick could work again, analysts at Gavekal Research figure.

In March Arthur Kroeber of GaveKal Dragonomics, a consultancy, declared the "end of surplus labour" in China.

Last week, Gavekal Dragonomics, a research firm, forecast that export growth in China would reduce to just 9 per cent next year.

The yen's strength is 'perplexing, ' says Pierre Gave, head of research at GaveKal, a Hong Kong-based analysis and investment firm.

'This short timeline raises the question of whether these events could all be linked, ' GaveKal writes:

Ms. Holcombe is editor of research at GaveKal, a Hong Kong-based financial services company.