Shanghai Seminar: May 10 — with Anatole Kaletsky, Arthur Kroeber and Lance Noble

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  • Tom Holland

    Tom joined Gavekal in 2014 from the South China Morning Post, where he wrote the newspaper’s flagship daily Monitor column covering business, finance and economics in Hong Kong, China and the wider world. Before joining the SCMP in 2005, Tom racked up 13 years’ experience as a business journalist working mainly in Europe and Asia for, among others, the Far Eastern Economic Review, the Wall Street Journal, and CNBC. He originally began his career as an exploration geologist, but when commodity prices collapsed the last time around, he was forced into journalism as the traditional refuge of the otherwise unemployable.

  • Tom Miller

    Tom writes about emerging markets, specializing in China and its role in the world. A former journalist, he has reported from a dozen countries in Asia. He has appeared in the Financial Times, Economist, New York Times, Washington Post ​and Wall Street Journal, and on the BBC, CNN and CNBC. Tom holds a first-class degree in English Literature from Oxford, a master's degree in Chinese Studies from the School of Oriental and African Studies in London, and spent two years studying Chinese at universities in Beijing. He is the author of two acclaimed books. His first, China’s Urban Billion: The Story Behind the Biggest Migration in Human History, was published in 2012 and translated into Chinese. His second, China’s Asian Dream: Empire Building Along the New Silk Road, was published in 2017. After 14 years in China, Tom now lives in Oxford.

  • Neil Newman

    Neil has over 30 years' experience in Cash Equities, Equity Derivatives, OTC Options and Convertible Bonds in Asia. He is originally from a Japan- focused market making background in the late 80's and early 90's. Having begun his career in London at a small Japanese stockbroker, Nippon Kangyo Kakumaru in 1983, he would in Japan 25 years later see the Nikkei 225 back at the same levels as when he started. Undaunted, he decided to go for another ride on the roller coaster. He has lived in Japan for a total of 17 years.

  • Joyce Poon

    After graduating in business economics from University of California, Los Angeles, Joyce joined the Audit department of KPMG in Hong Kong, where she specialized in providing assurance related services to commercial banks and retail investment funds. With five years experience in public accounting, she left to help setting up a private equity company, with responsibility for fund administration and operations. In January 2006, Joyce moved to Gavekal, where she oversees coverage of Asian economies and markets. She is a Certified Public Accountant in California (but we do not hold that against her) and a Chartered Financial Analyst. Joyce speaks English, Cantonese and Mandarin.

  • Simon Pritchard

    Simon is a financial journalist turned economic researcher. His particular interest is emerging- and frontier- markets which has been the focus of his work at hedge funds based in London and Hong Kong. He has worked as a reporter, columnist and editor for Media outlets that include Bloomberg and the South China Morning Post. At Gavekal, he oversees our Hong Kong-based research team and writes occasionally across a range of topics. He holds an honors degree in economics from Manchester Metropolitan University and is married with a young son.

  • Udith Sikand

    Udith Sikand joined Gavekal in 2013 as an analyst covering macro-economic and market developments in India and the major Southeast Asian economies. Previously, he worked with investment bank Keefe, Bruyette & Woods as an equity research associate covering Indian and South Korean banks. Prior to KBW, he worked as a research analyst with CreditSights covering Asian sovereigns and credit strategy. Udith holds an undergraduate degree in economics from SRCC, University of Delhi and a Masters degree in International Political Economy from the University of Warwick.

  • Dan Wang

    Dan Wang writes about technology. He was born in Yunnan, grew up in Canada (where he was a Royal Canadian Army Cadet), and moved to the United States before he finished high school. Dan has worked in technology companies—including one that experienced a liquidity event—in ecommerce, container shipping, and commodity data. He double-majored in philosophy and economics at the University of Rochester. Dan goes on expeditions of mushroom picking, which he considers an excellent source of lessons for risk/reward tradeoffs. He writes occasional essays on his personal site: