Upcoming events
5 Nov 2025 02:00 AM
Seminar
Beijing Seminar
Louis Gave, Arthur Kroeber, Ernan Cui, Tilly Zhang, Wei He, Xiaoxi Zhang
Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy. Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Finally, China Macro Economist Wei He, Consumer Analyst Ernan Cui, Technology Analyst Tilly Zhang and Finance Analyst Xiaoxi Zhang will present their views on the Chinese economy, policy and technology cross currents, and domestic demand.
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:50 — Louis-Vincent Gave on global strategy
14:50–15:40 — Arthur Kroeber on US-China relationship and geopolitical risks
15:40–16:00 — Coffee break
16:00–17:00 — Wei, Ernan, Tilly, Xiaoxi on China
17:00–17:15 — Q&A
Event Signup
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:50 — Louis-Vincent Gave on global strategy
14:50–15:40 — Arthur Kroeber on US-China relationship and geopolitical risks
15:40–16:00 — Coffee break
16:00–17:00 — Wei, Ernan, Tilly, Xiaoxi on China
17:00–17:15 — Q&A
Beijing
Tulip Meeting Room, 4F, InterContinental Sanlitun, No. 1 South Sanlitun Road, Chaoyang, Beijing
6 Nov 2025 10:00 AM in New York
Webinar
Assessing The US Boom
Kai Xian Tan, Will Denyer
How durable is the US’s artificial intelligence-driven boom and associated equity bubble? Will Denyer will seek to answer this question and suggest investing strategies. Kai Xian will cover three initiatives being pursued by the Trump administration—immigration control, reindustrialization and national security policy—and assess their investment implications.
11 Dec 2025 12:00 PM
Breakfast/Lunch
New York Seminar & Luncheon
Louis Gave, Arthur Kroeber
You are cordially invited to our upcoming luncheon seminar in New York on Thursday, December 11.
The program will feature a panel discussion with Gavekal Co-Founder and CEO Louis-Vincent Gave and Head of Research Arthur Kroeber. They will share their perspectives on the global investment and economic outlook, with a particular focus on China’s economy and the evolving US-China technology rivalry.
A seated lunch will be served at noon.
We look forward to welcoming you to an engaging discussion and exchange of ideas.
Event Signup
The program will feature a panel discussion with Gavekal Co-Founder and CEO Louis-Vincent Gave and Head of Research Arthur Kroeber. They will share their perspectives on the global investment and economic outlook, with a particular focus on China’s economy and the evolving US-China technology rivalry.
A seated lunch will be served at noon.
We look forward to welcoming you to an engaging discussion and exchange of ideas.
Past events
Seminar
31 Oct 2025
London Conference: October 2025
Research Team, Dragonomics Team
In Gavekal’s London conference last week, partners and analysts covered a wide range of topics across five panels: China and emerging markets; the potential end of US exceptionalism; a fireside chat with Charles Gave; trade and technology wars; and investment strategy.
Event Content
Webinar
24 Oct 2025
Webinar: China’s Macro And Market Disconnect
Andrew Batson, Thomas Gatley, Wei He
China's equity markets have gone on a renewed tear since July—just when its economic data started to soften. The disconnect between macro and markets has only widened since then, with local traders getting more excited and economists more concerned. Our China team assessed the changing landscape.
Event Content
Webinar
10 Oct 2025
Webinar: Dan Wang On China's Engineering State
Arthur Kroeber, Dan Wang
Dan Wang, who was Gavekal's technology analyst for six years, has just published an important book, Breakneck: China's Quest to Engineer the Future. He joins Gavekal head of research Arthur Kroeber in a conversation about China's technological progress and competition with the US, and argues that the engineering mindset of China's government is why the country has become the world's undisputed manufacturing superpower.
Event Content