Upcoming events
25 Sep 2025 04:30 PM
Seminar
Hong Kong Seminar
Louis Gave, Christopher Beddor, Will Denyer
You and your colleagues are cordially invited to our upcoming seminar in Hong Kong with Gavekal CEO Louis Gave, Chief US Economist Will Denyer, and Deputy China Research Director Chris Beddor. Louis will present on the evolving global macro landscape and the major themes affecting global markets, with Will and Chris covering the US and Chinese economies and markets, respectively.
Please note that presentations will begin promptly at 4:30 PM and last approximately two hours, including a Q&A session. Other Gavekal analysts will be present, and guests are invited to stay for drinks and discussion afterward.
Speakers: Louis Gave, Will Denyer, Chris Beddor
Schedule:
4:15pm - Arrival of guests, coffee and drinks
4:30pm - Presentations, followed by Q&A
6:30pm - Drinks and Dinner
Event Signup
Please note that presentations will begin promptly at 4:30 PM and last approximately two hours, including a Q&A session. Other Gavekal analysts will be present, and guests are invited to stay for drinks and discussion afterward.
Speakers: Louis Gave, Will Denyer, Chris Beddor
Schedule:
4:15pm - Arrival of guests, coffee and drinks
4:30pm - Presentations, followed by Q&A
6:30pm - Drinks and Dinner
The American Club, Exchange Square
The American Club, Floor 48, Two Exchange Square, Central, Hong Kong
6 Oct 2025 02:00 PM
Seminar
Paris Seminar
Anatole Kaletsky, Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our seminar in Paris on Monday, October 6, with Gavekal Co-Founder/CEO Louis-Vincent Gave, Founding Partner & Chief Economist Anatole Kaletsky and Europe analyst Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on the European market.
Event Signup
The speakers will discuss the global investment outlook and provide an update on the European market.
15 Oct 2025 05:30 PM
Seminar
Washington, DC Seminar
Anatole Kaletsky, Louis Gave, Arthur Kroeber, Laila Khawaja
You are cordially invited to join our upcoming seminar in Washington, DC, on Wednesday, October 15.
We invite attendees to join us at 17:30-18:00 for a welcome drink and hors d’oeuvres ahead of the presentations, which will begin at 18:00.
The program will open with Gavekal Co-Founder & CEO Louis-Vincent Gave and Co-Founder & Chief Economist Anatole Kaletsky, who will share their perspectives on the global investment and economic outlook.
The following segment will feature Head of Research for Gavekal Arthur Kroeber and Research Director of Gavekal Technologies Laila Khawaja. Together, they will discuss the current state of China’s economy and the evolving US-China technology rivalry.
We look forward to welcoming you to an evening of insights and discussion.
Event Signup
We invite attendees to join us at 17:30-18:00 for a welcome drink and hors d’oeuvres ahead of the presentations, which will begin at 18:00.
The program will open with Gavekal Co-Founder & CEO Louis-Vincent Gave and Co-Founder & Chief Economist Anatole Kaletsky, who will share their perspectives on the global investment and economic outlook.
The following segment will feature Head of Research for Gavekal Arthur Kroeber and Research Director of Gavekal Technologies Laila Khawaja. Together, they will discuss the current state of China’s economy and the evolving US-China technology rivalry.
We look forward to welcoming you to an evening of insights and discussion.
21 Oct 2025 12:00 PM
Seminar
London Conference
Charles Gave, Anatole Kaletsky, Louis Gave, Arthur Kroeber, Cedric Gemehl, Christopher Beddor, Didier Darcet, Laila Khawaja, Tom Miller, Will Denyer
Our next Gavekal London Conference will feature a series of panel discussions where Gavekal senior partners and analysts will discuss the big macro themes influencing global markets, including:
• The end of US exceptionalism?
• Trade and technology wars
• China and emerging markets
• Portfolio construction and investment strategy
There will be a light buffet lunch from 12:00, with the main presentations starting at 12:45 and closing at 17:00.
Event Signup
• The end of US exceptionalism?
• Trade and technology wars
• China and emerging markets
• Portfolio construction and investment strategy
There will be a light buffet lunch from 12:00, with the main presentations starting at 12:45 and closing at 17:00.
23 Oct 2025 08:30 AM
Seminar
Milan Seminar
Louis Gave, Will Denyer
You and your colleagues are cordially invited to our seminar in Milan on Thursday, October 23, with Gavekal Co-Founder/CEO Louis-Vincent Gave and Partner/Chief US Economist Will Denyer.
The speakers will discuss the global investment outlook and provide an update on US market.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
The speakers will discuss the global investment outlook and provide an update on US market.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Milan
NH Collection Milano Touring, Via Iginio Ugo Tarchetti, 2, Milano, IT 20121
27 Oct 2025 04:00 PM
Seminar
Singapore Seminar
Louis Gave, Arthur Kroeber
You and your colleagues are cordially invited to our upcoming seminar in Singapore with Gavekal co-founder and CEO Louis-Vincent Gave and Founder of Dragonomics and Head of Research Arthur Kroeber. The speakers will discuss the global investment outlook and provide an update on China's economy and markets.
Schedule:
4:00pm - 4:30pm - Guest arrival. Snacks and drinks to be provided
4:30pm - Global macro outlook by Louis-Vincent Gave
5:15pm - China economy and markets by Arthur Kroeber
6:00pm - Q&A
6:30pm - Drinks and refreshments
Event Signup
Schedule:
4:00pm - 4:30pm - Guest arrival. Snacks and drinks to be provided
4:30pm - Global macro outlook by Louis-Vincent Gave
5:15pm - China economy and markets by Arthur Kroeber
6:00pm - Q&A
6:30pm - Drinks and refreshments
Singapore
Tower Club, Atlantic Dining Room, 9 Raffles Place, Penthouse 62nd - 64th Floor, Republic Plaza 1, Singapore 048619
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
Webinar
19 Sep 2025
Webinar: Nvidia, TikTok And The US-China Tech Competition
Arthur Kroeber, Laila Khawaja
Laila Khawaja joins Arthur Kroeber in a conversation about the many facets of the growing US-China technology rivalry. Topics include the question of who is winning the AI race, the politics of Nvidia's chip sales in China, the significance of the deal apparently struck this week to sell TikTok to US owners, and whether Trump and Xi can forge a bigger trade and tech agreement later this fall.
Event Content
Webinar
12 Sep 2025
Webinar: The US Inflection Point
Arthur Kroeber, Will Denyer, Anatole Kaletsky
The US economy looks to be at an inflection point with the labor market softening and upward price pressures fading. Unnerved by tariffs early this year, investors seem persuaded that they will not spark a rapid spike in inflation. All the while, the future of the Federal Reserve as an independent institution is in play. Our panel pick through these key topics that are likely to dictate market action in the coming weeks.
Event Content
Webinar
11 Jul 2025
Webinar: Gimcrack Goldilocks Or The Real Thing?
Arthur Kroeber, Will Denyer, Tan Kai Xian
So far in 2025, the US economy has defied all the worst-case forecasts of looming stagflation. In this Gavekal webinar, US economists Will Denyer and Tan Kai Xian assess the strength and depth of this apparent Goldilocks dynamic, consider the impact of the newly passed Big Beautiful Bill on the US budget, and discuss the implications for financial markets. Gavekal head of research Arthur Kroeber offers updates on the tariff war latest.
Event Content