Upcoming events
15 Apr 2026 05:30 PM
Seminar
Washington DC Seminar
Anatole Kaletsky, Arthur Kroeber, Laila Khawaja
You are cordially invited to our upcoming seminar in Washington, DC on Wednesday, April 15.
The seminar will feature Gavekal Co-Founder & Chief Economist Anatole Kaletsky, Founder of Gavekal Dragonomics Arthur Kroeber and Gavekal Technologies Research Director Laila Khawaja.
Anatole will share his perspectives on the global investment and economic outlook. Next, Arthur Kroeber and Laila Khawaja will discuss the current state of China’s economy and the evolving US-China technology rivalry.
We invite attendees to join us from 17:30–18:00 for a welcome drink ahead of the presentations, which will begin at 18:00.
We look forward to welcoming you to an evening of insights and discussion.
Event Signup
The seminar will feature Gavekal Co-Founder & Chief Economist Anatole Kaletsky, Founder of Gavekal Dragonomics Arthur Kroeber and Gavekal Technologies Research Director Laila Khawaja.
Anatole will share his perspectives on the global investment and economic outlook. Next, Arthur Kroeber and Laila Khawaja will discuss the current state of China’s economy and the evolving US-China technology rivalry.
We invite attendees to join us from 17:30–18:00 for a welcome drink ahead of the presentations, which will begin at 18:00.
We look forward to welcoming you to an evening of insights and discussion.
22 Apr 2026 02:00 PM
Seminar
Beijing Conference
Anatole Kaletsky, Louis Gave, Arthur Kroeber, Andrew Batson, Ernan Cui, Laila Khawaja, Tilly Zhang, Will Denyer
Our next conference in Beijing will feature a series of panel discussions at which Gavekal senior partners and analysts will discuss the big macro themes influencing global and China markets. They will discuss the impact of the Iran war, how China balances growth and industrial-policy, and China’s tech industries.
Program:
13:40–13:50
Registration
13:50–14:00
Welcome from a Gavekal partner
14:00–14:50
Panel One: Impact of the Iran war on the global economy and markets
Panelists: Louis-Vincent Gave, Anatole Kaletsky and Will Denyer
Moderator: Arthur Kroeber
14:50–15:10
Coffee break
15:10–16:00
Panel Two: How China is balancing its growth and industrial-policy agendas
Panelists: Ernan Cui & Tilly Zhang
Moderator: Andrew Batson
16:00–16:50
Panel Three: The future of China's tech industries and competition with the US
Panelists: Arthur Kroeber & Laila Khawaja
Moderator: Louis-Vincent Gave
16:50–18:00
Drinks reception to continue the discussion
Event Signup
Program:
13:40–13:50
Registration
13:50–14:00
Welcome from a Gavekal partner
14:00–14:50
Panel One: Impact of the Iran war on the global economy and markets
Panelists: Louis-Vincent Gave, Anatole Kaletsky and Will Denyer
Moderator: Arthur Kroeber
14:50–15:10
Coffee break
15:10–16:00
Panel Two: How China is balancing its growth and industrial-policy agendas
Panelists: Ernan Cui & Tilly Zhang
Moderator: Andrew Batson
16:00–16:50
Panel Three: The future of China's tech industries and competition with the US
Panelists: Arthur Kroeber & Laila Khawaja
Moderator: Louis-Vincent Gave
16:50–18:00
Drinks reception to continue the discussion
19 May 2026 08:30 AM
Seminar
Stockholm Seminar
Anatole Kaletsky, Louis Gave
You and your colleagues are cordially invited to our seminar in Stockholm, on Tuesday May 19 with Gavekal Co-Founder/CEO Louis-Vincent Gave and Co-Founder/Chief Economist Anatole Kaletsky.
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Event Signup
The speakers will share their perspectives on the global investment and economic outlook.
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm
Past events
Webinar
26 Mar 2026
Webinar: Second-Order Effects
Tom Holland, Tan Kai Xian, Cedric Gemehl, Udith Sikand
The economic fallout from the war in Iran is broadening as disrupted energy markets drive oil and gas prices higher and leave policymakers with difficult dilemmas if they are to avoid a 1970s stagflationary cycle from unfolding. Our panel considers the latest developments on the ground in the Persian Gulf and assesses what this means for the US, Europe and emerging economies.
Event Content
Webinar
10 Mar 2026
Webinar: The War And Markets
Charles Gave, Louis-Vincent Gave, Arthur Kroeber
Since the US and Israel launched decapitation strikes against Iran’s leadership and oil and gas infrastructure has been targets of attacks, global markets have been rocked by uncertainty over how long Middle East energy supplies will be disrupted. Our panel assess the latest geopolitical situation and aims to map a path on what comes next for markets.
Event Content
Webinar
27 Feb 2026
Webinar: China Sets The Agenda
Christopher Beddor, Wei He, Ernan Cui, Thomas Gatley
At the beginning of March, China’s government will announce its economic agenda and budget for 2026, as well as its next five-year plan. The leadership is sounding confident, with some reason, but there are many questions on policy. Exports are booming and industrial upgrading is proceeding, but the anti-involution campaign is scrambling incentives. Fiscal and monetary stimulus is cautious, even though growth has been slowing. Officials are talking up their plans to boost consumption, but household sentiment is still weak. In this webinar, our China team assess these and other issues, and explain what to expect from China macro and markets in 2026.
Event Content