Events

At Gavekal we like to say that most of our best ideas come from our clients. Live interaction with research staff is a core benefit of a Gavekal subscription. We run webinars regularly, and live seminars in major financial centers several times a year. Recordings of all events are available on our website.

Upcoming events

23 Apr 2025 05:45 PM Seminar

Washington, DC Seminar

Anatole Kaletsky, Arthur Kroeber, Laila Khawaja
You are cordially invited to our upcoming seminar in Washington, DC on April 23rd. Gavekal Co-Founder & Chief Economist Anatole Kaletsky and Partner & Head of Research Arthur Kroeber will discuss the global investment outlook. Laila Khawaja, research director of our new Gavekal Technologies service, will discuss the US-China technology rivalry and the impact of tariff battles. 

We invite attendees for a welcome drink and hors d'oeuvres ahead of the presentations which will commence at 18:30.
Event Signup
Washington DC
The Fairmont Hotel, 2401 M St NW, Washington, DC
28 Apr 2025 08:00 AM Breakfast/Lunch

Miami Breakfast

Anatole Kaletsky, Laila Khawaja
You are cordially invited to our upcoming breakfast in Miami on April 28th, co-sponsored by the CFA Society of South Florida.

Gavekal Co-Founder & Chief Economist Anatole Kaletsky will discuss the global investment outlook. Laila Khawaja, Research Director of our new Gavekal Technologies service, will discuss the US-China technology rivalry and the impact of tariff battles.
Event Signup
Miami
JW Marriott Marquis, 255 Biscayne Blvd Way
3 Jun 2025 08:30 AM Seminar

Stockholm Seminar

Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our Seminar in Stockholm on Tuesday June 3rd with Gavekal co-founder/CEO Louis-Vincent Gave and European Economist Cedric Gemehl. The speakers will discuss the global investment outlook. Coffee will be served from 8:30 and the presentations will start at 9:00.
Event Signup
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm

Past events

Webinar: Understanding The US-China Trade War
Webinar
18 Apr 2025

Webinar: Understanding The US-China Trade War

Arthur Kroeber, Andrew Batson, Thomas Gatley
A week of tariff chaos has left the US and China locked in an all-out trade war, with tariffs in both directions now over 100%. The two sides have dug in to maximalist positions, which spells bad news for both economies, and for global trade. Arthur Kroeber, Andrew Batson and Thomas Gatley discuss the economic, political and financial dimensions of this unprecedented crisis.
Event Content
Webinar: After Tariff 'Liberation Day'
Webinar
3 Apr 2025

Webinar: After Tariff 'Liberation Day'

Arthur Kroeber, Thomas Gatley, Will Denyer, Udith Sikand
If all of Donald Trump's announced “reciprocal” tariffs go into effect on April 9, the effective levy on US imports will zoom up to over 25%, the highest since the early 1900s and an increase of nearly 20pp from the current level. The big question now is whether the rest of the world will bargain for lower rates, or accept high US tariffs as the new normal and adjust around them. Our team of country economists convened to analyze Wednesday's announcements and discuss what this all means for the global macro situation and for specific regions.
Event Content
Webinar: Good But Not Great In India
Webinar
19 Mar 2025

Webinar: Good But Not Great In India

Udith Sikand, Tom Miller
Having been stuck in a funk over the last year, India’s economy is showing signs of perking up. Yet investors continue to fret about the effects of US tariffs and increasingly see better opportunities in China’s cheaper equity market. In this webinar, Udith and Tom seek to disentangle these factors and offer views on whether this is the time to be playing India.
Event Content

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