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

1 Aug 2024 02:00 PM in Beijing Seminar

Beijing Seminar

Arthur Kroeber, Andrew Batson, Ernan Cui, Kai Xian Tan, Thomas Gatley, Tom Miller, Xiaoxi Zhang
You and your colleagues are cordially invited to our upcoming seminar in Beijing at which Gavekal Partner and Head of Research Arthur Kroeber, US Analyst Tan Kai Xian and Senior Analyst Tom Miller will present their views on the global investment environment. Partner and China Research Director Andrew Batson will update attendees on the Chinese market and then moderate a panel consisting of China Strategist Thomas Gatley, Consumer Analyst Ernan Cui and Financial Analyst Xiaoxi Zhang as they discuss various sectors of the Chinese economy.

Schedule:

13:40 - Venue opens for registration.

14:00–15:15 - The US and global investment environment.
With Arthur Kroeber, Tan Kai Xian and Tom Miller.

15:15–15:30 - Coffee break.

15:30–16:45 - China after the Third Plenum.
With Andrew Batson, Thomas Gatley, Ernan Cui and Xiaoxi Zhang.
Event Signup
Meeting Room I, 3F, Conrad Hotel, 29 North Dongsanhuan Road, Beijing
16 Sep 2024 08:30 AM in CET Seminar

Zurich Seminar

Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our upcoming seminar in Zurich with Gavekal co-founder and CEO Louis-Vincent Gave and Europe analyst Cedric Gemehl. The speakers will discuss the global investment outlook and will provide an update on European markets. Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
Zunfthaus Zur Zimmerleuten, Limmatquai 40, Zurich
17 Sep 2024 08:30 AM in CET Seminar

Milan Seminar

Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our Seminar in Milan on Tuesday September 17 with Gavekal co-founder and CEO Louis-Vincent Gave and European analyst Cedric Gemehl.
The speakers will discuss the global investment outlook and provide an update on European market. Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
NH Collection Milano President, Largo Augusto 10, 20121 Milan
18 Sep 2024 08:30 AM in CET Seminar

Stockholm Seminar

Anatole Kaletsky, Louis Gave
You and your colleagues are cordially invited to our Seminar in Stockholm on Wednesday September 18 with Gavekal co-founder/CEO Louis-Vincent Gave and co-founder/Chief Economist Anatole Kaletsky. 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
20 Sep 2024 08:30 AM in CET Seminar

Geneva Seminar

Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our upcoming seminar in Geneva with Gavekal co-founder and CEO Louis-Vincent Gave and Europe analyst Cedric Gemehl. The speakers will discuss the global investment outlook and will provide an update on European markets. Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
Hôtel Métropole
Quai du Général-Guisan 34, 1204 Geneva, Switzerland
25 Sep 2024 12:00 PM in GMT Seminar

London Conference

Charles Gave, Anatole Kaletsky, Louis Gave, Arthur Kroeber
We look forward to a thought-provoking afternoon where, in a series of panels, Gavekal’s senior partners and analysts will discuss themes that include:

• Global growth and inflation prospects—how central banks are responding to an increasingly uncertain world order.
• The widening impact of the US-China rivalry and new opportunities being created in emerging markets.
• How the global investment environment will change as the result of major elections in the US, Europe and major EM economies.

There will be a light buffet lunch from 12:00, with the main presentations starting at 13:00.

More details will follow.
Event Signup
Chartered Accountants' Hall, One Moorgate Place, London EC2R 6EA

Past events

Webinar: Setting The Agenda For China's Plenum
Webinar
12 Jul 2024

Webinar: Setting The Agenda For China's Plenum

Andrew Batson, Thomas Gatley, Tilly Zhang
China's Communist Party is gearing up to hold its Third Plenum later this month, an event where top leader Xi Jinping will have a platform to articulate and possibly revise his vision for the economy. With domestic consumers in the doldrums, and trade tensions escalating, is a course correction for China coming? In this webinar our team of China experts explained what to expect, and not to expect, from this high-level conclave.
Event Content
Webinar: France On The Brink?
Webinar
28 Jun 2024

Webinar: France On The Brink?

Louis-Vincent Gave, Cedric Gemehl, Charles Gave
France goes to the polls this weekend in the first of two elections to choose a new national assembly. Voters are being offered starkly different visions of the way the country should be governed, and a lot is at stake for investors who have provided generous funding over the years to the French government. In this webinar, our French experts assess the race and offer an analysis of what different outcomes could mean for the pricing of French assets and those across the eurozone.
Event Content
Webinar: Will The Real India Please Stand Up?
Webinar
13 Jun 2024

Webinar: Will The Real India Please Stand Up?

Tom Miller, Udith Sikand
Indian prime minister Narendra Modi will get a third consecutive term in office, but his policy agenda is set to be constrained by the pressures of running a coalition government. Investors are worried that a hitherto pro-business government will become more captive to labor interests.
Event Content

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