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

20 Feb 2025 10:00 AM in New York Webinar

Is China Turning The Corner?

Andrew Batson, Thomas Gatley, Tilly Zhang, Xiaoxi Zhang
Technological optimism seems to be doing what macroeconomic policy could not: change foreign investors’ minds about China. Last September, the China’s government promised a shift to stronger countercyclical policies to get out of a deflationary spiral, but since then execution has been somewhat inconsistent and market confidence is lacking. Some green shoots of economic recovery have emerged, with consumer spending picking up recently. But the nascent rebound in the property market is at risk of stalling out amid a policy vacuum. And signals of greater comity between US President Donald Trump and China’s top leader Xi Jinping have not prevented the escalation of US tariffs on China. Amid all this noise, Chinese companies’ demonstration of real technological advancements in artificial intelligence and electric vehicles has captured imagination of investors. On this webinar, our China team will assess the conflicting signals for the outlook for 2025.
8 Apr 2025 09:00 AM Seminar

Madrid Seminar

Pierre Gave, Cedric Gemehl
You and your colleagues are cordially invited to our upcoming seminar in Madrid on Tuesday, April 8 with Gavekal partner Pierre Gave, European economist Cedric Gemehl.

They will discuss the global investment outlook, trade war, 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
Madrid
Hotel InterContinental Madrid, Paseo de la Castellana 49, Madrid 28046

Past events

Webinar: The Future Of AI After DeepSeek
Webinar
7 Feb 2025

Webinar: The Future Of AI After DeepSeek

Louis-Vincent Gave, Will Denyer, Tilly Zhang
DeepSeek stunned the world with the release of two new AI models with performance comparable to models from the US market leaders, but which the Chinese company developed at a fraction of the cost and with less powerful chips. Tilly Zhang, Gavekal’s technology analyst, founding partner Louis-Vincent Gave and US economist Will Denyer assessed the extent of DeepSeek’s achievement and examined what it means for China’s AI development, US export controls, and the future of the US tech stock bull market.
Event Content
Webinar: The Trump Agenda
Webinar
24 Jan 2025

Webinar: The Trump Agenda

Anatole Kaletsky, Yanmei Xie, Will Denyer, Thomas Gatley
All eyes were on the White House after Donald Trump’s inauguration on Monday to see the initial flurry of executive orders that may indicate his governing priorities. Would he pursuse a maximalist trade-protection agenda, or invite allies and rivals alike to the bargaining table? Would he move quickly towards mass deportations of Illegal immigrants or be more surgical in his approach? Our team sat down to unpack the flurry of news from Trump's first days in office.
Event Content
Webinar: Can Crypto Continue Its Charge?
Webinar
8 Jan 2025

Webinar: Can Crypto Continue Its Charge?

Louis-Vincent Gave, Charles Gave, Didier Darcet
Crypto-currencies had a stellar 2024, with a particularly strong run after Donald Trump’s win in the November election. The president-elect has appointed crypto enthusiasts to his cabinet and mused on adopting a Strategic Bitcoin Reserve. Our panel looked at both structural factors like the prospect of mass crypto adoption and more pressing cyclical issues such as how the vertiginously positioned asset class handles a likely more challenging liquidity environment in 2025.
Event Content

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