Upcoming events
25 Apr 2024 04:00 PM in Hong Kong
Webinar
Into The Upswing
Cedric Gemehl, Udith Sikand, Wei He, Will Denyer
Defying the pervasive gloom of just a few months ago, the signs are that growth across much of the global economy is turning up, with robust external demand even helping to support China’s growth despite the slump in the domestic property market. In our upcoming webinar for the Asian and European time zones, Gavekal’s analysts will review the themes driving growth across the world’s major economic regions, and discuss how macro developments are likely to drive financial markets over the remainder of 2024.
7 May 2024 08:30 AM in New York
Seminar
New York Seminar
Thomas Gatley, Will Denyer
You and your colleagues are cordially invited to our upcoming in-person seminar in New York on Tuesday, May 7, with Gavekal US Economist Will Denyer and China Strategist Thomas Gatley.
Will Denyer will discuss the monetary policy and market implications of the US inflation reacceleration. Thomas Gatley will explain why Chinese policy settings create a structural headwind against the kind of reflationary impulse necessary to turn China’s 1Q24 mini-rally into something more sustainable.
A breakfast buffet will be offered.
Event Signup
Will Denyer will discuss the monetary policy and market implications of the US inflation reacceleration. Thomas Gatley will explain why Chinese policy settings create a structural headwind against the kind of reflationary impulse necessary to turn China’s 1Q24 mini-rally into something more sustainable.
A breakfast buffet will be offered.
Harvard Club of New York City
35 West 44th Street (between 5th and 6th Avenue), New York, USA
Past events
Webinar
18 Apr 2024
Webinar: Forward To The 1970s? Investing For An Inflationary Age
Louis-Vincent Gave, Charles Gave, Anatole Kaletsky
With inflation reaccelerating in the US, energy prices rising and escalating conflict in the Middle East, 2024 is beginning to feel uncomfortably reminiscent of the early 1970s. In this webinar, Gavekal’s founding partners examine how investors have mispriced the risk of permanently higher inflation, and discuss how to structure portfolios for a less forgiving macro environment in which bonds no longer serve to hedge exposure to equities.
Event Content
Webinar
4 Apr 2024
Webinar: The Coming Age Of Protectionism
Thomas Gatley, Yanmei Xie, Tom Miller
This webinar examines the probable extent of anti-China protectionism around the world, assesses the consequences for China's manufacturing industries and growth outlook, and gauges the risk to other economies of Chinese retaliation.
Event Content
Webinar
22 Mar 2024
Webinar: Animal Spirits In The Emerging Markets
Udith Sikand, Thomas Gatley, Arthur Kroeber
While US tech stocks have been getting all the publicity, capital has quietly been flowing into emerging market investments over recent months. To gauge market prospects over the rest of 2024, Udith Sikand examined the macroeconomic outlook for the major emerging markets ex-China, while Thomas Gatley assessed the chances of a revival of animal spirits in the Middle Kingdom.
Event Content