RESEARCH
Gavekal Research
Gavekal Dragonomics
Gavekal-IS
Gavekal Technologies
Videos
AUTHORS
Gavekal Research
Louis-Vincent Gave
Charles Gave
Anatole Kaletsky
August Gudmundsson
Cedric Gemehl
Pierre Gave
Simon Pritchard
Tan Kai Xian
Tom Holland
Tom Miller
Udith Sikand
Will Denyer
Gavekal Dragonomics
Andrew Batson
Arthur Kroeber
Christopher Beddor
Ernan Cui
Thomas Gatley
Tilly Zhang
Wei He
Xiaoxi Zhang
Gavekal-IS
Didier Darcet
Gavekal Technologies
Arthur Kroeber
Laila Khawaja
Tom Hancock
REGIONS
America
China
Europe
Asia
DASHBOARD
Gavekal Dashboard
EVENTS
Login
Search results
Sort by:
Date
Relevance
10
20
50
100
items per page
Found 12988 results
Video: On The Ground And Upbeat In China
Tom Miller
/
Gavekal Research
|
14 Aug 2025
There is a difference between the typical story told about China in the West and the reality on the ground, says Tom, who just came back from a month-long visit. Tom lived in China from 2000 to 2015 and is impressed by the improvements made in recent years—despite several big policy errors—noting that the quality of life is approaching high-income-country status. On the flip side, the “anything goes” spirit that characterized the China of decades past, and encouraged people to take economic risks, has disappeared.
View
From Return OF Capital To Return ON Capital
Louis-Vincent Gave
/
Gavekal Research
|
14 Aug 2025
Any emerging market investor knows that, more often than not, the most money is made when the outlook for a given country goes from “truly atrocious” to “mediocre.” In such a transition, assets can massively rerate. Recently, Louis argues, international investors looking at China have gone from worrying about the return of capital to debating the return on capital.
View
Fade The CPI Rally
Will Denyer
/
Gavekal Research
|
13 Aug 2025
Equity investors clearly welcomed the US July CPI release on Tuesday, pushing US indexes to record highs. However, Will argues there are four reasons to fade the latest run-up in US equity markets.
View
Anti-Corruption Intensifies, Again
Christopher Beddor
/
Gavekal Dragonomics
|
13 Aug 2025
China’s anti-corruption campaign has been in high gear for more than a year, since investigations abruptly surged in mid-2024. Christopher argues that the economic damage from the stepped-up campaign is becoming more visible—but new investigations hit a fresh high in Q2, and the central leadership has given no hint it wants to dial back the campaign to previous levels.
View
Building On Eurozone Construction
August Gudmundsson
/
Gavekal Research
|
12 Aug 2025
After a long slump, the eurozone’s construction sector is finally showing signs of a turnaround. So far, activity is uneven. But there are reasons to believe activity in Germany is poised to bottom out in the coming quarters, laying the foundations for a eurozone-wide sectoral recovery, and potentially signaling a broader economic upturn.
View
The Power Of Politics
Laila Khawaja
,
Arthur Kroeber
,
Tilly Zhang
,
Wei He
,
Tom Hancock
/
Gavekal Research
|
11 Aug 2025
In this edition of Gavekal Technologies Briefing we explore the many forces at work trying to influence US-China talks on export controls, the risks to China’s booming pharmaceutical sector from security rules in Washington, and Beijing’s political campaign to undo the excess capacity in solar energy gear that a previous political campaign created.
View
The Power Of Politics
Laila Khawaja
,
Arthur Kroeber
,
Tilly Zhang
,
Wei He
,
Tom Hancock
/
Gavekal Technologies, Chips
|
11 Aug 2025
In this edition of Gavekal Technologies Briefing we explore the many forces at work trying to influence US-China talks on export controls, the risks to China’s booming pharmaceutical sector from security rules in Washington, and Beijing’s political campaign to undo the excess capacity in solar energy gear that a previous political campaign created.
View
A Different Kind Of Shadow Fed Chair
Will Denyer
/
Gavekal Research
|
11 Aug 2025
When Adriana Kugler resigned as a member of the Federal Reserve’s board of governors on August 1, Donald Trump had the opportunity immediately to nominate a “shadow” Fed chair. He kicked the can down the road by appointing Stephen Miran as an interim governor while the White House looks for a replacement. Some form of shadow Fed chair may yet emerge, and in this report Will considers the different possibilities.
View
Auto Exports Defy Speed Limits
Ernan Cui
/
Gavekal Dragonomics
|
11 Aug 2025
China’s auto exports are defying the speed limits that foreign tariff regimes have attempted to set: shipments reaccelerated to a new high in Q2, with notable gains in both Europe and emerging markets. Ernan argues that while rising trade barriers remain a long-term threat, the weaker currency and ever-improving quality of auto offerings mean export growth can continue for now.
View
China’s AI Jamboree: Nvidia In The Hotseat
Laila Khawaja
,
Arthur Kroeber
/
Gavekal Technologies, Chips
|
8 Aug 2025
In part 2 of our readout from China's World Artificial Intelligence Conference, we break down why the Chinese government is simultaneously facilitating the gray-market import of Nvidia chips and also subjecting it to a probe by the Cyberspace Administration over alleged backdoors.
View
10
20
50
100
items per page
« First
<
1
2
3
4
5
…
>
Last »
