Search results

Sort by:
items per page
Found 13506 results
China Blocks Meta-Manus Deal
Laila Khawaja / Gavekal Technologies: Chips | 30 Apr 2026
Lock
China blocks Meta-Manus deal; US limits chip-tool sales to Hua Hong; domestic chips at Beijing Auto Show.
View
Video: War, Swap Lines And Debt
Will Denyer / Gavekal Research | 30 Apr 2026 Video
Lock
The United Arab Emirates has asked the United States for a US dollar swap line. The US Treasury Secretary has indicated openness and could approve the request. However, there are strong reasons for the Treasury and the Federal Reserve to steer countries towards the newer emergency liquidity facility, the foreign repo facility established in 2020.
View
False Hope For Infrastructure Investment
Wei He / Gavekal Dragonomics | 30 Apr 2026
Lock
China’s infrastructure investment growth rebounded substantially in Q1, making it one of the rare bright spots in domestic demand. Wei argues that the improvement was probably real, and not just a statistical phenomenon. But there are reasons to think the acceleration will not last, and that infrastructure investment will not re-emerge as a major support for growth in 2026.
View
Understanding Asset Price Trajectories (Part II)
Didier Darcet / Gavekal-IS | 30 Apr 2026
Lock
In Didier’s last note, he challenged the notion that markets are generally well-behaved. The famous Bell Curve is thick at the base and scarred by violent, recurring shocks. This dynamic reflects randomness, but also memory. And not of direction, but of shock intensity. This week, he tackles a second flaw: the Bell Curve does not just stretch, it tilts. This, he argues, represents another crack in the foundations of statistical finance.
View
The Fed’s New Chair And Shadow Chair
Will Denyer / Gavekal Research | 30 Apr 2026
Lock
The key outcome of this week’s Federal Reserve policy meeting was not any change to policy, it was Jerome Powell’s decision to remain on the central bank’s board of governors after his term as chair ends on May 15. This raises the prospect that Powell could serve, if need be, as a “shadow chair”. It also reduces the tail risks of the Fed losing its monetary policy independence and shifting its goals toward persistently higher inflation.
View
Addressing Jobless Growth
Tan Kai Xian / Gavekal Research | 29 Apr 2026
Lock
The US economy is entering a phase of jobless growth, where GDP expands but employment fails to keep pace—and in some cases contracts. Labor market strength has long been a reliable signal of broader US economic health, which makes this divergence notable. Investors will need to understand what is driving the shift and how it is likely to shape the policy response.
View
Beijing Conference: April 2026
Anatole Kaletsky, Louis-Vincent Gave, Arthur Kroeber, Will Denyer, Andrew Batson, Ernan Cui, Xiaoxi Zhang, Laila Khawaja / Gavekal Research | 28 Apr 2026 Video
Lock
At our latest conference in Beijing, three panels consisting of partners and analysts from Gavekal Research, Gavekal Dragonomics and Gavekal Technologies discussed the impact of the Iran war, how China balances growth and industrial-policy, and China’s tech industries.
View
Shanghai’s Stealth Mortgage-Rate Cut
Xiaoxi Zhang / Gavekal Dragonomics | 28 Apr 2026
Lock
China’s housing market continues to slump, but Shanghai is generating buzz because existing-home sales rose 11% YoY in March. One key reason is the local government’s decision in late February to raise the maximum amount that local homebuyers can borrow from the Housing Provident Fund—effectively cutting the average financing cost for certain homebuyers. Shanghai is not the only city to do so, and in this piece Xiaoxi assesses the impact on the national housing market.
View
Monetizing US Budget Deficits
Charles Gave / Gavekal Research | 28 Apr 2026
Lock
Three findings are unlikely to surprise readers: peace rather than war is uncommon, wars are inflationary, and wars are bad news for those who own government bonds and good news for those who own silver (or gold since 1972). The question is: why? Charles seeks the answer with reference to the Jacques Reuff's definition of inflation.
View
Looking For Battery Life After LFP
Damien Ma, Laila Khawaja, AJ Cortese / Gavekal Technologies: New Energy | 27 Apr 2026
Lock
China’s undisputed leadership in batteries is the result of chemistry, notably its pioneering of the lithium-iron-phosphate cell. This "Goldilocks" battery will be around for a long time, but Chinese companies are also investing heavily in potential successor technologies—notably sodium-ion. If LFP ever does give way to another technology, odds are the producers will still be Chinese.
View
items per page
  1. « First
  2. <
  3. 1
  4. 2
  5. 3
  6. 4
  7. 5
  8. …
  9. >
  10. Last »