Search results

Sort by:
items per page
Found 13337 results
Beijing’s ‘New Energy System’
Arthur Kroeber, Laila Khawaja, Huang Shichan / Gavekal Technologies: Briefing | 9 Feb 2026
Lock
In today’s Gavekal Technologies Briefing we explain China’s ambitious plan to become an electricity superpower. Major investments and policy reforms aim to make electricity the nation’s top source of energy, and renewables the top source of electricity. A clean electricity-based economy could give China a global edge.
View
What, Me Worry About Takaichi?
Udith Sikand / Gavekal Research | 9 Feb 2026
Lock
A key marker of an impending sovereign debt crisis is the toxic combination of a weakening currency and rising bond yields. Such concerns could have been raised after Sunday’s general election in Japan delivered the fiscally expansionist prime minister, Sanae Takaichi, an emphatic governing mandate. A closer look at the Japanese government’s balance sheet, however, suggests that fears of a fiscal-incontinence-driven downward spiral are overstated, says Udith.
View
Market Got Warsh-ed
Tan Kai Xian / Gavekal Research | 9 Feb 2026
Lock
Notwithstanding the ongoing stabilization in markets, two asset groupings saw sharp falls over the past week, testing positioning and risk tolerance, while more defensively positioned and cyclically supported sectors proved relatively resilient. This divergence, better viewed as a rotation than a broad risk-off event, is instructive. Understanding the drivers of this price action should help clarify what comes next in this phase of the market cycle.
View
Mexico Picks A Side In US-China Trade
Thomas Gatley / Gavekal Dragonomics | 9 Feb 2026
Lock
Mexico has enjoyed the benefits of serving as a trade conduit between China and the US, but that era is now coming to a close: Mexico’s leadership passed a bill in December that hikes tariffs on Chinese imports to levels comparable with those levied by the US. Thomas argues that this will certainly have a dampening effect on Chinese trade with Mexico, but the chance of a mass of China’s other trade partners going down the same road is slim.
View
Geoeconomic Monitor: Who’s The Real Winner?
Tom Holland, Tom Miller / Gavekal Research | 6 Feb 2026
Lock
Donald Trump says India has agreed to stop buying Russian oil and funding Vladimir Putin’s war machine. And in Panama the annulment of CK Hutchison’s ports contract means Trump can finally claim to have “taken back” the canal. The reality in both is less black-and-white.
View
India Turns The Corner
Udith Sikand, Tom Miller / Gavekal Research | 6 Feb 2026
Lock
Recent data imply an acceleration in growth and inflation for India. Reduced uncertainty on the trade front should be positive at the margin for spurring investment from the private sector. But reduced trade uncertainty alone is not enough to spark a rerating of India’s pricey stock market, particularly when other emerging markets are both cheaper and seeing their own economic fortunes improve.
View
Roaring Bokke
Louis-Vincent Gave / Gavekal Research | 6 Feb 2026
South African assets had a spectacular 2025, with falling real rates, a stronger rand and booming equities, supported by a rally in precious metals. Louis argues this pattern is continuing in 2026, and so South Africa is joining Latin America and much of Asia in an EM "triple merit" scenario.
View
Consequences Of The Land-Sales Slide
Xiaoxi Zhang / Gavekal Dragonomics | 6 Feb 2026
Lock
Sales of land by China’s local governments dropped 15% in 2025, and are now only about half the peak in 2021. Xiaoxi argues that a fundamental improvement seems unlikely for 2026, as real-estate developers are still sitting on far more land than they need. That will keep the pressure on local governments to use whatever financial tricks are available to bolster their fiscal situation.
View
The US-China Space Race Intensifies
Laila Khawaja / Gavekal Technologies: Chips | 5 Feb 2026
Lock
The US-China space race intensifies; Chinese firms scramble for Nvidia’s H200 chips; Chinese memory makers expand capacity; Beijing wants more drones in agriculture.
View
Video: Trump's Affordability Intervention
Tan Kai Xian / Gavekal Research | 5 Feb 2026 Video
Lock
US President Donald Trump wants to make US housing more affordable and so assuage voter discontent ahead of November’s midterm elections. In this video interview, Kai Xian assesses measures that the administration has already tried or mooted, as well as others that could be on the docket. He considers what these might mean for housing activity and for the homebuilding industry.
View
items per page
  1. « First
  2. <
  3. 1
  4. 2
  5. 3
  6. 4
  7. 5
  8. …
  9. >
  10. Last »