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Found 12991 results
Explaining The Investment Pullback
Wei He
, Dragonomics Team
/
Gavekal Dragonomics
|
15 Aug 2025
China’s economic indicators for July, published on Friday, pointed to a continued gradual slowdown in economic growth. But there was one standout figure in the data release: fixed-asset investment growth plunged in a way unprecedented outside of the pandemic. Wei and the Dragonomics Team examine what may be driving the decline and what it means for economic growth.
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Huawei Goes Open-Source
Arthur Kroeber
,
Laila Khawaja
, Huang Shichan
/
Gavekal Technologies, Chips
|
15 Aug 2025
Huawei open-sources CANN; first steps towards a national AI compute network; the profitless progress of humanoid robots.
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Playing Emerging Market Carry
Udith Sikand
/
Gavekal Research
|
15 Aug 2025
It is said that the trouble with carry trades is that the carry trader risks getting carried out—feet first. Maybe, but playing the carry in emerging market currencies has been nicely profitable so far in 2025. And while there are risks, there are also good reasons to believe this winning streak is set to continue.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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