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Found 13553 results
The AI Boom’s Critical Minerals Problems
Laila Khawaja
/
Gavekal Technologies: Chips
|
21 May 2026
The AI boom’s critical minerals problems; China gives warm welcome to AMD.
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Video: Paying Court To Xi Jinping
Tom Miller
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Gavekal Research
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21 May 2026
Just days after the summit between Donald Trump and Xi Jinping, Russian president Vladimir Putin also touched down in Beijing for his own meeting with the Chinese leader. In this video interview, Tom Miller looks at the objectives of China’s diplomatic push, digs into the energy trade that underpins Russia-China relations, assesses whether the US-China summit was a triumph of style over substance, and examines how evolving strategies over Taiwan affect the balance between Washington and Beijing.
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Hard And Soft Sciences On Growth
Didier Darcet
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Gavekal-IS
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21 May 2026
In last week’s note, Didier warned that declining energy productivity is likely to slow global growth. Since growth and corporate profits are closely linked, the implication is a weaker outlook for equities and a rational case for reducing exposure. But how robust is the relationship between growth and profits? In this report, Didier examines the question through the contrasting lenses of hard science and economics.
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The Other US Capex Question
Tan Kai Xian
/
Gavekal Research
|
21 May 2026
Everyone wants to know whether the AI capital expenditure boom will prove sustainable, and whether it will ever generate the hoped-for returns. But there is another question almost as important: what is happening to capex outside the AI sector, and why?
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The Reversal For Migrant Workers
Ernan Cui
/
Gavekal Dragonomics
|
21 May 2026
As China’s labor-market malaise enters its fifth year, the impact is becoming increasingly serious for the class of people who fill many low-wage jobs in cities: rural migrant workers. Ernan argues that as urban job opportunities evaporate, rural migrants are returning to the countryside in large numbers—and while the leadership is now expressing more concern for rural migrants, economic policy has not substantially shifted to prioritize job creation.
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The Emergence Of A New Anchor
Charles Gave
,
Louis-Vincent Gave
/
Gavekal Research
|
20 May 2026
Last week, Charles reviewed how currencies in modern capitalist systems feed three separate systems: a production system, a financial system and a monetary system. He argued that to maintain stability between those three systems, there had to be an anchor of value. When policymakers do a decent job, that anchor is typically a government bond. When they do not, it tends to be gold. In this piece, Charles and Louis ask if a new anchor asset is in the process of emerging.
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The Age Of The Scientific Investor
Louis-Vincent Gave
/
Gavekal Research
|
20 May 2026
In recent years, most financial firms have tended to hire more scientific types, whether to beef up quant desks, develop algorithmic trading solutions, build ever-bigger indices. And as more and more scientific types entered financial markets, and fewer and fewer literary types found seats. Louis asks whether this is linked to the recent melt-up in semiconductor stocks, and what the answer means for the future of the tech rally.
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Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber
,
Laila Khawaja
,
AJ Cortese
/
Gavekal Technologies: Briefing
|
20 May 2026
Donald Trump came to Beijing for his summit with Xi Jinping determined to secure a lot of business for American companies. Despite the positive vibes, the US and China are locked in an intense technology competition, with each side working to build up its own tech ecosystem while using export controls and investment restrictions to hold back the other's progress. In the first edition of a monthly webinar series by Gavekal Technologies, semiconductor/AI analyst Laila Khawaja and new energy analyst AJ Cortese join Arthur Kroeber to discuss the risks that lie ahead for tech companies trying to navigate the US-China rivalry.
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Webinar: US-China Tech Competition After The Beijing Summit
Arthur Kroeber
,
Laila Khawaja
,
AJ Cortese
/
Gavekal Research
|
20 May 2026
Donald Trump came to Beijing for his summit with Xi Jinping determined to secure a lot of business for American companies. Despite the positive vibes, the US and China are locked in an intense technology competition, with each side working to build up its own tech ecosystem while using export controls and investment restrictions to hold back the other's progress. In the first edition of a monthly webinar series by Gavekal Technologies, semiconductor/AI analyst Laila Khawaja and new energy analyst AJ Cortese join Arthur Kroeber to discuss the risks that lie ahead for tech companies trying to navigate the US-China rivalry.
View
Important Trends
Louis-Vincent Gave
/
Gavekal Research
|
19 May 2026
One of the first sayings any market participant learns is that “the trend is your friend”. In theory, that seems easy enough. In practice, identifying the right trends is hard enough. And identifying turning points is harder still, says Louis. With that caveat in mind, this paper aims to review the important trends now unfolding across major economies and global financial markets.
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