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Found 13193 results
Assessing Geopolitical Risks
Laila Khawaja
/
Gavekal Technologies: Chips
|
20 Nov 2025
US hawks target Alibaba over military ties. The Nexperia dispute’s supply chain effect. Applied Materials' China revenue warning.
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Hostage To The Equity Market
Tan Kai Xian
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Gavekal Research
|
20 Nov 2025
Nvidia’s announcement of 21% quarter-on-quarter earnings growth in the three months to late October and of strong guidance for the current quarter will allay investor fears for the sustainability of the AI boom, at least in the near term. But doubts will soon return, in part because the outlook for US economic growth is increasingly hostage to the health of the equity market.
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AI Bashing
Didier Darcet
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Gavekal-IS
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20 Nov 2025
Artificial intelligence is everywhere, whether whispering through Main Street or roaring across Wall Street, as evidenced by Wednesday’s Nvidia earnings release. And with its rise comes a wave of critics saying the whole thing is a bubble on the verge of bursting, threatening to take trillions in investments down with it. But is this really insight, or just another round of AI bashing, asks Didier.
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Video: Hopes And Fears In The Middle East
Tom Holland
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Gavekal Research
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19 Nov 2025
After the United Nations Security Council passed a resolution on Monday endorsing Donald Trump’s 20-point peace plan for Gaza, hopes for a lasting peace remain alive—just. But although the resolution’s approval is an achievement in itself, the latest step does little to resolve the contradictions in Trump’s plan and the obstacles they present to progress. In this interview, Tom Holland assesses the chances of success and weighs the costs of a possible breakdown in the Gaza ceasefire.
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Takaichi, China And The Yen
Udith Sikand
,
Tom Miller
/
Gavekal Research
|
19 Nov 2025
The yen slipped to its weakest since the beginning of February early Wednesday in Asia as the market delivered its verdict on the uncompromising policies of Japan’s new prime minister, Sanae Takaichi. Now, with the prospect that a protracted dispute with China could have a material negative effect on Japan’s economic performance, there is a risk the already deeply undervalued yen could weaken further towards its post-1990 low of ¥160.
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What’s New In The Plan For Tech
Tilly Zhang
/
Gavekal Dragonomics
|
19 Nov 2025
Top leader Xi Jinping has decided that promoting technology and modernizing industry will continue to be the top priorities in China’s next five-year plan, as they are in the current plan. But as Tilly explains in this piece, that doesn’t mean China is simply doubling down on its existing industrial policy. There are important changes in priorities and strategies: a greater focus on commercializing products to drive growth, and a stronger role for central government coordination.
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The Tide Ebbs For Private Credit
Tan Kai Xian
/
Gavekal Research
|
18 Nov 2025
The cockroaches continue to scurry out of the skirting. On Monday, it emerged that the FBI is investigating a clutch of private credit borrowers. However, the focus on fraudulent borrowing and denials that these problems are endemic in private credit masks a deeper truth: high water has passed for the business, and the tide for private credit is now receding. The forces driving this ebb tide are positive for large US banks.
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The Rare Earths Tussle Continues
Arthur Kroeber
,
Damien Ma
,
Tom Hancock
/
Gavekal Research
|
17 Nov 2025
Nearly three weeks after Presidents Donald Trump and Xi Jinping made nice in South Korea, the details of the US-China trade ceasefire are still being worked out. The main sticking point is Beijing’s licensing terms for exports of rare earth and other critical materials. Also in today’s Gavekal Technologies Briefing, we consider the possibility that the US might be able to break China’s rare-earths chokehold sooner than expected, and report on the Chinese pharma industry’s struggle to generate profits.
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The Rare Earths Tussle Continues
Arthur Kroeber
,
Damien Ma
,
Tom Hancock
/
Gavekal Technologies: Briefing
|
17 Nov 2025
Nearly three weeks after Presidents Donald Trump and Xi Jinping made nice in South Korea, the details of the US-China trade ceasefire are still being worked out. The main sticking point is Beijing’s licensing terms for exports of rare earth and other critical materials. Also in today’s Gavekal Technologies Briefing, we consider the possibility that the US might be able to break China’s rare-earths chokehold sooner than expected, and report on the Chinese pharma industry’s struggle to generate profits.
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Inching Towards Capital Market Union
Cedric Gemehl
/
Gavekal Research
|
17 Nov 2025
The German government has signaled it is willing to transfer key powers from its domestic securities regulator to ESMA, the Paris-based market EU regulator. With this reversal of Berlin’s longstanding position, progress on the EU’s perennially delayed capital markets union becomes possible. This is significant, argues Cedric, because even small steps towards a single European securities market could have appreciable macroeconomic effects.
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