E.g., 22-10-2019
E.g., 22-10-2019
We have found 163 results.
View by: Grid List
Sort by: Relevancy Date
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Arthur Kroeber: A New Era Of Sino-US Relations

    While Donald Trump has threatened to slap huge tariffs on Chinese exports, Arthur thinks this would be an act of self-harm given the economic co-dependence between China and the US. In this video interview, he maps out the likely evolution of relations between the two countries in the years ahead.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Audio & Transcript — Gavekal Research November Call

    Anatole Kaletsky, Arthur Kroeber and Charles Gave presented their views on what a Donald Trump presidency means. Anatole outlined both positive and negative potential outcomes. On the positive side, US growth could see a boost from expansionary fiscal policy, but isolationist trade policies could threaten US firms and equity prices. Arthur warned of the geopolitical risk of a power vacuum should the US pull back from its treaty obligations....

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Arthur Kroeber: What A Trump Presidency Means

    This is an excerpt from Arthur Kroeber's presentation at Gavekal's Hong Kong seminar on November 10. In this video Arthur presents his initial thoughts on the changes in the political situation in the US, and what it means for the rest of the world.

    0
  • Gavekal Research

    Joyce Poon: Market Timing In Asia

    Investors need to get nimbler in playing Emerging Asia’s equity markets due to the lack of any clear trend that dates back to 2010. Joyce outlines a trading strategy that can potentially make a big difference to performance.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Neil Newman: Japanese Equities — Good For A Rally?

    The Bank of Japan has rolled back the date that it expects to hit its 2% inflation target, the economy is soft and foreign investors have thoroughly given up on Japanese equities. So why does Neil think there is a good chance of a decent “Santa rally” going into the year end. In this video interview he explains.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Will Denyer: Assessing US Recession Risk

    Despite recent headline data releases being mildly encouraging, Will is worried that the US economy is limping toward recession territory. In this video interview he discusses his framework for assessing the US economy and proposes investment strategies to deal with what he sees as the two most likely scenarios; namely, an outright contraction or a mild growth pick-up associated with rising inflation.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    Andrew Batson: What Next For Chinese Growth?

    Chinese policymakers are set on maintaining economic stability ahead of a crucial Communist Party meeting next year—but while that means stabilizing growth it also means pushing back against a property bubble. In this video interview, Andrew assesses the tactical trade-offs that must be made in support of the strategy of stability.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    London Seminar — October 2016

    Charles Gave, Joyce Poon, Tom Miller and Anatole Kaletsky outlined their views on issues ranging from the end of the Pax Americana, global asset allocation in the face of increasingly ineffectual monetary policy, India's growth potential, and the imminent uncertainty for markets in the face of political risk.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Tan Kai Xian & Leonor du Jeu: The US Trade Deficit Conundrum

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Audio & Transcript — Gavekal Research October Call

    Will Denyer presented a newly minted dynamic asset allocation tool which was developed from an ROIC-based framework that has helped us to better map and predict US economic cycles. He then answered listener questions on these themes.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Pierre Gave: Can Sweden Escape The Negative Rate Trap?

    On the surface, Sweden’s two-year experiment with zero, and then negative, interest rates appears to have worked well. Growth is strong by developed world standards, and the economy has escaped deflation. But this success has come at the price of an asset price bubble that looks increasingly dangerous. Pierre Gave assesses the risk, and examines possible exit routes for the Riksbank.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Singapore Seminar—September 2016

    Audio and video from the latest Gavekal seminar in Singapore is available here. Louis Gave explains why financial markets have recently behaved predictably, and why that is about to change. Andrew Batson explains why Chinese policy making is in a holding pattern until next year's party congress is settled. Udith Sikand explains why this year's emerging market outperformance is likely to continue, as bonds and especially equities have...

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Neil Newman: BoJ Policy Meeting In A Nutshell

    After the Bank of Japan’s announcement earlier today of quantitative easing “with yield curve control”, Neil delivers a quick-fire video assessment of the new policy slant, and what it will mean for markets and the broader Japanese economy.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Will & KX: Soft Growth And Volatile Markets

    Will and KX present the quick view on the US economy and financial markets

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Gavekal Research Monthly Conference Call — September 2016

    In the inaugural Gavekal Research monthly conference call, Louis, Anatole and Arthur addressed the global growth environment and offered asset allocation suggestions.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Monthly Conference Call Transcript — September 2016

    This is an unedited transcript provided by the conference call host.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Dragonomics

    Video: Is China At A Crisis Point?

    Fresh off the publication earlier this year of his book on China, Arthur in this video interview explains China’s long-term economic development strategy before zooming in to answer the key questions that currently vex investors, namely, the trajectory of growth and the potential for a severe financial crisis.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Video: Yield Chasing—What Could Go Wrong?

    Louis outlines his view on this summer's unusual global economy and offers investment advice going forward into autumn.

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Video: Italy's Constitutional Referendum

    Nick presents what's at stake in Italy's upcoming constitutional referendum, and what it could mean for the European Union

    0
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Video: The Politics Of Italy's Referendum

    Stefano Capacci On The Politics Of Italy's Referendum

    0
Show me: results