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    Gavekal Research

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

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    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.

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    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.

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    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...

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    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.

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    Gavekal Research

    Will & KX: Soft Growth And Volatile Markets

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

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    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.

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    Gavekal Research

    Monthly Conference Call Transcript — September 2016

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

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    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.

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    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.

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    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

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    Gavekal Research

    Video: The Politics Of Italy's Referendum

    Stefano Capacci On The Politics Of Italy's Referendum

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    Video: Indian Growth And Demographics

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    Video: Risks In US High Dividend Stocks

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    Gavekal Research

    Conference Call: Investment Scenarios After Brexit

    Gavekal partners Anatole Kaletsky, Charles Gave and Louis-Vincent Gave detail their investment scenarios following last week’s Brexit vote.

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    Gavekal Research

    New York Seminar—May 2016

    We are pleased to present audio from our seminar in New York earlier this week with Charles Gave, Will Denyer, Anatole Kaletsky and Arthur Kroeber

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    Gavekal Research

    Hong Kong Seminar Multimedia

    We are pleased to present recordings and slides from our Hong Kong seminar with Louis-Vincent Gave, Will Denyer and Andrew Batson. Louis examines an important recent development: the US dollar has stopped rising. Will diagnoses the health of the US economy in one chart. And Andrew discusses three scenarios for China: doom, boom and muddle-through.

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    Gavekal Research

    Paris Seminar—April 2016

    On April 12 Louis-Vincent Gave, Charles Gave and Jean-Jacques Netter held a seminar in Paris where they presented their latest macroeconomic and investment outlooks.

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    Gavekal Research

    London Seminar—April 2016

    London Seminar—April 2016

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    Gavekal Research

    Video: On Wicksellian Theory

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