E.g., 05-07-2020
E.g., 05-07-2020
We have found 224 results.
View by: Grid List
Sort by: Relevancy Date
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Video: Singapore Beyond July's Election

    Although a new opposition political party is making Singapore’s current election season somewhat more interesting than past campaigns, the outcome is not in doubt: the ruling People’s Action Party will be confirmed in power for another five-year term. In this short video interview, Vincent looks beyond the July 10 poll to survey the economic and market outlook for the island republic.

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

    Gavekal Research

    Webinar: Global Investment Roundtable, June 2020

    Yesterday Louis Gave, Will Denyer and Andrew Batson joined Arthur Kroeber at the Global Investment Roundtable. They discussed the economic growth and market situation in the US, the state of the Chinese recovery, and what a post-Covid-19 world might look like.

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

    Gavekal Research

    Webinar: Global Update (French), June 2020

    In yesterday's webinar for our Francophone audience, Charles and Louis Gave, Cedric Gemehl and Didier Darcet updated viewers on their views of asset markets and government responses to the economic calamity caused by Covid-19.

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

    Gavekal Research

    Video: Behind The Resilience Of Hong Kong's Markets

    Hong Kong has been beset by a string of bad news, from mass street protests, through Covid-19, to national security legislation of unknown scope and severity imposed by the mainland. Yet you wouldn’t guess it from looking at the city’s property market—the world’s priciest—or its stock market where several mainland tech companies are lining up to do their initial public offerings. Vincent explains the disconnect.

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

    Gavekal Research

    Video: High Stakes In The Himalayas

    In this video, Udith argues that the mayhem seen on the India-China border this week will provide another catalyst for Indian nationalists who want to lessen the country’s reliance on China, even if that means accepting far slower economic growth.

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

    Gavekal Research

    Webinar: Emerging Market Update, June 2020

    In yesterday’s webinar, Udith Sikand, Vincent Tsui and Tom Miller joined Arthur Kroeber to present the general outlook for emerging market assets and currencies, as well as discuss the situation in India.

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

    Gavekal Research

    Video: The Threat To Chinese Tech

    The US is deepening its effort to limit Chinese technology giant Huawei’s access to components that rely on American design, which may prevent Huawei from rolling out 5G networks. The US is also broadening its efforts to constrain Mainland tech firms by using sanctions that impact suppliers to China’s government and military.

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

    Gavekal Research

    Video: The Upsurge In Oil

    The price of Brent crude oil has doubled in the past six weeks, supported by the beginning of a recovery in demand as economies come out of lockdown and by expectations that the Opec+ cartel will extend the deep production cuts it agreed in April. Tom weighs the forces likely to drive the oil market over the coming months.

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

    Gavekal Dragonomics

    Webinar: China's Economic Outlook After The NPC

    China research director Andrew Batson was joined by China macroeconomist Wei He and Asia analyst Vincent Tsui to discuss the news from the National People's Congress and what it means for China's economic recovery, the likely direction of fiscal and monetary policy, and the consequences of Hong Kong's national security law.

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

    Gavekal Research

    Webinar: Global Investment Roundtable, May 2020

    Yesterday Louis Gave, Charles Gave and Anatole Kaletsky joined Arthur Kroeber at the Global Investment Roundtable. They discussed different scenarios for how and when the world’s major economies can exit the Covid-19 crisis and what it means for investors.

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

    Gavekal Research

    Video: Will The Bank Of England Go Negative?

    Having long resisted the lure of negative interest rates, policymakers at the Bank of England have recently admitted that they are considering a cut in the UK’s main bank rate to below zero.Nick examines the pros and cons of negative interest rates, and weighs the probability that the Bank of England will indeed enter negative rate territory for the first time.

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

    Gavekal Research

    Webinar: The Future Of Hong Kong

    Louis Gave, Simon Pritchard and Vincent Tsui joined Arthur Kroeber to talk about the national security law which China's National People's Congress announced it will implement in Hong Kong, and what this could mean for Hong Kong's future as a global financial center.

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

    Gavekal Research

    Webinar: US Outlook (May 2020)

    In yesterday's webinar, Will Denyer, Tan Kai Xian and Yanmei Xie joined Simon to discuss the outlook for the US and answer viewer questions as the country tries to return to normal after Covid-19 lockdowns.

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

    Gavekal Research

    Video: Pressure Points In Emerging Markets

    Emerging markets have broadly weathered the liquidity squeeze that threatened to engulf them in March, however Udith is not convinced they are out of the woods. Growth shocks associated with the Covid-19 crisis mean that many smaller markets on the frontier are at risk of debt defaults, which could end up spurring forced selling by foreign investors.

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

    Gavekal Research

    Webinar: Europe Update (May 2020)

    In yesterday's webinar, Anatole Kaletsky, Cedric Gemehl and Nick Andrews joined Louis Gave to assess policy measures to deal with Covid-19 in Europe and discuss the significance of a €500bn coronavirus Recovery Fund.

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

    Gavekal Research

    Webinar: China And The US Race Toward The Precipice

    The rivalry between the US and China has taken a turn for the worse during the Covid-19 pandemic. In yesterday’s webinar, Tom Miller talked about how China has attempted to use the pandemic in its global influence strategy. Dan Wang updated viewers on the technology rivalry. And Arthur Kroeber outlined how the US-China relationship got to this point.

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

    Gavekal Research

    Webinar: The Kitsune Market — Tail Risks In An Unnatural Time

    Most of the world’s big economies have been shut down in response to a pandemic disease—a truly unprecedented event. This led to extreme market moves and also generated an unusually large array of tail risks. Louis likens these to the nine tails of the magical kitsune or fox of Japanese mythology. In yesterday's webinar he elaborated on this idea.

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

    Gavekal Research

    Video: In Defense Of US Equities

    With most big US firms having reported their first quarter earnings, the picture is not pretty and worse may follow in 2Q20. Yet the stock market rally of the last six weeks suggests that investors have a fairly cheery view about US firms’ prospects. So what gives? Near-term expectations are, in fact, appropriately set and the fundamentals of the US market are better than they appear.

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

    Gavekal Research

    Webinar: China And Emerging Markets Update

    China has started to reopen its economy, but it is proving hard to get Chinese consumers and small businesses up and running again. He Wei and Andrew Batson provided the latest updates on policy efforts to revive China’s economy. Udith Sikand reviewed the broader outlook for emerging markets.

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

    Gavekal Research

    Video: Pandemics, Protests And Outperformance

    Hong Kong’s GDP contracted almost -9% year-on-year in the first quarter, as the impact of the coronavirus hammered an economy already severely weakened by the last year’s anti-government street protests. In this video interview, Tom examines the storms battering Asia’s premier financial center, and accounts for the resilience of its financial system.

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

    Gavekal Research

    Webinar: What Does Covid-19 Mean For Emerging Markets?

    So far the Covid-19 pandemic seems to have been a less significant health event in most emerging markets. Yet EMs are bound to suffer a lot of economic damage not only from their own lockdowns but also from the demand collapse in Europe and the US. Udith Sikand and Vincent Tsui analyzed where the investment opportunities lie, and Tom Miller offered the prognosis for India.

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

    Gavekal Research

    Webinar: Global Investment Roundtable, April 2020

    Markets are showing both signs of dislocation (in negative oil prices) and impressive stability (the S&P 500 is only down -4.1% over the previous 12 months). Is this stability a Federal Reserve-induced illusion? Are there more shocks to come? If so, where? In our monthly investment roundtable, Louis, Charles and Anatole discussed market scenarios for the months ahead.

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

    Gavekal Research

    Video: The US’s Exit From Lockdown

    The United States is moving towards a release from its lockdown. With individual states treading different paths, the process looks messy and accident-prone. However, Yanmei argues that investors should look through the noise of states’ rights arguments as the US is cranking up Covid-19 testing and generally heading in the right direction.

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

    Gavekal Research

    Webinar: Modeling Projections For The Covid-19 Epidemic

    Gavekal Intelligence Software is collaborating with ETH Zurich and Shenzhen's Southern University of Science & Technology to track the spread of Covid-19. GIS principal Didier Darcet presented the findings in a conversation with Louis Gave

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

    Gavekal Research

    Webinar: Investing In A Time Of Covid-19 (French)

    Charles Gave Louis Gave, and Cedric Gemehl, along with principal of Gavekal Intelligence Software Didier Darcet, participated in a French-speaking webinar. They discussed the global investment outlook in light of the latest Covid-19 tracking data, and how to invest in a world dominated by central banks.

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

    Gavekal Research

    Webinar: Outlook For China Consumption, Labor Markets And Supply Chains

    In Thursday's webinar, Michael Clendenin, principal of Gavekal RedTech, presented the findings of RedTech's consumer surveys in China. Gavekal Dragonomics's Ernan Cui outlined the status of China's labor markets and how they relate to consumption, and Dan Wang spoke on what the Covid-19 crisis is doing to supply chains both in China and globally.

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

    Gavekal Research

    Video: North Korea's Succession Question

    North Korean leader Kim Jong-un failed to show up to last week’s celebration of the birthday of his grandfather, North Korea’s founder Kim Il-sung, sparking vivid speculation about his health and the chain of succession in the isolated country. In this video interview Yanmei breaks down what could happen in a power vacuum left by the supreme leader.

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

    Gavekal Research

    Webinar: Outlook For The US Economy And Global Markets

    In Tuesday's webinar, Will Denyer reviewed the economic situation in the US and suggested how investors should position their portfolios, and Louis Gave presented his global macroeconomic view, taking into account the remarkable developments in the oil market.

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

    Gavekal Research

    Webinar: Markets Outlook For The World And China

    In Thursday’s webinar, Thomas Gatley explained why China’s corporate sector is weathering the country’s downturn with relative ease and Louis Gave offered a global strategy view for investing in a Post Covid-19 world.

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

    Gavekal Research

    Video: Europe's Unfinished Business

    Eurozone finance ministers attempted to put a positive spin on the no strings €500bn Covid-19 relief package they agreed last week. But everyone is unhappy with the deal. With Italy’s debt to GDP ratio set to soar, Rome is calling for the mutualization of debt among eurozone economies; something Berlin and the Hague have ruled out.

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

    Gavekal Research

    Webinar: Will Covid-19 Tear Europe Apart?

    Anatole Kaletsky, Cedric Gemehl and Nick Andrews discussed the Covid-19 outbreak in Europe and the unprecedented poilcy responses taken both to combat its spread and help the economy.

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

    Gavekal Research

    Webinar: The Outlook For China And Emerging Markets

    Arthur Kroeber spoke on the macro situation in China. Michael Clendenin, principal of Gavekal RedTech, presented their work on consumer sentiment and activity in China. Udith Sikand gave a rundown of what's happening in emerging markets.

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

    Gavekal Research

    Video: The US Economic Response

    The US government has promised unprecedented support to individuals and businesses who face loss of income as a result of Covid-19. Will Denyer weighs the measures to see if they will be enough to sufficiently limit the economic damage wrought.

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

    Gavekal Research

    Webinar: Looking Through The Lockdowns

    Andrew and Rosealea discussed China’s slow return to normal, the state of the property and construction sector, and warned of the global demand shock China will face due to Covid-19. Will outlined his view on asset allocation in light of the shock to the US economy and the asset price adjustments that have taken place so far.

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

    Gavekal Research

    Webinar: Road To Recovery Or Road To Serfdom?

    To deal with the economic fallout from unprecedented lockdown measures aimed at halting the spread of Covid-19, governments and central banks in the US and Europe are pulling out all the stops to pop up financial systems and avoid economic collapse. Anatole Kaletsky and Charles Gave joined Louis Gave to discuss the long term consequences.

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

    Gavekal Research

    Video: The US Can Do A V-Shaped Recovery

    The US economy can be assumed to already be in recession, yet KX is relatively confident in its ability to generate a V-shaped recovery once lockdowns are materially eased.

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

    Gavekal Dragonomics

    Webinar: China's Recovery From Covid-19 Lockdown

    At Wednesday's webinar, Andrew Batson, Ernan Cui, Thomas Gatley and Wei He discussed how China is recovering from the lockdown imposed to deal with the Covid-19 outbreak, and the outlook for the economy.

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

    Gavekal Research

    Video: What's Up With The Pound

    Along with other second-tier currencies the British pound fell steeply between early and mid-March as investors dashed to get their hands on US dollar cash. That US dollar liquidity squeeze has now eased, and sterling has found a near-term bottom. But the outlook for the British currency remains clouded amid the UK’s coronavirus lockdown.

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

    Gavekal Research

    Webinar: Covid-19, Markets And The Economy

    At Thursday’s webinar, Arthur Kroeber, Louis-Vincent Gave, Anatole Kaletsky and Andrew Batson discussed the Covid-19 outbreak and the consequences for financial markets and the economy.

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

    Gavekal Research

    Video: Time For A Fiscal Union?

    The coronavirus pandemic, with its calls for a coordinated European Union-wide fiscal stimulus to counter the inevitable economic ill-effects, would appear to be the ideal opportunity to press forward with the next big step towards European integration by forging a eurozone fiscal union. But things are not so simple.

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

    Gavekal Research

    Video: Regime Change In The Oil Market

    The breakup of the Opec+ oil cartel and the ensuing price war between Russia and Saudi Arabia triggered a -30% fall in the price of oil and spooked financial markets. Moscow has upended the monopolistic pricing regime that has supported the price of oil over the last three years. Tom Holland examines the consequences of the oil market’s regime change.

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

    Gavekal Research

    Audio & Transcript — Gavekal Research Call March 2020

    In Thursday’s conference call, Louis-Vincent Gave, Andrew Batson and Cedric Gemehl discussed the policy and market reactions to the Covid-19 outbreak.

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

    Gavekal Research

    Video: What Can The ECB Do?

    This week the US federal Reserve cut interest rates to counter the effects of the coronavirus outbreak, and the European Central Bank promised to follow suit with “appropriate” measures of its own. But eurozone policy rates are already negative, which severely limits the scope for further cuts.

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

    Gavekal Research

    Video: Still The Safest Port In A Macro Storm

    It took a while, but fear of contagion is gripping Wall Street. In the last week, the S&P 500 has fallen -8%, while 10-year US treasury bills have hit a new all-time low. Yet the risk-off move in US asset markets triggered by worries the coronavirus epidemic is turning into a global pandemic is at odds with underlying US fundamentals.

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

    Gavekal Research

    Video: Will The Economic Contagion Hit Europe?

    Europe’s financial markets are sending mixed signals. On one hand, fears about the eurozone's exposure to China’s coronavirus-hit economy have pushed the euro to a 21-month low against the US dollar. On the other, euro-denominated stocks are hitting record highs. In this interview Nick examines the mixed message.

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

    Gavekal Research

    Video: Hong Kong's Viral Woes

    For Hong Kong’s economy, already in recession after eight months of anti-government street protests, the Chinese coronavirus outbreak comes as a fresh blow falling on the existing bruise. Inevitably, the effect will be painful. Yet as Vincent explains, the Hong Kong economy has considerable resilience.

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

    Gavekal Research

    Audio & Transcript — Gavekal Research Call February 2020

    In yesterday’s research call, Vincent Tsui and Tom Holland joined Arthur Kroeber to discuss the coronavirus outbreak, what it means for Chinese and regional economic growth, and how investors should position themselves during this period of rapid news flow and high market volatility.

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

    Gavekal Research

    Video: When Oil Hits The Floor

    No financial market has been hit more heavily by the Wuhan coronavirus than oil, with the price of crude falling by more than -20% from its early-January high on fears the outbreak will crush China’s demand for fuels. In this short video, Tom examines the global implications of the oil price slide, and asks “where next?” for the price of the world’s key commodity.

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

    Gavekal Dragonomics

    Video: On Target In China?

    In 2015 the Chinese government set out its 13th five-year plan, with economic and social targets that it aimed to hit by the end of 2020. The five-year plans are important because the government derives legitimacy from improving people’s livelihoods. The Dragonomics team has examined seven such targets and their impact on the economy.

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

    Gavekal Research

    Video: US Autos Ride Again

    A range of cyclical and structural factors have conspired to hit US auto sales in recent years. But with the US labor market remaining in rude health and US monetary policy being loosened, that may be about to change. The impact could be positive for US growth and for risk assets, argues KX in this interview.

    0
Show me: results