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Gavekal Research
Apr 11th 2016
London Seminar—April 2016
London Seminar—April 2016
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Gavekal Research
Charles Gave
Mar 01st 2016
Video: On Wicksellian Theory
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Gavekal Research
Udith Sikand
Feb 29th 2016
Video: On India's Growth
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Gavekal Research
Will Denyer
Dec 09th 2015
Video: On The US Economy
For a deeper dive, read the Quarterly Strategy Chartbook: The State Of The US Economy here.
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Gavekal Research
Dec 09th 2015
QSCB: The State Of The US Economy
The US economy displays some worrying signs. Corporate profits have contracted, credit spreads have jumped and inventories are piling up. By the same token, the consumer looks in decent shape as wages rise, oil prices continue to fall and moderate household leverage provides a clear tail wind. So what gives?
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Gavekal Research
Nick Andrews
Dec 06th 2015
Video: On Brexit
Nick Andrews discusses the possibility of a "Brexit"
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Gavekal Research
Udith Sikand
Oct 30th 2015
Video: "Now Or Never For Vietnam"
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Gavekal Research
Oct 27th 2015
London Seminar Presentation Slides - October 2015
These are the London Seminar presentation slides from October 2015
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Gavekal Research
Oct 27th 2015
London Seminar Audio And Slides
We held our main fall seminar on October 27 in London, where Anatole Kaletsky, Francois-Xavier Chauchat, Neil Newman, Tom Miller and Louis-Vincent Gave presented their views on the global economy. Anatole discussed the implications of recent developments in financial markets; Francois examined Europe’s resilience to global headwinds; Neil outlined three major investment themes in Japan; Tom explored China’s regional foreign policy ambitions, and...
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Gavekal Dragonomics
Tom Miller
Oct 27th 2015
London Seminar: The Aggresively Friendly Giant
What sort of country is China, and what sort of power does it want to be? In this presentation to our seminar in London, Tom Miller explains how to understand the signals China’s leaders have been sending. China wants to pursue great-power status, a process that may alienate its neighbors and will require adjustments from the US.
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Gavekal Research
Oct 21st 2015
Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation
Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation
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Gavekal Research
Oct 21st 2015
Hong Kong Seminar
This is the full recording from Gavekal's October Hong Kong seminar featuring Joyce Poon, Andrew Batson and Anatole Kaletsky as well as a Q&A session.
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Gavekal Dragonomics
Andrew Batson
Oct 21st 2015
Hong Kong Seminar: Housing Explains Everything
What is the best way to sort through the complexities of China’s enormous, continent-sized economy? In this presentation to our seminar in Hong Kong, Andrew argues that if you understand what’s going on in the housing market, then you know pretty much everything you need to know about the Chinese economy.
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Gavekal Research
Oct 20th 2015
Louis on leadership in the East and West
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Gavekal Research
Louis Gave
Aug 14th 2015
Conference Call Following The Renminbi Devaluation
After the renminbi’s devaluation investors have been left with more questions than answers. In this conference call, Louis Gave assesses the resulting investment scenarios for China and the rest of the world.
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Gavekal Research
Louis Gave
Jun 14th 2012
MULTIMEDIA - Louis Talks About Europe On Radio Show Streettalklive
Louis was recently interviewed on the radio program streettalklive, where the talk unsurprisingly centered on the European crisis. Those who would like to listen to this lively discussion can download or stream the audio file, split into two parts:
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Gavekal Research
Research Team
Mar 30th 2012
Multimedia Archive
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