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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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    Video: On India's Growth

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    Gavekal Research

    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

    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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    Video: On Brexit

    Nick Andrews discusses the possibility of a "Brexit"

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    Video: "Now Or Never For Vietnam"

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    Gavekal Research

    London Seminar Presentation Slides - October 2015

    These are the London Seminar presentation slides from October 2015

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    Gavekal Research

    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

    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

    Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation

    Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation

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    Gavekal Research

    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

    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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    Louis on leadership in the East and West

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    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

    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

    Multimedia Archive

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