E.g., 05-08-2020
E.g., 05-08-2020
We have found 232 results.
View by: Grid List
Sort by: Relevancy Date
  • 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
  • Gavekal Research

    Video: Indian Growth And Demographics

    0
  • Gavekal Research

    Video: Risks In US High Dividend Stocks

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

    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.

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

    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

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

    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.

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

    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.

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

    Gavekal Research

    London Seminar—April 2016

    London Seminar—April 2016

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

    Gavekal Research

    Video: On Wicksellian Theory

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

    Gavekal Research

    Video: On India's Growth

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

    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?

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

    Gavekal Research

    Video: On The US Economy

    For a deeper dive, read the Quarterly Strategy Chartbook: The State Of The US Economy here.

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

    Gavekal Research

    Video: On Brexit

    Nick Andrews discusses the possibility of a "Brexit"

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

    Gavekal Research

    Video: "Now Or Never For Vietnam"

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

    Gavekal Research

    London Seminar Presentation Slides - October 2015

    These are the London Seminar presentation slides from October 2015

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

    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...

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

    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.

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

    Gavekal Research

    Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation

    Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation

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

    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.

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

    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.

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

    Gavekal Research

    Louis on leadership in the East and West

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

    Gavekal Research

    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.

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

    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:

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

    Gavekal Research

    Multimedia Archive

    0
Show me: results