E.g., 16-01-2022
E.g., 16-01-2022
We have found 364 results.
View by: Grid List
Sort by: Relevancy Date
  • Please login, request a trial or contact our sales team for more information

    Gavekal Research

    Webinar: Global Investment Roundtable, January 2022

    In the US and Europe, the new year has begun with a huge wave of workplace absenteeism due to surging omicron Covid cases. In China, policymakers are adopting a whack-a-mole approach to multiple Covid outbreaks, while other emerging economies are curtailing market opening measures. Our team outline their base case views for growth, inflation and markets in 2022.

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

    Gavekal Research

    Video: The Quirinale Question

    The possibility that Italian prime minister Mario Draghi could be installed as the country’s largely ceremonial president when parliament chooses a new head of state next month has raised fears of a new period of political instability. In this video interview, Nick Andrews assesses the implications for Draghi’s ongoing structural reform program, and for Italian asset prices.

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

    Gavekal Research

    Video: The Case For US Bank Stocks

    As the Federal Reserve dials back its quantitative easing program, the US economy is back to relying on banks as the main agents of credit creation. And as US yields move higher, Will is convinced that large-cap bank stocks offer one of the best bets in the US market. In this video interview, he explains why.

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

    Gavekal Research

    Video: The Struggle For Self-Sufficiency

    US efforts to slow the development of China’s domestic semiconductor industry through export bans on US-origin technology has duly stymied its leading chipmakers. As a result, Beijing is working hard to achieve some form of technological self-sufficiency. In this interview, Gavekal Fathom China’s Tilly Zhang outlines two prongs of the effort.

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

    Gavekal Research

    Webinar: Global Investment Roundtable, December 2021

    Our senior team consider the big strategy questions that should be vexing investors in 2022. This includes an assessment of potential positive surprises that could present opportunities for investors who are positioned ahead of time. Our team also consider prospects for the undersupplied and underinvested global energy market.

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

    Gavekal Research

    Video: Pricing French Political Risk

    With four months to go before France’s 2022 presidential election, the lion’s share of publicity has so far been captured by the populist rightCedric assesses whether a right-wing Euroskeptic could really capture the Elysée palace come April, to what extent polling gains by populist candidates icould destabilize Europe’s financial markets.

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

    Gavekal Research

    Beijing Seminar & Webinar — December 2021

    In our recent live-streamed seminar in Beijing, Anatole presented his case for why markets are right not to panic about high headline inflation numbers. Louis cast doubt on claims that this current bout of inflation is transitory. Arthur and members of the Dragonomics team presented on China's economy, policy goals and asset markets.

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

    Gavekal Research

    Webinar: Europe's Winter Troubles

    As winter sets in, Europe seems beset with uncertainties: around Covid, energy prices and inflation. Anatole Kaletsky, Cedric Gemehl and Nick Andrews weigh these and other forces that will be at work in 2022 to assess the outlook for Europe’s economy and markets in the new year.

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

    Gavekal Research

    Video: The State Of The US Economy

    With US inflation way above target, the Federal Reserve is considering a faster than initially planned wind down to its asset purchases. In this video interview, Will examines the US’s inflationary dynamic and assesses the impact that a renewed Covid outbreak could have on the growth outlook and markets.

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

    Gavekal Research

    Video: Russia And The European Energy Equation

    The sharp rise this year in European energy prices has been widely attributed to Russia, which has declined to increase near-term supplies of natural gas to Europe in line with the region’s demand growth. Nick examines the incentives guiding Moscow’s decisions and explores the potential impact of Russia’s choices on Western Europe’s inflation and growth outlook.

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

    Gavekal Research

    Webinar: Contrarian Takes On Two Emerging Markets

    The consensus view seems to be that Brazil is too risky and South Korea is the big money-maker among emerging markets. Not quite so, say Udith and Vincent. In this webinar, Udith outlines why it may be worth it for investors to take on some risk in Brazil and Vincent argues that South Korea’s star may be fading as the export outlook weakens and inflation rises.

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

    Gavekal Research

    Shanghai Seminar — November 2021

    In our recent Shanghai seminar, Arthur Kroeber addressed China's policy moves this year, the decarbonization drive and the rivalry with the US; Thomas Gatley outlined the status and prospects for China's economy and markets; and Louis Gave presented his latest macroeconomic views as inflationary pressures around the world continue to mount.

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

    Gavekal Research

    Video: The Conflicting Signals In US Consumption

    The US recorded continued strong retail sales growth in October. But more forward-looking surveys are showing a deep deterioration in consumer sentiment as gasoline prices have risen to seven-year highs, acting as an effective tax on households’ discretionary spending power. In this video interview, KX weighs these conflicting forces to assess the outlook for US consumer demand in 2022.

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

    Gavekal Research

    Webinar: A Climate Of Change

    As the COP26 climate conference reached its end, our team of analysts convened to discuss what to make of the world’s major economies’ climate pledges. Europe has the most ambitious target, the US has finally outlined its specific goals, and China too has set a date by which to achieve a net-zero emission economy. How rough will the transition be?

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

    Gavekal Research

    Video: A Looser Labor Market

    In the US expectations are growing that labor shortages will drive accelerating pay rises, exacerbating inflationary pressures. In the eurozone, as Nick explains, the situation is different. Although anecdotes abound about employers struggling to staff up, these are a temporary wrinkle caused by rapid reopening in narrow sectors.

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

    Gavekal Research

    Webinar: Global Investment Roundtable, November 2021

    At November's Global Investment Roundtable, Gavekal’s senior team convened to discuss the global macro environment as energy prices continue to rise and the US Federal Reserve gets closer to winding down its monetary accommodation.

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

    Gavekal Research

    Webinar: Europe's Dislocated Recovery

    Europe is in the grips of an energy crisis that is disrupting multiple industries and acting as an effective tax on consumption. In addition to broader supply chain bottlenecks, the worry is that these factors choke off Europe's nascent economic recovery. In this webinar our team of analysts assess these dynamics.

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

    Gavekal Research

    Video: India's Comeback

    India posted a blazing 20% year-on-year growth figure in the calendar year’s second quarter. The country seems to have ducked a third Covid wave and equity investors remain ebullient. In this video interview, Udith explores a number of gathering problems for the Indian economy but concedes that the good times could easily keep on rolling.

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

    Gavekal Research

    Webinar: What To Expect As The Fed Tapers

    The Federal Reserve is planning to wind down its creation of artificial savings just as the US net national savings rate has ticked lower and the Treasury is preparing to rebuild its depleted cash balances. Will and KX set out what these all these shifts—as well as rising inflation, tightening labor markets and deteriorating housing affordability—mean for US stock and bond markets.

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

    Gavekal Research

    Video: Typhoon Season For Hong Kong

    Hong Kong is sticking to its zero-Covid policies, complete with a travel ban on outsiders and Draconian quarantine rules for returning residents, even as Singapore tentatively reopens to international arrivals. In this video interview, Vincent explains what is driving Hong Kong’s uncompromising stance on Covid. He assesses whether it will damage the city’s standing as a regional financial center, and whether doubts over the status of China...

    0
Show me: results