Gavekal Research

Yanmei Xie

Sep 17th 2020

There are some signs that Democrats and Republicans are inching towards a new spending deal to provide "enhanced" benefits to struggling companies and unemployed Americans. Yanmei argues that such a resolution would certainly buttress demand going into the winter season but a "no deal" outcome would not necessarily spell disaster for a US economy that is learning to live with Covid-19.

Gavekal Research

Tan Kai Xian

Sep 10th 2020

While the pandemic continues to ravage the US, the last month has seen rates of infection decline across most of the country. That situation has recently reversed in some low-population Midwestern states, but on balance the US has learnt to live with Covid, and therefore a resurgence in the fall will not result in the kind of disruption seen in March and April.

Gavekal Research

Charles Gave, Louis Gave, Will Denyer

Sep 04th 2020

Charles Gave, Louis Gave and Will Denyer joined Arthur Kroeber at the global investment roundtable to discuss what's going on in the global economy. Charles identified three big trends that will affect the investment environment in the long term, Will gave an in-dept update on the US economy, and Louis examined where to find assets with “anti-fragile” properties.

Gavekal Research

Gilliam Collinsworth Hamilton

Aug 27th 2020

Tensions in the South China Sea between the US and China are ramping up during a presidential campaign where the incumbent has set himself on a collision course with China. You do not have to be a crazed conspiracy theorist to wonder if this theatre could be the scene of an “October Surprise”.

Gavekal Research

Yanmei Xie

Aug 06th 2020

With the US presidential election less than three months away, polling suggests Joe Biden and the Democrats have a chance at a clean sweep of the White House and Congress. While Biden has been open about wanting to raise taxes and tackle climate change, he would inherit an economy still reeling from the coronavirus shock. With this in mind, Yanmei outlines what the 100 first days of a Biden presidency are likely to look like.

Gavekal Research

Dan Wang

Jul 29th 2020

As US-China tensions amp up, Hong Kong faces US actions in response to the national security law imposed by the Chinese government. This includes an end to preferential trade treatment and penalties for foreign financial institutions that transact with officials found to be undermining the city’s freedoms. In this video interview, Dan explains how the program will play out and addresses the question of whether the US government will target Hong...

Gavekal Research

Anatole Kaletsky, Louis Gave, Nick Andrews, Cedric Gemehl

Jul 22nd 2020

Anatole Kaletsky, Cedric Gemehl and Nick Andrews joined Louis Gave to talk about what lies in store for the European Union in light of Tuesdays agreement on a €750 billion Covid-19 recovery fund.

Gavekal Research

Thomas Gatley, Wei He, Arthur Kroeber

Jul 14th 2020

On Tuesday morning Thomas Gatley and Wei He joined Arthur Kroeber to discuss the Chinese equity bull market and the major reversal in the bond market.

Gavekal Research

Louis Gave, Anatole Kaletsky, Nick Andrews, Cedric Gemehl

Jul 08th 2020

Yesterday Nick and Cedric presented on the topic of their latest Strategy Monthly: A New European Dawn. In this they argue that Europe is finally embracing fundamental reform that should change the investment environment. Anatole offered his take on why the European Union is heading in a “Hamiltonian” direction.