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    Gavekal Research

    Monthly Conference Call Transcript — September 2016

    This is an unedited transcript provided by the conference call host.

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    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.

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    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.

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    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

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    Gavekal Research

    Video: The Politics Of Italy's Referendum

    Stefano Capacci On The Politics Of Italy's Referendum

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  • Gavekal Research

    Video: Indian Growth And Demographics

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  • Gavekal Research

    Video: Risks In US High Dividend Stocks

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    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.

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    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

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    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.

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    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.

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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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    Gavekal Research

    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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    Gavekal Research

    Video: On Brexit

    Nick Andrews discusses the possibility of a "Brexit"

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    Gavekal Research

    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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