Videos

Interviews

 
Video: Fixing China’s Population Crunch

Video: Fixing China’s Population Crunch

4 Jun 2021
China’s latest census revealed a low fertility rate, pointing to the population soon topping out. In response, the government has said that couples can now have up to three children but, as things stand, there is no reason to think that they will. In this video interview, Gilliam assesses the various policy levers that the authorities can pull to stop the Chinese nation getting smaller.
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Video: Buy The Crypto Dip?

Video: Buy The Crypto Dip?

25 May 2021
Crypto-currency prices have plunged in the last two weeks on a bad brew of news. Will wants to believe in crypto-currencies as an alternative form of money. However, he has struggled to see how such tokens make the jump to being “money”, with all that entails. The question is whether after such a big price drawdown, this skepticism is now discounted into the price.
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Video: Renewed Covid Changes Asia’s Macro Drivers

Video: Renewed Covid Changes Asia’s Macro Drivers

19 May 2021
Many Asian countries face a worsening Covid outbreak, even as the region’s mostly commodity-importing economies face sharply rising prices for energy and raw materials. Asia did go into this crisis with significant policy headroom, so it retains room for action but as Udith and Vincent discuss in this video interview that is now narrowing.
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Video: The Chill In EU-China Relations

Video: The Chill In EU-China Relations

12 May 2021
Hailed as a breakthrough when it was struck back in December, the EU-China Comprehensive Agreement On Investment is in trouble, with little chance the deal will be ratified in the European Parliament amid a deep deterioration in bilateral relations. Nick examines what the political frost means for the earnings of European companies operating in China.
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Video: The Economic Impact Of India's Second Wave

Video: The Economic Impact Of India's Second Wave

7 May 2021
If India's latest Covid wave peaks in the next few weeks, economic catastrophe can be avoided. However, India does not have much policy space in which to operate, so the counter scenario of new and more virile mutations driving a worsening outbreak does mean that hitherto stoic local investors could yet throw in the towel on Indian risk assets.
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Video: Towards A Sustainable Boom?

Video: Towards A Sustainable Boom?

28 Apr 2021
With a shoot-the-lights-out number universally expected when the US reports first quarter GDP data this week, Tan Kai Xian looks at the drivers propelling growth to determine whether US performance is sustainable, or just a flash in the pan. As a number of risks continue to loom large on the radar screen, in this video interview he assesses the implications of US growth for investors in risk assets.
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Video: A Global Minimum Corporate Tax Rate Is Coming

Video: A Global Minimum Corporate Tax Rate Is Coming

22 Apr 2021
With Joe Biden in the White House, international proposals for a global minimum corporate tax rate are back on the table. In this video interview, Yanmei Xie and Udith Sikand weigh the probability of agreement on a global tax rate, assess the degree of resistance, and look at who will really end up bearing the burden of higher effective corporate tax rates.
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Video: The UK Emerges, But To What?

Video: The UK Emerges, But To What?

16 Apr 2021
English consumers have this week embraced the end of lockdown and the reopening of non-essential services. Across Britain, a successful vaccination drive has raised hopes that drastically reduced Covid-19 infections and hospitalizations can be sustained as further restrictions are eased. In this video interview, Nick outlines what that is likely to mean for UK assets.
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Video: Procedural Shortcuts And Political Roadblocks

Video: Procedural Shortcuts And Political Roadblocks

9 Apr 2021
For a president with a scant majority of one in the US Senate, Joe Biden has an extremely ambitious legislative agenda, starting with a US$2trn infrastructure spending and tax bill. Yanmei examines the procedural shortcuts and political roadblocks that may either smooth or obstruct Biden’s proposed legislation to assess how much of the program is actually likely to make it into US law.
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Video: Unpacking The NFT Hype

Video: Unpacking The NFT Hype

31 Mar 2021
What’s a “non-fungible token”? Why would anyone pay millions of dollars for one? And what do they have to do with blockchains? In this video interview, Will unpacks the latest craze to explain what buying an NFT actually gets you, and considers whether this is a useful new technology or yet another case of blockchain hype.
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Events

 
Webinar: Global Investment Roundtable, October 2021

Webinar: Global Investment Roundtable, October 2021

8 Oct 2021
In Thursday's Global Investment Roundtable, Louis argued that shortages of everything from microchips to natural gas are structural in nature and augur a radical change in the investing environment. Anatole, in contrast, said that current supply disruptions are likely transitory and the inflation panic should pass relatively soon.
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Webinar: Having It Both Ways In Emerging Markets

Webinar: Having It Both Ways In Emerging Markets

1 Oct 2021
The question for emerging market policymakers is: do they follow the Federal Reserve and tighten monetary policy in anticipation of "taper tantrum II"? Or do they, instead, try and stimulate their weakened economies by keeping money cheap and hope this does not prompt a disorderly exit of capital?
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Webinar: European Course Correction, Or Steady On Ahead?

Webinar: European Course Correction, Or Steady On Ahead?

24 Sep 2021
Germans will soon go to the polls, while the European Central Bank has denied media reports that it is considering raising interest rates early. In other words, there is no shortage of news and events that may make markets jittery. In this webinar our Europe team attempt to make sense of it all and plot Europe’s likely fiscal and monetary course.
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Webinar: The Evergrande Crisis

Webinar: The Evergrande Crisis

23 Sep 2021
Markets have reacted violently to China Evergrande Group starting to default on US$300bn of obligations. The worry is that a disorderly failure causes a systemic crisis that dents Chinese growth and upends other emerging markets. Our team of analysts think such a chaotic denouement is unlikely and a managed solution remains the most likely outcome. In this webinar, they explain their thinking.
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Webinar: Questions Arise As US Growth Slows

Webinar: Questions Arise As US Growth Slows

17 Sep 2021
As renewed Covid outbreaks curtail activity and the labor market starts to normalize, the US economy is no longer generating big upside growth surprises. Will the Federal Reserve defer its retreat from super-easy monetary policy, and what will come of the Biden administration's fiscal strategy?
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Webinar: Understanding China's Regulatory Crackdown

Webinar: Understanding China's Regulatory Crackdown

10 Sep 2021
Even by China’s high standards, 2021 has seen an extraordinary amount of government intervention in the economy, as top leader Xi Jinping moves aggressively to implement his vision of national greatness. In this webinar our China team assess the impact on the economy and markets, and discuss what could cause this crackdown to pause or reverse.
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Webinar: Global Investment Roundtable, August 2021

Webinar: Global Investment Roundtable, August 2021

6 Aug 2021
The US growth outlook may be softening as the reopening boom weakens but equity markets seem relaxed as this outcome could delay the day when monetary stimulus is withdrawn. In our sign-off webinar for August, Gavekal partners asked if markets are right in their benign assessment, or whether a nasty surprise could emerge over the usually quiet summer months.
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Webinar: Europe Caught Between Stools

Webinar: Europe Caught Between Stools

30 Jul 2021
The US has taken an approach to the pandemic that involves reopening and “living with Covid”, whereas most East Asian economies are heading down the "zero-Covid" path. Europe seems to be caught between these two stools. Which way Europe turns could have a big impact on global growth, the value of the euro and key asset values.
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Webinar: The State Of Global Growth

Webinar: The State Of Global Growth

23 Jul 2021
The reflation trade has ebbed in recent weeks as investors have gotten more comfortable with the trajectory of US monetary policy and concerns have risen over the Delta variant of Covid disrupting economic opening. At the same time, China continues to crack down on its high-growth internet sector. Our team assessed the market implications of these trends.
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Webinar: What's Behind China's Internet Crackdown?

Webinar: What's Behind China's Internet Crackdown?

16 Jul 2021
China's authorities have aggressively tightened regulation of the formerly free-wheeling internet sector. In this webinar, Gavekal RedTech principal Michael Clendenin joined Gavekal Dragonomics's Ernan Cui and Thomas Gatley to analyze the government's motives in the ever-widening crackdown, forecast the next regulatory moves and explain how investors can navigate the risks.
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