Videos

Interviews

 
Video: A Looser Labor Market

Video: A Looser Labor Market

8 Nov 2021
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.
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Video: India's Comeback

Video: India's Comeback

28 Oct 2021
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.
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Video: Typhoon Season For Hong Kong

Video: Typhoon Season For Hong Kong

21 Oct 2021
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 Evergrande’s offshore bonds will undermine the credibility of Hong Kong’s markets.
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Video: Musical Chairs At The Fed

Video: Musical Chairs At The Fed

13 Oct 2021
After the resignation of two regional Federal Reserve branch presidents over potential conflicts of interest, the knives are out in Washington for Jay Powell. In this video interview, Will assesses what personnel changes at the Fed may mean for the trajectory of US monetary policy and for the Fed’s role as US banking supervisor.
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Video: Entente Discordiale

Video: Entente Discordiale

8 Oct 2021
As if a tight labor market, rising inflation and widespread fuel shortages weren’t enough to contend with, the United Kingdom is also seeing a sharp deterioration in its relations with the European Union, and France especially. Nick examines what worsening cross-Channel relations could mean for the economies of the UK and EU.
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Video: The Divergence In Central Banking

Video: The Divergence In Central Banking

28 Sep 2021
A material difference has opened up in both the actions and signaling of global central banks, as they exit from pandemic-era monetary policy settings. On the hawkish side is the likes of the Federal Reserve and on the dovish side the European Central Bank and a raft of Asian policymakers. The question is who could be on the verge of making a policy mistake.
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Video: Asia’s Diverging Covid Strategies

Video: Asia’s Diverging Covid Strategies

23 Sep 2021
Asian economies are often lumped into the collective bucket of following “zero-Covid” elimination strategies. That has certainly been the case in most of the region’s big economies. However, there is increasingly an impetus by the better-vaccinated countries to fully reopen. Vincent surveys the landscape and draws some conclusions regarding preferred currency plays.
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Video: Cryptos, NFTs And CyberPunks

Video: Cryptos, NFTs And CyberPunks

16 Sep 2021
As investors have flipped between euphoria and dejection over the future of crypto-currencies and related digital assets, prices have had a crazy ride. In this video Will outlines a framework for thinking about valuations. Even if digital art sold as NFTs sticks around, the basic economics of their use case means they probably won't be great stores of value.
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Video: The Economics Of Germany's Election

Video: The Economics Of Germany's Election

10 Sep 2021
Ahead of Germany’s election in a couple of weeks, the center-left Social Democratic Party has recently climbed up the polls to eclipse the previously dominant Christian Democratic Union. If the polling is right, the SPD is likely to form a coalition government with Germany’s smaller parties. Nick breaks out the tea leaves to see what a political shift is likely to mean.
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Video: The Implications Of Afghanistan

Video: The Implications Of Afghanistan

3 Sep 2021
In the same week that the US military completed its chaotic withdrawal from Afghanistan, President Joe Biden outlined a more contained doctrine for US foreign policy. In this video interview, Yanmei argues against a declinist view of the Kabul dash for the exit, contending that the longer-term impact may be a much-needed reset of the American imperial project.
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Events

 
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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Webinar: China's Conflicting Pressures In The Second Half

Webinar: China's Conflicting Pressures In The Second Half

9 Jul 2021
China is entering the second half of 2021 with its strong post-Covid economic momentum still intact, despite policymakers staying consistently hawkish on debt and property. In this webinar Wei He, Rosealea Yao and Thomas Gatley outlined how these conflicting pressures will play out over the rest of the year, and discussed the potential for an easing of the policy stance.
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Webinar: Can Things Really Keep Getting Better?

Webinar: Can Things Really Keep Getting Better?

2 Jul 2021
The US economy continues to break growth records as it reopens and other big regions may be set to go the same way, while Asia continues to prosper from a strong export outlook. The question is not whether the world economy slumps back into a funk, but whether growth expectations are now set too bullish.
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Webinar: Can Europe Normalize?

Webinar: Can Europe Normalize?

25 Jun 2021
In yesterday's webinar, Cedric and Nick assessed the risks and opportunities associated with Europe's economic reopening, the effectiveness of the new Recovery Fund backed by mutualized debt, and the signs heading into a new political season in which Euroskeptic parties stand to do well.
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Webinar: The Market Impact Of US Policymakers

Webinar: The Market Impact Of US Policymakers

18 Jun 2021
In yesterday’s webinar, our team of US analysts considered what the Federal Reserve's tentative moves to normalize monetary policy means for growth and asset values. They also offered updates on US fiscal policy and anti-trust developments.
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Webinar: The Risk To Emerging Markets

Webinar: The Risk To Emerging Markets

11 Jun 2021
In yesterday's webinar, Udith Sikand, Vincent Tsui and Tom Miller weighed up the risks of capital flight from emerging markets as the Federal Reserve again starts talk of tapering. They focused on the different outlook for Asian exporting powerhouses and commodity producers, and discussed India, which is emerging from a severe second wave of Covid-19.
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Webinar: Global Investment Roundtable, June 2021

Webinar: Global Investment Roundtable, June 2021

4 Jun 2021
The big question is still about how durable the current burst of inflation will prove to be. Anatole and Louis joined Arthur to debate this—and everything else going on in the world economy—at our monthly global investment roundtable.
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