Videos

Interviews

 
Video: India's Acceleration Phenomenon Explained

Video: India's Acceleration Phenomenon Explained

3 May 2019
Multinationals and investors are looking to India to deliver the next great surge in sales of consumer goods and services. But demand will not expand in a linear fashion as GDP increases. The acceleration phenomenon dictates that sales of different products and services will grow in leaps and bounds as cohorts of new consumers surpass key income thresholds.
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Video: India's Hard-To-Call Election

Video: India's Hard-To-Call Election

18 Apr 2019
India’s cacophonous exercise in democracy is well underway and polling suggests there is only a 50% chance of a Narendra Modi-led BJP holding onto power. Tom dives into the details of why the “bear-hugging” reformer has electoral problems this time around. Tom also considers the likely outcome of the election for Indian asset markets.
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Video: Where Now For EU-China Relations?

Video: Where Now For EU-China Relations?

12 Apr 2019
The annual EU-China summit concluded this week with usual diplomatic platitudes about deepening partnerships and strengthening cooperation. But the meeting took place against a backdrop of heightened tensions, after the EU declared China a “systemic rival” and with many European politicians highly critical of China’s economic nationalism.
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Video: Chinese Property Is Slowing, Not Collapsing

Video: Chinese Property Is Slowing, Not Collapsing

5 Apr 2019
Home sales in China fell by 3.6% in the first two months of 2019. This, however, was better than expected considering that this upcycle is now four years old. Lower mortgage rates and supportive policies by local governments should prop up demand, and Rosealea expects overall housing sales to decline a modest 2% for the year.
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Video: Europe's Response To China

Video: Europe's Response To China

27 Mar 2019
Europe has an ambivalent relationship with China that is increasingly under scrutiny. The European Commission recently labelled China a “systemic rival” and France and Germany want to create corporate champions to compete against Chinese state owned enterprises. Europe, however, is not singing from the same hymn sheet.
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Video: Intervention To Support The HKD Signals Strength, Not Weakness

Video: Intervention To Support The HKD Signals Strength, Not Weakness

21 Mar 2019
In the last two weeks, the Hong Kong Monetary Authority has been forced to sell US dollars in the foreign exchange market to maintain the Hong Kong Dollar's peg to the US dollar. Yet far from signaling a crisis, the interventions are a symptom of confidence in Hong Kong’s financial system, which is swimming with liquidity.
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Video: The Fed's Potential Paradigm Shift

Video: The Fed's Potential Paradigm Shift

15 Mar 2019
The Federal Reserve is debating a fundamental shift in its inflation targeting. Right now it's targeting 2% inflation no matter what it has been in the past, a so-called "bygones" policy. In this video interview Will discusses the consequences of switching to price-level targeting, where the aim is to keep average inflation over time at 2%.
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Video: Shifting Sands At The Fed

Video: Shifting Sands At The Fed

6 Mar 2019
The US Federal Reserve has said it is likely to end its process of balance sheet “normalization” sooner than previously planned. This sounds like an obscure monetary technicality, but it has important implications for investors. In this video interview Will explains why.
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Video: What Kind Of US-China Deal?

Video: What Kind Of US-China Deal?

21 Feb 2019
In recent weeks, the US dollar has rallied, emerging markets have been strong and gold seems to be breaking out to the upside. That is an unusual combination, and in this video Louis outlines three possible explanations for the moves. Most provocatively, as the US-China trade talks get critical, he wonders if China is gearing up to accept a one-off revaluation of the renminbi.
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Video: Containing China's Tech Ambitions

Video: Containing China's Tech Ambitions

15 Feb 2019
More constructive rhetoric suggests the US and China may be about to strike a truce on tariffs and market access. However, that does not mean they are about to bury the hatchet. Powerful groups in Washington want to contain China’s rise as a technological power, and the US has many tools at its disposal even if it drops tariffs.
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Events

 
Seminar Series Multimedia — Fall 2019

Seminar Series Multimedia — Fall 2019

28 Nov 2019
Partners and analysts present their core ideas for the big economic regions and global markets heading into the year-end and looking forward to 2020.
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Video: Is The Worst Behind Us?

Video: Is The Worst Behind Us?

26 Apr 2019
At our seminar in Shanghai, Chen Long presented the outlook for China’s economy and markets. Crucially, the credit cycle appears to have bottomed out, and credit growth should accelerate towards the end of the year. He expects the overall economy to follow suit. He also covered the outlook for capital markets, equities and the renminbi.
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Hong Kong Seminar — April 2019

Hong Kong Seminar — April 2019

9 Apr 2019
Louis Gave examined the reasons for equity markets' good performance amid a global trade slowdown; Thomas Gatley assessed the state of the Chinese economy and whether the current Chinese equity bull market still has legs; Udith Sikand reckoned it is time to be positive on emerging markets, especially EM Asia.
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London Seminar — March 2019

London Seminar — March 2019

3 Apr 2019
Cedric Gemehl examined the possibility of a European rebound; Charles Gave argued the world is splitting into three distinct monetary zones; Tom Miller presented on the state of the US-China trade talks and the health of the Chinese economy; Anatole Kaletsky examined the risks to the bull market, and arrived at a bullish conclusion.
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Hong Kong Seminar — November 2018

Hong Kong Seminar — November 2018

9 Nov 2018
At Gavekal’s seminar in Hong Kong this week, Yanmei Xie, Arthur Kroeber and Will Denyer presented their latest views on China's economy, trade war, and how to approach asset allocation in the US.
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London Seminar — October 2018

London Seminar — October 2018

9 Nov 2018
At Gavekal’s seminar in London last month Charles Gave and Anatole Kaletsky presented on whether the world is breaking up into three different monetary zones, and whether this is a correction to, or an end to, the long-running global bull market. Micahel Clendenin of Gavekal RedTech explained how they conduct research on the Chinese technology and internet sector.
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Beijing Seminar — October 2018

Beijing Seminar — October 2018

30 Oct 2018
At Gavekal’s seminar in Beijing last week, Louis-Vincent Gave, Udith Sikand and Chen Long presented their latest views on the turn in global markets, the prospects for emerging markets in the quarters ahead, and on China's policy priorities as it faces down the US in a prolonged rivalry.
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Hong Kong Seminar — April 2018

Hong Kong Seminar — April 2018

13 Apr 2018
At Gavekal’s seminar in Hong Kong this week, Arthur Kroeber, Rosealea Yao and Nick Andrews presented their latest views on the brewing trade war between the US and China, Chinese growth and the property market outlook, and how to capture European growth.
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London Seminar — March 2018

London Seminar — March 2018

23 Mar 2018
In our seminar in London this week Charles pondered the investment consequences of the US moving back into an inflationary period. Tom discussed Chinese politics in light of Xi Jinping’s elevation. Cedric presented on how investors can best benefit from the diversity of the European economy. Anatole explained why the long-running global bull market is likely to continue, but also where the risks are buried.
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New York Seminar — November 2017

New York Seminar — November 2017

22 Nov 2017
At Gavekal's November seminar in New York Louis Gave, Arthur Kroeber, Cedric Gemehl and Anatole Kaletsky presented their macro outlooks and investment recommendations.
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