Videos

Interviews

Video: Europe's Green Borders

Video: Europe's Green Borders

6 Jan 2023
In December the European Union agreed on a “carbon border adjustment mechanism”, which from 2026 will impose a tariff on certain imports to the bloc based on emissions from their production. Nick explains the plan and how it compares with protectionist measures in other major economies.
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Video: Another Congress, Another Debt Ceiling Showdown

Video: Another Congress, Another Debt Ceiling Showdown

15 Dec 2022
Another fight over the American debt ceiling is brewing in Washington, D.C. It is hard to think that the US government debt-ceiling standoff will not be settled but in the meantime, this could materially impact US liquidity conditions over the coming six months.
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Video: The US-EU Disunited Front

Video: The US-EU Disunited Front

9 Dec 2022
Joe Biden’s Inflation Reduction Act has raised hackles in the European Union, where politicians complain that US green subsidies unfairly tilt the playing field to the disadvantage of European companies. The dispute threatens to jeopardize US efforts to enlist European support for Washington’s economic confrontation with China.
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Video: Unpicking China's Covid Exit

Video: Unpicking China's Covid Exit

2 Dec 2022
China took the first steps towards a de facto reopening this week, as the country’s strict Covid containment regime broke down following protests last weekend. In this interview, Christopher looks at why the breakdown happened and how reopening is likely to unfold in the coming weeks and months, including its implications for the economy.
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Video: The Structural Decline In Europe’s Competitiveness

Video: The Structural Decline In Europe’s Competitiveness

24 Nov 2022
Over the last 12 months, the eurozone’s trade balance has swung from surplus into a deficit. And energy prices are only part of the reason. Nick explains that the eurozone is also suffering a structural decline in its manufacturing competitiveness that will to weigh on growth for years to come.
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Video: How To Play The US Housing Decline

Video: How To Play The US Housing Decline

18 Nov 2022
With affordability at a near 40-year low, demand for US housing has faded and homebuilders’ confidence has evaporated. In this video interview, Kai Xian explains how bad things could get and presents an investing strategy that could work even in very bad market conditions.
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Video: India's Changing Investment Cycle

Video: India's Changing Investment Cycle

10 Nov 2022
In a growth-challenged world, India stands out as something of a bright spot. The economy is hardly firing on all cylinders but there are signs of a new investment cycle starting to unfold. Tom recently did a research trip in the country for the first time since the pandemic and in this interview explains his findings.
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Video: Hong Kong's New Path

Video: Hong Kong's New Path

4 Nov 2022
After two years locked away behind Covid controls, Hong Kong is reopening to the world. Arthur knows the city well and has just spent two weeks there meeting entrepreneurs and financiers. In this interview he explains his conditional optimism that the city still has an important role to play as a financial center for China.
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Video: Brazil After The Election

Video: Brazil After The Election

7 Oct 2022
Brazil will go into a second-round presidential election run-off at the end of the month with two candidates offering two quite different models of governance and economic management. Jair Bolsonaro and Luiz Inácio Lula da Silva are also likely to have very different relationships with China, which Tom argues could be material in assessing Brazil’s economic outlook.
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Video: The New Italian Job

Video: The New Italian Job

30 Sep 2022
After last weekend’s election, Italy’s next prime minister is set to be an ultra-conservative Euroskeptic. But investors focused instead on the dramas emerging from the bond markets of Britain and the US. In this interview, Nick assesses the likely approach of the next Italian government and what this means for European risk.
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Events

Webinar: China’s Covid Surge And The Reopening Rally

Webinar: China’s Covid Surge And The Reopening Rally

20 Jan 2023
China continues to reel from a massive wave of Covid infections, but cases may have already peaked in most places. In this webinar our China team discussed the pace of reopening and its market implications. Ernan Cui provided the latest updates on the Covid situation, and Thomas Gatley assessed how far the reopening rally has to run.
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Webinar: The Big Investment Themes Of 2023

Webinar: The Big Investment Themes Of 2023

14 Jan 2023
Will the fall of the US dollar over the last quarter of 2022 continue in 2023? What does China’s reopening mean for asset markets? For commodities demand? And for global inflation? And what is the outlook for OECD bonds? In this webinar Louis tackles the big questions head-on, and expands on his key investment themes for the year ahead.
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Webinar: China After The Reopening

Webinar: China After The Reopening

16 Dec 2022
China’s reopening from Covid containment is already well under way, and looks likely to be fast and messy. In this webinar members of our China team assessed the outlook next year for monetary and fiscal policy, capital markets and the country’s ailing property sector.
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Webinar: Looking Ahead To 2023

Webinar: Looking Ahead To 2023

9 Dec 2022
Gavekal partners discuss the dominant macro factors impacting global economies and markets in the coming year. Anatole assesses whether an inflation-busting recession really does beckon for the US and other major economies. Arthur presents an update on China’s messy exit from zero-Covid and explains what this means for its economic outlook. Louis moderates the discussion.
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Webinar: Fiscal And Monetary Policy After The Midterms

Webinar: Fiscal And Monetary Policy After The Midterms

2 Dec 2022
With a change of political control looming in the US House of Representatives, fiscal policy could be increasingly important in dictating the remainder of this economic cycle. On top of that, the Federal Reserve may soon pivot. Will and KX unpick what this all means.
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Webinar: China’s Loss, India’s Gain

Webinar: China’s Loss, India’s Gain

24 Nov 2022
India's stock market has been one of the best performing in Asia this year, and the country is also benefiting from contract tech manufacturers starting to redirect direct investment from China. The question for the Indian economy is whether domestic companies follow suit and help to initiate a new investment cycle.
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Webinar: Europe's Winter Journey

Webinar: Europe's Winter Journey

18 Nov 2022
Although Europe has a decent chance at escaping painful energy rationing this winter, higher energy prices have already hurt growth, while inflation has become entrenched across much of the economy. Cedric Gemehl and Nick Andrews weighed the forces driving European growth and inflation, and assessed the outlook for financial markets.
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Webinar: Looking For A Hiding Place

Webinar: Looking For A Hiding Place

9 Nov 2022
As the global economy shifts down a gear and the Federal Reserve continues to turn the screws on inflation, Louis Gave and Anatole Kaletsky assessed the outlook for investors in a run-in to the year-end which looks like it may not be pretty.
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Webinar: Time To Batten Down The Hatches?

Webinar: Time To Batten Down The Hatches?

4 Nov 2022
The US economy is approaching recession territory, while the Federal Reserve continues to tighten liquidity conditions. Add in political uncertainty ahead of the US midterm elections and this is a testing moment to be managing a portfolio. In yesterday's webinar, Will Denyer and Tan Kai Xian offered suggestions on where to seek shelter from the storm.
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Webinar: After The Party Congress

Webinar: After The Party Congress

28 Oct 2022
Where will Xi Jinping take China after the conclusion of the Party Congress? In this webinar, our China team assessed what we learned, and what we didn't, from the most important event in the Communist Party's political calendar. They decoded the signals on politics and policy, explored the implications of the new leadership team, and analyzed the next evolution of Covid strategy.
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