Videos

Interviews

Video: Pandemics, Protests And Outperformance

Video: Pandemics, Protests And Outperformance

7 May 2020
Hong Kong’s GDP contracted almost -9% year-on-year in the first quarter, as the impact of the coronavirus hammered an economy already severely weakened by the last year’s anti-government street protests. In this video interview, Tom examines the storms battering Asia’s premier financial center, and accounts for the resilience of its financial system.
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Video: The US’s Exit From Lockdown

Video: The US’s Exit From Lockdown

30 Apr 2020
The United States is moving towards a release from its lockdown. With individual states treading different paths, the process looks messy and accident-prone. However, Yanmei argues that investors should look through the noise of states’ rights arguments as the US is cranking up Covid-19 testing and generally heading in the right direction.
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Video: North Korea's Succession Question

Video: North Korea's Succession Question

23 Apr 2020
North Korean leader Kim Jong-un failed to show up to last week’s celebration of the birthday of his grandfather, North Korea’s founder Kim Il-sung, sparking vivid speculation about his health and the chain of succession in the isolated country. In this video interview Yanmei breaks down what could happen in a power vacuum left by the supreme leader.
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Video: Europe's Unfinished Business

Video: Europe's Unfinished Business

16 Apr 2020
Eurozone finance ministers attempted to put a positive spin on the no strings €500bn Covid-19 relief package they agreed last week. But everyone is unhappy with the deal. With Italy’s debt to GDP ratio set to soar, Rome is calling for the mutualization of debt among eurozone economies; something Berlin and the Hague have ruled out.
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Video: The US Economic Response

Video: The US Economic Response

9 Apr 2020
The US government has promised unprecedented support to individuals and businesses who face loss of income as a result of Covid-19. Will Denyer weighs the measures to see if they will be enough to sufficiently limit the economic damage wrought.
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Video: The US Can Do A V-Shaped Recovery

Video: The US Can Do A V-Shaped Recovery

2 Apr 2020
The US economy can be assumed to already be in recession, yet KX is relatively confident in its ability to generate a V-shaped recovery once lockdowns are materially eased.
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Video: What's Up With The Pound

Video: What's Up With The Pound

25 Mar 2020
Along with other second-tier currencies the British pound fell steeply between early and mid-March as investors dashed to get their hands on US dollar cash. That US dollar liquidity squeeze has now eased, and sterling has found a near-term bottom. But the outlook for the British currency remains clouded amid the UK’s coronavirus lockdown.
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Video: Time For A Fiscal Union?

Video: Time For A Fiscal Union?

17 Mar 2020
The coronavirus pandemic, with its calls for a coordinated European Union-wide fiscal stimulus to counter the inevitable economic ill-effects, would appear to be the ideal opportunity to press forward with the next big step towards European integration by forging a eurozone fiscal union. But things are not so simple.
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Video: Regime Change In The Oil Market

Video: Regime Change In The Oil Market

12 Mar 2020
The breakup of the Opec+ oil cartel and the ensuing price war between Russia and Saudi Arabia triggered a -30% fall in the price of oil and spooked financial markets. Moscow has upended the monopolistic pricing regime that has supported the price of oil over the last three years. Tom Holland examines the consequences of the oil market’s regime change.
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Video: What Can The ECB Do?

Video: What Can The ECB Do?

5 Mar 2020
This week the US federal Reserve cut interest rates to counter the effects of the coronavirus outbreak, and the European Central Bank promised to follow suit with “appropriate” measures of its own. But eurozone policy rates are already negative, which severely limits the scope for further cuts.
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Events

 
Webinar: Europe Update (May 2020)

Webinar: Europe Update (May 2020)

20 May 2020
In yesterday's webinar, Anatole Kaletsky, Cedric Gemehl and Nick Andrews joined Louis Gave to assess policy measures to deal with Covid-19 in Europe and discuss the significance of a €500bn coronavirus Recovery Fund.
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Webinar: China And The US Race Toward The Precipice

Webinar: China And The US Race Toward The Precipice

15 May 2020
The rivalry between the US and China has taken a turn for the worse during the Covid-19 pandemic. In yesterday’s webinar, Tom Miller talked about how China has attempted to use the pandemic in its global influence strategy. Dan Wang updated viewers on the technology rivalry. And Arthur Kroeber outlined how the US-China relationship got to this point.
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Webinar: The Kitsune Market — Tail Risks In An Unnatural Time

Webinar: The Kitsune Market — Tail Risks In An Unnatural Time

13 May 2020
Most of the world’s big economies have been shut down in response to a pandemic disease—a truly unprecedented event. This led to extreme market moves and also generated an unusually large array of tail risks. Louis likens these to the nine tails of the magical kitsune or fox of Japanese mythology. In yesterday's webinar he elaborated on this idea.
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Webinar: China And Emerging Markets Update

Webinar: China And Emerging Markets Update

7 May 2020
China has started to reopen its economy, but it is proving hard to get Chinese consumers and small businesses up and running again. He Wei and Andrew Batson provided the latest updates on policy efforts to revive China’s economy. Udith Sikand reviewed the broader outlook for emerging markets.
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Webinar: What Does Covid-19 Mean For Emerging Markets?

Webinar: What Does Covid-19 Mean For Emerging Markets?

5 May 2020
So far the Covid-19 pandemic seems to have been a less significant health event in most emerging markets. Yet EMs are bound to suffer a lot of economic damage not only from their own lockdowns but also from the demand collapse in Europe and the US. Udith Sikand and Vincent Tsui analyzed where the investment opportunities lie, and Tom Miller offered the prognosis for India.
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Webinar: Global Investment Roundtable, April 2020

Webinar: Global Investment Roundtable, April 2020

1 May 2020
Markets are showing both signs of dislocation (in negative oil prices) and impressive stability (the S&P 500 is only down -4.1% over the previous 12 months). Is this stability a Federal Reserve-induced illusion? Are there more shocks to come? If so, where? In our monthly investment roundtable, Louis, Charles and Anatole discussed market scenarios for the months ahead.
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Webinar: Modeling Projections For The Covid-19 Epidemic

Webinar: Modeling Projections For The Covid-19 Epidemic

30 Apr 2020
Gavekal Intelligence Software is collaborating with ETH Zurich and Shenzhen's Southern University of Science & Technology to track the spread of Covid-19. GIS principal Didier Darcet presented the findings in a conversation with Louis Gave
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Webinar: Investing In A Time Of Covid-19 (French)

Webinar: Investing In A Time Of Covid-19 (French)

24 Apr 2020
Charles Gave Louis Gave, and Cedric Gemehl, along with principal of Gavekal Intelligence Software Didier Darcet, participated in a French-speaking webinar. They discussed the global investment outlook in light of the latest Covid-19 tracking data, and how to invest in a world dominated by central banks.
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Webinar: Outlook For China Consumption, Labor Markets And Supply Chains

Webinar: Outlook For China Consumption, Labor Markets And Supply Chains

23 Apr 2020
In Thursday's webinar, Michael Clendenin, principal of Gavekal RedTech, presented the findings of RedTech's consumer surveys in China. Gavekal Dragonomics's Ernan Cui outlined the status of China's labor markets and how they relate to consumption, and Dan Wang spoke on what the Covid-19 crisis is doing to supply chains both in China and globally.
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Webinar: Outlook For The US Economy And Global Markets

Webinar: Outlook For The US Economy And Global Markets

22 Apr 2020
In Tuesday's webinar, Will Denyer reviewed the economic situation in the US and suggested how investors should position their portfolios, and Louis Gave presented his global macroeconomic view, taking into account the remarkable developments in the oil market.
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