Videos

Interviews

 
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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Video: Conflicting Signals From The US Labor Market

Video: Conflicting Signals From The US Labor Market

4 Feb 2019
The US labor market is sending apparently contradictory signals. On one hand the unemployment rate ticked higher in January. On the other, job creation was much stronger than expected. Will looks behind the latest data points to examine the labor market’s underlying trends, and concludes they spell relatively bullish news for the US economy and risk assets over the coming months.
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Video: Skirting Recession In Europe?

Video: Skirting Recession In Europe?

24 Jan 2019
This week the IMF has cut its GDP forecasts for European economies exposed to a synchronous global growth slowdown. Nick gauges the probability that core eurozone economies will fall into recession, examines the scope for stimulative policy responses and explores what the slowdown means for Europe’s financial markets.
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Video: Beyond The Government Shutdown

Video: Beyond The Government Shutdown

17 Jan 2019
As the US government shutdown threatens to enter its fifth week, Will looks back at previous shutdowns to weigh the likely impact on America’s economy and financial markets, against the backdrop of an aging economic cycle, flattening yield curve and tighter financial conditions.
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Video: China In 2019

Video: China In 2019

11 Jan 2019
Washington and Beijing will likely find some kind of accommodation on trade and China’s economy will suffer a tough first quarter that sees the authorities adopt a range of counter-cyclical measures. In this video interview, Arthur outlines our key China views for 2019 and offers investment recommendations for the renminbi, bonds and the Chinese equity market.
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Video: The Challenge For China's Internet Champions

Video: The Challenge For China's Internet Champions

14 Dec 2018
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Video: The Battle For Chinese Tech

Video: The Battle For Chinese Tech

14 Nov 2018
China imports more semiconductors than it does crude oil, highlighting its dependence on foreign technology and know-how. The US recognizes this weakness and is intent on squeezing China’s tech sector before it is able to produce the most advanced chips at home and in scale. For this reason, tech sits at the heart of the US-China tensions.
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Video: Why China Is Unlikely To Fold

Video: Why China Is Unlikely To Fold

19 Oct 2018
To many outside observers, China’s economy looks like a house of cards that is vulnerable to collapse should the US push a little harder in its trade actions. Louis is not convinced that this market-focused analysis of China’s situation properly reflects its vulnerability. He thinks the leadership is dug in for a long struggle against Washington.
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Video: An Unexpected Investment Environment

Video: An Unexpected Investment Environment

3 Sep 2018
With the exception of US equities, about the only other way most investors could have achieved a positive return this year was to have held US dollar cash. That has made for a very strange investment environment that few people saw coming. In this video interview, Louis reviews the experience of the last eight months and outlines potential scenarios for the remainder of 2018.
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Video: Understanding India’s Bad Loan Problem

Video: Understanding India’s Bad Loan Problem

25 Jul 2018
India has won kudos for adopting a modern bankruptcy law that makes it easier for big lenders to clean house on a bad debt problem that has festered since the early 2000s. In this video interview Udith discusses how the new bankruptcy law has worked in practice, and whether it will be enough to solve Indian banks' bad debt problem.
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Events

 
New York Seminar—May 2016

New York Seminar—May 2016

24 May 2016
We are pleased to present audio from our seminar in New York earlier this week with Charles Gave, Will Denyer, Anatole Kaletsky and Arthur Kroeber
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Hong Kong Seminar—April 2016

Hong Kong Seminar—April 2016

13 Apr 2016
We are pleased to present recordings and slides from our Hong Kong seminar with Louis-Vincent Gave, Will Denyer and Andrew Batson. Louis examines an important recent development: the US dollar has stopped rising. Will diagnoses the health of the US economy in one chart. And Andrew discusses three scenarios for China: doom, boom and muddle-through.
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London Seminar—April 2016

London Seminar—April 2016

11 Apr 2016
London Seminar—April 2016
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London Seminar: The Aggresively Friendly Giant

London Seminar: The Aggresively Friendly Giant

27 Oct 2015
What sort of country is China, and what sort of power does it want to be? In this presentation to our seminar in London, Tom Miller explains how to understand the signals China’s leaders have been sending. China wants to pursue great-power status, a process that may alienate its neighbors and will require adjustments from the US.
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London Seminar Presentation Slides - October 2015

London Seminar Presentation Slides - October 2015

27 Oct 2015
These are the London Seminar presentation slides from October 2015
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London Seminar Audio And Slides

London Seminar Audio And Slides

27 Oct 2015
We held our main fall seminar on October 27 in London, where Anatole Kaletsky, Francois-Xavier Chauchat, Neil Newman, Tom Miller and Louis-Vincent Gave presented their views on the global economy. Anatole discussed the implications of recent developments in financial markets; Francois examined Europe’s resilience to global headwinds; Neil outlined three major investment themes in Japan; Tom explored China’s regional foreign policy ambitions, and Louis asked whether the world is facing a solvency crisis, or a liquidity squeeze. As ever, their presentations were followed by a lively question and answer session.
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Excerpt from Anatole Kaletsky's Hong Kong Seminar Presentation

Excerpt from Anatole Kaletsky's Hong Kong Seminar Presentation

21 Oct 2015
Excerpt From Anatole Kaletsky's Hong Kong Seminar Presentation
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Hong Kong Seminar: Housing Explains Everything

Hong Kong Seminar: Housing Explains Everything

21 Oct 2015
What is the best way to sort through the complexities of China’s enormous, continent-sized economy? In this presentation to our seminar in Hong Kong, Andrew argues that if you understand what’s going on in the housing market, then you know pretty much everything you need to know about the Chinese economy.
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Hong Kong Seminar, October 2015

Hong Kong Seminar, October 2015

21 Oct 2015
This is the full recording from Gavekal's October Hong Kong seminar featuring Joyce Poon, Andrew Batson and Anatole Kaletsky as well as a Q&A session.
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