Videos

Interviews

Video: A Joe Biden Presidency?

Video: A Joe Biden Presidency?

6 Aug 2020
Yanmei Xie
With the US presidential election less than three months away, polling suggests Joe Biden and the Democrats have a chance at a clean sweep of the White House and Congress. While Biden has been open about wanting to raise taxes and tackle climate change, he would inherit an economy still reeling from the coronavirus shock. With this in mind, Yanmei outlines what the 100 first days of a Biden presidency are likely to look like.
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Video: The Hong Kong Sanctions Regime

Video: The Hong Kong Sanctions Regime

29 Jul 2020
Dan Wang
As US-China tensions amp up, Hong Kong faces US actions in response to the national security law imposed by the Chinese government. This includes an end to preferential trade treatment and penalties for foreign financial institutions that transact with officials found to be undermining the city’s freedoms. In this video interview, Dan explains how the program will play out and addresses the question of whether the US government will target Hong Kong’s core financial activities and risk a major crisis of confidence.
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Video: A Fiscal Cliff Approaches

Video: A Fiscal Cliff Approaches

23 Jul 2020
Yanmei Xie
With the Covid-19 outbreak in the US still worsening, special unemployment benefits that have provided a lifeline for 17mn Americans stand to expire at the end of next week. Yet unlike in March, there is scant appetite in Washington DC for a swift bipartisan deal to extend support for the jobless. In this video interview, Yanmei explains what is at stake for the US economy if politicians cannot make a deal before heading off for their summer recess.
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Video: Singapore's Policy Path

Video: Singapore's Policy Path

16 Jul 2020
Vincent Tsui
Just days after securing another five years in power at the ballot box, Singapore’s government announced that the island republic’s gross domestic product contracted a worse-than-expected -12.6% year-on-year in the second quarter. However, with large accumulated fiscal reserves, the government has considerable scope to spend in order to stimulate Singapore’s economy.
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Video: What To Make Of Britain’s £30bn Stimulus

Video: What To Make Of Britain’s £30bn Stimulus

9 Jul 2020
Nick Andrews
This week UK Chancellor of the Exchequer “Dishy” Rishi Sunak lived up to his media nickname, dishing out an additional £30bn in fiscal support and stimulus measures. In this short video interview, Nick assesses their likely impact.
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Video: Singapore Beyond July's Election

Video: Singapore Beyond July's Election

1 Jul 2020
Vincent Tsui
Although a new opposition political party is making Singapore’s current election season somewhat more interesting than past campaigns, the outcome is not in doubt: the ruling People’s Action Party will be confirmed in power for another five-year term. In this short video interview, Vincent looks beyond the July 10 poll to survey the economic and market outlook for the island republic.
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Video: Behind The Resilience Of Hong Kong's Markets

Video: Behind The Resilience Of Hong Kong's Markets

24 Jun 2020
Vincent Tsui
Hong Kong has been beset by a string of bad news, from mass street protests, through Covid-19, to national security legislation of unknown scope and severity imposed by the mainland. Yet you wouldn’t guess it from looking at the city’s property market—the world’s priciest—or its stock market where several mainland tech companies are lining up to do their initial public offerings. Vincent explains the disconnect.
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Video: High Stakes In The Himalayas

Video: High Stakes In The Himalayas

18 Jun 2020
Udith Sikand
In this video, Udith argues that the mayhem seen on the India-China border this week will provide another catalyst for Indian nationalists who want to lessen the country’s reliance on China, even if that means accepting far slower economic growth.
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Video: The Threat To Chinese Tech

Video: The Threat To Chinese Tech

11 Jun 2020
Dan Wang
The US is deepening its effort to limit Chinese technology giant Huawei’s access to components that rely on American design, which may prevent Huawei from rolling out 5G networks. The US is also broadening its efforts to constrain Mainland tech firms by using sanctions that impact suppliers to China’s government and military.
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Video: The Upsurge In Oil

Video: The Upsurge In Oil

4 Jun 2020
Tom Holland
The price of Brent crude oil has doubled in the past six weeks, supported by the beginning of a recovery in demand as economies come out of lockdown and by expectations that the Opec+ cartel will extend the deep production cuts it agreed in April. Tom weighs the forces likely to drive the oil market over the coming months.
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Events

 
Webinar: The Future Of Hong Kong

Webinar: The Future Of Hong Kong

27 May 2020
Arthur Kroeber, Simon Pritchard, Louis-Vincent Gave, Vincent Tsui
Louis Gave, Simon Pritchard and Vincent Tsui joined Arthur Kroeber to talk about the national security law which China's National People's Congress announced it will implement in Hong Kong, and what this could mean for Hong Kong's future as a global financial center.
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Webinar: US Outlook (May 2020)

Webinar: US Outlook (May 2020)

21 May 2020
Will Denyer, Tan Kai Xian, Yanmei Xie
In yesterday's webinar, Will Denyer, Tan Kai Xian and Yanmei Xie joined Simon to discuss the outlook for the US and answer viewer questions as the country tries to return to normal after Covid-19 lockdowns.
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Webinar: Europe Update (May 2020)

Webinar: Europe Update (May 2020)

20 May 2020
Anatole Kaletsky, Nick Andrews, Cedric Gemehl
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
Arthur Kroeber, Dan Wang, Tom Miller
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
Louis-Vincent Gave
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
Wei He, Udith Sikand, Andrew Batson
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
Udith Sikand, Vincent Tsui, Tom Miller
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
Arthur Kroeber, Anatole Kaletsky, Louis-Vincent Gave, Charles Gave
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
Didier Darcet
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-Vincent Gave, Cedric Gemehl, Didier Darcet
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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