Videos

Interviews

 
Video: Where Next Hong Kong?

Video: Where Next Hong Kong?

26 Sep 2019
Simon Pritchard
Hong Kong’s leader Carrie Lam today begins a process of civic engagement aimed at bridging the divide between an unpopular government and a diffuse movement that has engaged in 17 weeks of violent protest. Simon discusses whether economic goodies can buy off dissent and assesses the chances of a compromise political settlement.
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Video: What Next In The Tech War

Video: What Next In The Tech War

20 Sep 2019
Dan Wang
Washington views China as a strategic competitor, and the White House has promised a “whole of government” effort to constrain China’s development of key advanced technologies. Dan examines the three ways in which the US is making life difficult for Chinese tech companies, and explores other weapons the US could deploy should the tech war escalate.
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Video: Washington, Iran And The Price Of Oil

Video: Washington, Iran And The Price Of Oil

13 Sep 2019
Tom Holland
This week’s sacking of John Bolton as White House national security advisor triggered a fall in the price of oil as traders concluded the notorious war hawk’s departure paved the way for a relaxation of US sanctions on Iranian oil exports. That may be unlikely; US officials insist their policy of “maximum” pressure on Iran remains in force.
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Video: Italian Politics Favors Bonds

Video: Italian Politics Favors Bonds

6 Sep 2019
Nick Andrews
Yesterday Italy’s new government took office, the 66th since 1946. Meanwhile, Italian bond yields have reached record lows. Nick attributes this to two factors. First the global bond rally. Second, the shifting winds of Italian politics away from the Euroskeptics to the Europhiles, which bodes well for Italian-European budget negotiations.
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Video: Looking Through The Bond Bubble

Video: Looking Through The Bond Bubble

30 Aug 2019
Will Denyer
As yields fall to record lows, bond markets seem priced for some sort of global economic calamity. With Europe in dire straits and the US-China trade war remaining live, there is certainly cause for worry. But when things look like they can’t get any worse, Will reckons, they often don’t. As the US growth outlook appears steady, equities and cash are the better bet.
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Video: The Anatomy Of The August Panic

Video: The Anatomy Of The August Panic

23 Aug 2019
Louis-Vincent Gave
As more and more government bonds around the world slide into negative yield, investors can draw one of two conclusions: either the world faces an economic meltdown, or there is a buying panic in safe assets. But although there is indeed a synchronous global slowdown in growth, Louis favors the latter explanation.
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Video: Big Tech's Regulatory Challenge

Video: Big Tech's Regulatory Challenge

2 Aug 2019
Tan Kai Xian
Blurb
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Video: Enter Boris

Video: Enter Boris

1 Aug 2019
Nick Andrews
In the last week or so, the pound has fallen sharply to a two-and-a-half-year low against the US dollar. That’s all down to the new British government, headed by Boris Johnson, and his "do or die" Brexit campaign. But when a deal is finally struck, Britain’s strong economic fundamentals mean it is well placed for a boost in growth, along with the pound.
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Video: Korea's Coping Strategy

Video: Korea's Coping Strategy

19 Jul 2019
Vincent Tsui
No other G20 economy is as exposed to global trade tensions as Korea. With its heavy dependence on semiconductor manufacturing, Korea has proved vulnerable both to the US-China economic cold war, and to long-running disputes between Seoul and Tokyo. As a result, exports have cratered and economists have slashed their Korean growth forecasts.
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Video: Modi's Second Term Challenges

Video: Modi's Second Term Challenges

12 Jul 2019
Udith Sikand
Indian prime minister Narendra Modi faces some daunting economic challenges in his second term. As Udith explains in this interview, the biggest is to create new jobs India needs. In the coming decades, India must generate some 10mn new jobs every year simply to provide employment for the cohort of young Indians set to enter the workforce.
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Events

 
London Seminar: The Aggresively Friendly Giant

London Seminar: The Aggresively Friendly Giant

27 Oct 2015
Tom Miller
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
Andrew Batson
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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