Videos

Interviews

Video: Hong Kong And Singapore—A Study In Contrasts

Video: Hong Kong And Singapore—A Study In Contrasts

27 Feb 2025
On the surface Hong Kong and Singapore might seem similar. But while Hong Kong is uncomfortably exposed to trade war escalation, Singapore is relatively immune from the threat of tariffs. And while Singapore’s equity market has registered a respectable, if uninspiring, performance over the past 12 months, the Hong Kong market has recovered its animal spirits. Udith looks at what lies behind these partings of the way.
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Video: Making Sense Of US Tariffs

Video: Making Sense Of US Tariffs

20 Feb 2025
The United States has announced a series of new tariff initiatives on trading partners but not implemented many of them, pending reports by officials and negotiations with other countries. The market’s interpretation seems to be that this is a performative action by President Donald Trump that establishes his dominance among leaders but points to a trade war being averted. Arthur unpicks this proposition and cautions that investors may be underestimating the inflationary impact of what is likely to follow.
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Video: AI Makers And AI Users

Video: AI Makers And AI Users

13 Feb 2025
The US equity market, and the Magnificent Seven in particular, have benefited from AI excitement and a perception that the US is the unambiguous leader in this technological race. Then came the DeepSeek release which has challenged those basic assumptions. In order to think through the sector’s competitive dynamics, Will says it is useful to break the market down into the makers of AI applications and users of them.
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Video: Rubio Wields The Big Stick

Video: Rubio Wields The Big Stick

7 Feb 2025
Marco Rubio is the first US Secretary of State since 1912 to initiate his term in office with a multi-country tour of Latin America. For the most part, he did not come bearing gifts, but wielded a large stick as the new Trump administration seeks to achieve its policy aims of halting illegal migration and the flow of drugs across its southern border, while also countering Chinese influence in the region. In this video, Tom argues why it will be hard for the US to foster a powerful neo-Monroe doctrine beyond its immediate backyard.
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Video: The DeepSeek Leap

Video: The DeepSeek Leap

28 Jan 2025
The release by Chinese company DeepSeek of a new AI large language model comparable with models from US industry leaders like OpenAI or Anthropic has called into question many of the assumptions that have powered the bull market in US tech stocks. Louis looks at how DeepSeek developed its model and considers the effects on the US and Chinese investment environments.
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Video: What Trump Didn't Say

Video: What Trump Didn't Say

22 Jan 2025
Donald Trump’s decision not to slap first-day tariffs on countries that run that run large trade surpluses with the US does not mean the new president has cooled on the idea. Moreover, his failure to issue any executive orders favoring the crypto-currency business, which greatly disappointed enthusiasts, does not mean the new administration won’t be sympathetic in its regulation of crypto markets.
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Video: Why Now For Russian Oil Sanctions?

Video: Why Now For Russian Oil Sanctions?

16 Jan 2025
International oil prices have risen sharply over the last week after Joe Biden's administration imposed sweeping sanctions on Russia’s oil export industry. Yanmei Xie considers why the US administration chose now to sanction Russia’s oil producers, shadow shippers and offshore traders, whether will be effective, and if the next administration will enforce them.
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Video: US Financial Regulation Under Trump

Video: US Financial Regulation Under Trump

8 Jan 2025
Michael Barr is stepping down from his role as the Federal Reserve’s vice chair for supervision earlier than expected. In this video interview, Kai Xian discusses what this move signifies about Fed independence in the upcoming Trump administration and what is likely to be the shape of US regulation.
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Video: Europe’s Unloved Bull Run

Video: Europe’s Unloved Bull Run

12 Dec 2024
Over the last 18 months, eurozone bank stocks have outperformed the broad market by a factor of three. But since the US presidential election, they have given back some of those gains. In this video interview, Cedric examines what has driven the bull run in European bank stocks to determine whether the rally has now reached its end, or whether it has further to run.
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Video: Chinese Equities In 2025

Video: Chinese Equities In 2025

6 Dec 2024
After their spectacular run-up in late September and early October, Chinese equities have given back a big chunk of their gains. While onshore trading volumes remain elevated and domestic sentiment remains bullish on hopes of more government support, offshore investors in particular are nervous about the impact of potential US tariffs on Chinese goods. In this video interview, Thomas weighs the opposing forces that will drive China’s equity markets in 2025.
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Events

Webinar: What Chinese Stimulus Means For China And The World

Webinar: What Chinese Stimulus Means For China And The World

3 Oct 2024
Chinese authorities have rolled out a raft of measures aimed at supporting the beaten-down domestic property and equity markets. This support package won’t miraculously revive China’s depressed consumer confidence overnight, but it does mean that China is set to adopt a reflationary policy stance. Our panel discussed what this shift means for growth, currencies, financial assets and commodities.
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London Conference, September 2024

London Conference, September 2024

30 Sep 2024
At our latest conference in London, Gavekal’s senior partners and analysts discussed the most relevant themes for investors in a series of panels and fireside chats.
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Webinar: Charting China’s Course

Webinar: Charting China’s Course

20 Sep 2024
The summer’s hopes for a course correction in China have come and gone. Growth remains uninspiring but the government is sticking to its formula of conservative macro policy and aggressive industrial policy. Markets have judged this harshly, with domestic equities and bond yields testing new lows. In this webinar, our China team will assess the current economic trajectory and policy choices, and what they mean for markets and global growth.
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Webinar: Mapping US Outcomes

Webinar: Mapping US Outcomes

6 Sep 2024
In November, US voters will decide who controls the White House, Senate and House of Representatives. Republicans and Democrats differ significantly on key policy positions that will heavily impact the economy and markets. In this webinar, Will and Kai Xian compare the parties’ major policy stances and assess what they mean for markets—especially US equities, US bonds and the US dollar.
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Webinar: Navigating The Markets' Summer Storm

Webinar: Navigating The Markets' Summer Storm

8 Aug 2024
Just as everyone was prepared to head for the beach, a summer storm of rare proportions has hit global markets, with the AI bubble appearing to burst just as the yen carry trade unwinds. To global macro investors, these developments are closely intertwined. Louis, Charles and Anatole share their perspective on current market moves and their analysis of what lies ahead for markets, for macro and for economic policymaking.
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Webinar: Setting The Agenda For China's Plenum

Webinar: Setting The Agenda For China's Plenum

12 Jul 2024
China's Communist Party is gearing up to hold its Third Plenum later this month, an event where top leader Xi Jinping will have a platform to articulate and possibly revise his vision for the economy. With domestic consumers in the doldrums, and trade tensions escalating, is a course correction for China coming? In this webinar our team of China experts explained what to expect, and not to expect, from this high-level conclave.
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Webinar: France On The Brink?

Webinar: France On The Brink?

28 Jun 2024
France goes to the polls this weekend in the first of two elections to choose a new national assembly. Voters are being offered starkly different visions of the way the country should be governed, and a lot is at stake for investors who have provided generous funding over the years to the French government. In this webinar, our French experts assess the race and offer an analysis of what different outcomes could mean for the pricing of French assets and those across the eurozone.
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Webinar: Will The Real India Please Stand Up?

Webinar: Will The Real India Please Stand Up?

13 Jun 2024
Indian prime minister Narendra Modi will get a third consecutive term in office, but his policy agenda is set to be constrained by the pressures of running a coalition government. Investors are worried that a hitherto pro-business government will become more captive to labor interests.
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Webinar: The Return Of Goldilocks? Or Trump?

Webinar: The Return Of Goldilocks? Or Trump?

31 May 2024
After a worrying rebound in the first quarter, US inflation cooled off a little in April, rekindling hopes of interest rate cuts later this year. Are those hopes well placed? And what does it mean for markets? Meanwhile, the opinion polls suggest that Donald Trump may prevail in November’s election. Chief US Economist Will Denyer and US Analyst Tan Kai Xian address all these issues and more.
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Webinar: Will China Change The Global Monetary System… And How?

Webinar: Will China Change The Global Monetary System… And How?

23 May 2024
Most investors and financial analysts take the stability of the global monetary system for granted. However, each of the distinguished speakers in this three-way conversation thinks that China will change the global monetary system, they just don’t agree on how, and how fast it will be changed.
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