Videos

Interviews

 
Video: The Market Story Of Modi 3.0

Video: The Market Story Of Modi 3.0

27 Sep 2024
Indian equities have surged to new highs in recent months. That is perhaps surprising given that Prime Minister Narendra Modi’s government is increasingly constrained in its legislative agenda. Udith, however, argues that despite international investors warming up to China’s improved market prospects, India's equity rally should be sustained since Indian investors stand ready to fill any gaps left by departing foreign institutions.
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Video: Beyond The Slide In Energy Prices

Video: Beyond The Slide In Energy Prices

11 Sep 2024
In the last two months, oil prices have slumped -20%, with the international Brent crude benchmark falling to a shade above US$70/bbl and energy names underperforming broader US equity indexes. Louis examines the reasons behind the recent slide and assesses the near and long-term supply-demand pictures in energy markets.
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Video: India Still A Bright Spot

Video: India Still A Bright Spot

5 Sep 2024
In this interview, Udith discusses the story behind the numbers of India’s latest GDP release and offers his views on the monetary environment for the rest of the year and what this means for Indian asset markets.
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Video: Animal Spirits In China

Video: Animal Spirits In China

29 Aug 2024
The business environment in China has changed markedly over the past few years. On a recent trip to Beijing and Shanghai, Tom met foreign executives who lament the changed environment yet still crave access to China’s huge market. He also ran into domestic firms that thrived in recent decades but are struggling to turn a profit in an economy being directed at self-sufficiency. Yet for those who are on the right side of change in China’s big cities, he says they can benefit from cheap living costs and a good quality of life.
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Video: Promises And Policies

Video: Promises And Policies

23 Aug 2024
Following the finale of the Democratic convention in Chicago, Will and KX look at the headline economic policy proposals of the two candidates—on tax rates, housing, inflation, industrial policy and trade—examine where and how they diverge, and assess the likely effects of different possible outcomes in November for asset prices and the US dollar.
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Video: Self-Driving Cars And Tech Hype Cycles

Video: Self-Driving Cars And Tech Hype Cycles

16 Aug 2024
In markets, this year has been dominated by artificial intelligence. Nearly a decade ago, the hyped-up tech de jour was autonomous vehicles. Now it appears as if years of testing and development are starting to bear fruit. Will recently took his first robo-taxi ride in San Francisco and in this interview he examines the state of the technology, the scale of the rollout and who stands to benefit, or lose, from mass market adoption.
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Video: The Yen Carry Trade And Emerging Markets

Video: The Yen Carry Trade And Emerging Markets

9 Aug 2024
Usually when developed market volatility spikes, the world’s emerging markets fall victim to collateral damage. Things have been less simple this time around. Although Latin American currencies, especially the Mexican peso, have been hit hard by the unwinding of the yen carry trade, East Asian currencies have risen strongly. Udith Sikand explores what lies behind the divergence.
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Video: France's Olympics Scale Challenges

Video: France's Olympics Scale Challenges

26 Jul 2024
On the eve of the Paris Olympics, France’s political class has taken a welcome break from trying to resolve the parliamentary dilemma thrown by a deeply divided electorate. In this video, Cedric discusses the state of France and whether its economy can expect to benefit from an Olympic bounce to chase away the summer blues.
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Video: Towards A Trade War On All Fronts

Video: Towards A Trade War On All Fronts

17 Jul 2024
A new spirit of mercantilism is abroad in the US, with Donald Trump’s Republican Party proposing a “baseline tariff” on all goods imports, as well as targeted higher tariffs on imports from China, should it capture the White House in November’s election. In this interview, Yanmei assesses what this means.
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Video: US Property In Purgatory

Video: US Property In Purgatory

11 Jul 2024
Two months ago, Kai Xian made a cautiously bullish call on the US housing market, as a downturn in activity had looked to be bottoming out. In the intervening period, however, conditions for US homebuilders continued to worsen. In this interview, he explains what happened and what he expects to happen next.
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Events

Webinar: Animal Spirits In The Emerging Markets

Webinar: Animal Spirits In The Emerging Markets

22 Mar 2024
While US tech stocks have been getting all the publicity, capital has quietly been flowing into emerging market investments over recent months. To gauge market prospects over the rest of 2024, Udith Sikand examined the macroeconomic outlook for the major emerging markets ex-China, while Thomas Gatley assessed the chances of a revival of animal spirits in the Middle Kingdom.
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Webinar: Asset Allocation For The Ages

Webinar: Asset Allocation For The Ages

8 Mar 2024
In recent years, Charles Gave and Didier Darcet have headed an initiative in Paris to develop a more perfect form of asset allocation. In this webinar, they review how their asset allocation strategy works during phase changes in the economic environment, as now seems to be the case.
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Webinar: Reading The Market’s Conflicting Signals

Webinar: Reading The Market’s Conflicting Signals

23 Feb 2024
So far in 2024, yields have rebounded on stronger-than-expected growth and inflation, along with heavy issuance by the US Treasury. Yet the rally in equities has continued undismayed, with especially strong gains in big US growth stocks. With the bond market and equity market sending conflicting signals, Anatole and Louis examined the macro and market scenarios for the rest of the year and drew conclusions for asset allocation.
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Webinar: The US And Europe Compared

Webinar: The US And Europe Compared

9 Feb 2024
A soft-landing scenario looks to be playing out in the US, with inflation heading towards the Federal Reserve’s 2% target and growth humming along. Across the pond, the eurozone seems to be headed the same way, albeit with lower growth. Our team of specialists asked if such an “immaculate disinflation” is possible on both sides of the Atlantic and explored what it means for relative monetary policy settings and asset price performance.
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Webinar: Dealing With China's Deflation

Webinar: Dealing With China's Deflation

26 Jan 2024
China's economy is limping into 2024, beset by a deflationary dynamic of deficient domestic demand. Markets are depressed too: prices of bonds and equities show little optimism for future growth despite government promises of more fiscal and monetary stimulus. Our China team analyzed the causes and consequences of this deflationary pressure, and the prospects for relief via an improvement in property.
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Webinar: The World In 2024

Webinar: The World In 2024

11 Jan 2024
Gavekal’s senior partners convened for a roundtable discussion addressing the big themes they see impacting the global economy in the coming year and therefore driving financial markets.
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Beijing Seminar — December 2023

Beijing Seminar — December 2023

14 Dec 2023
In last week's seminar in Beijing, Louis-Vincent Gave presented his latest view on global strategy. Arthur Kroeber joined remotely to present an update on the US-China relationship and geopolitical risks. Wei He, Rosealea Yao and Ernan Cui from the Dragonomics team presented the latest developments, and Andrew Batson hosted the panel for a Q&A session.
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Webinar: Europe At A Turning Point?

Webinar: Europe At A Turning Point?

7 Dec 2023
Europe's latest data releases show an economy that is weak but not worsening. The hope for investors is that a soft-landing scenario plays out, but risks abound that could threaten this rosy outlook. Our European analysts assess where the eurozone economy is heading and what it means for regional financial assets.
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Webinar: Taking The Global Temperature

Webinar: Taking The Global Temperature

23 Nov 2023
The global economy has held up better than many commentators had expected early in the year. What comes next? Our team of analysts covering China, the US, Europe and emerging markets will outline their views in this webinar.
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Webinar: China's Search For Stability

Webinar: China's Search For Stability

10 Nov 2023
After months of mixed signals, China’s government is now moving more actively to shore up the economy. But the property crisis remains stubbornly unresolved, and faces problems in domestic consumption and external demand look strong enough to drive a broad rebound. Can China finally achieve some economic stability after years of repeated shocks?
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