Upcoming events
27 Oct 2025 04:00 PM
Seminar
Singapore Seminar
Louis Gave, Arthur Kroeber
You and your colleagues are cordially invited to our upcoming seminar in Singapore with Gavekal co-founder and CEO Louis-Vincent Gave and Founder of Dragonomics and Head of Research Arthur Kroeber. The speakers will discuss the global investment outlook and provide an update on China's economy and markets.
Schedule:
4:00pm - 4:30pm - Guest arrival. Snacks and drinks to be provided
4:30pm - Global macro outlook by Louis-Vincent Gave
5:15pm - China economy and markets by Arthur Kroeber
6:00pm - Q&A
6:30pm - Drinks and refreshments
Event Signup
Schedule:
4:00pm - 4:30pm - Guest arrival. Snacks and drinks to be provided
4:30pm - Global macro outlook by Louis-Vincent Gave
5:15pm - China economy and markets by Arthur Kroeber
6:00pm - Q&A
6:30pm - Drinks and refreshments
Singapore
Tower Club, Atlantic Dining Room, 9 Raffles Place, Penthouse 62nd - 64th Floor, Republic Plaza 1, Singapore 048619
3 Nov 2025 09:00 AM
Seminar
Shanghai Seminar
Louis Gave, Arthur Kroeber, Ernan Cui, Wei He
Gavekal Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Next, China Macro Economist Wei He and Consumer Analyst Ernan Cui will present their views on the short-term outlook for the Chinese economy, policy crosscurrents and domestic demand. Finally, Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy.
Agenda:
8:45 — Venue opens for registration
9:00–9:45 — Arthur Kroeber on the US-China relationship and geopolitical risks
9:45–10:30 — China macro updates by Wei He & Ernan Cui
10:30–10:45 — Coffee break
10:45–11:45 — Louis-Vincent Gave on global strategy
Event Signup
Agenda:
8:45 — Venue opens for registration
9:00–9:45 — Arthur Kroeber on the US-China relationship and geopolitical risks
9:45–10:30 — China macro updates by Wei He & Ernan Cui
10:30–10:45 — Coffee break
10:45–11:45 — Louis-Vincent Gave on global strategy
5 Nov 2025 02:00 AM
Seminar
Beijing Seminar
Louis Gave, Arthur Kroeber, Ernan Cui, Tilly Zhang, Wei He, Xiaoxi Zhang
Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy. Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Finally, China Macro Economist Wei He, Consumer Analyst Ernan Cui, Technology Analyst Tilly Zhang and Finance Analyst Xiaoxi Zhang will present their views on the Chinese economy, policy and technology cross currents, and domestic demand.
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:50 — Louis-Vincent Gave on global strategy
14:50–15:40 — Arthur Kroeber on US-China relationship and geopolitical risks
15:40–16:00 — Coffee break
16:00–17:00 — Wei, Ernan, Tilly, Xiaoxi on China
17:00–17:15 — Q&A
Event Signup
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:50 — Louis-Vincent Gave on global strategy
14:50–15:40 — Arthur Kroeber on US-China relationship and geopolitical risks
15:40–16:00 — Coffee break
16:00–17:00 — Wei, Ernan, Tilly, Xiaoxi on China
17:00–17:15 — Q&A
11 Dec 2025 12:00 PM
Breakfast/Lunch
New York Seminar & Luncheon
Louis Gave, Arthur Kroeber
You are cordially invited to our upcoming luncheon seminar in New York on Thursday, December 11.
The program will feature a panel discussion with Gavekal Co-Founder and CEO Louis-Vincent Gave and Head of Research Arthur Kroeber. They will share their perspectives on the global investment and economic outlook, with a particular focus on China’s economy and the evolving US-China technology rivalry.
A seated lunch will be served at noon.
We look forward to welcoming you to an engaging discussion and exchange of ideas.
Event Signup
The program will feature a panel discussion with Gavekal Co-Founder and CEO Louis-Vincent Gave and Head of Research Arthur Kroeber. They will share their perspectives on the global investment and economic outlook, with a particular focus on China’s economy and the evolving US-China technology rivalry.
A seated lunch will be served at noon.
We look forward to welcoming you to an engaging discussion and exchange of ideas.
Past events
Webinar
24 Oct 2025
Webinar: China’s Macro And Market Disconnect
Andrew Batson, Thomas Gatley, Wei He
China's equity markets have gone on a renewed tear since July—just when its economic data started to soften. The disconnect between macro and markets has only widened since then, with local traders getting more excited and economists more concerned. Our China team assesses the changing landscape.
Event Content
Webinar
10 Oct 2025
Webinar: Dan Wang On China's Engineering State
Arthur Kroeber, Dan Wang
Dan Wang, who was Gavekal's technology analyst for six years, has just published an important book, Breakneck: China's Quest to Engineer the Future. He joins Gavekal head of research Arthur Kroeber in a conversation about China's technological progress and competition with the US, and argues that the engineering mindset of China's government is why the country has become the world's undisputed manufacturing superpower.
Event Content
Webinar
2 Oct 2025
Webinar: Investing Through An Inflationary Boom
Louis-Vincent Gave, Charles Gave, Didier Darcet
The global inflationary boom for the moment remains well set, with both monetary and fiscal settings in most economies remaining loose to very loose. The result is that equity markets continue to trend higher but in an increasingly differentiated pattern. At the same time, the fundamentals for OECD bonds remain terrible and investors are thus engaged in a desperate search for solid stores of value. Our panel reviewed the macro situation and explored viable asset allocation strategies.
Event Content