Events

The arrival of a US-Iran deal that would reopen the Strait of Hormuz has the potential to materially reshape the investment environment that has prevailed since February 28. Against a backdrop of artificial intelligence companies seeking to raise massive amounts of capital from investors, Louis and Anatole convene a conversation to explore what comes next.

Away from the uncertainties surrounding the Middle East, and the excitement surrounding all things artificial intelligence, Latin American debt and equity markets continue the bull market that started a couple of years ago. Obviously, rising commodity prices help. But the real driver remains falling bond yields and steady currencies, themselves the product of conservative fiscal and monetary policies and rightward shifts in recent electoral results. Louis and Alexandre discuss the political outlook and how that will shape opportunities for the region.

Donald Trump came to Beijing for his summit with Xi Jinping determined to secure a lot of business for American companies. Despite the positive vibes, the US and China are locked in an intense technology competition, with each side working to build up its own tech ecosystem while using export controls and investment restrictions to hold back the other's progress. In the first edition of a monthly webinar series by Gavekal Technologies, semiconductor/AI analyst Laila Khawaja and new energy analyst AJ Cortese join Arthur Kroeber to discuss the risks that lie ahead for tech companies trying to navigate the US-China rivalry.