Upcoming events
17 Nov 2026 04:15 PM
Seminar
Hong Kong Seminar
Louis Gave, Arthur Kroeber, Christopher Beddor, Tom Holland, Udith Sikand, Will Denyer
Gavekal partners and analysts will discuss the major issues facing markets and economies, including the ongoing bond sell-off, the sustainability of the AI investment boom, the outlook for the yen, and the challenges around a slowing Chinese economy and geopolitical tensions.
Please note that presentations will begin promptly at 16:30 and last approximately two hours, including Q&A sessions. We will serve a full dinner after the final presentation. Guests are invited to stay and continue the discussion over a meal and drinks.
Agenda:
16:15: Arrival of guests
16:30–16:35: Opening remarks by Gavekal CEO Louis-Vincent Gave
16:35–17:30: Panel 1—Global Macro and Markets
Panelists:
Louis-Vincent Gave, CEO
Will Denyer, Chief US Economist
Udith Sikand, Senior Emerging Markets Analyst
Moderator:
Tom Holland
17:30–17:35: Break
17:35–18:30: Panel 2—Outlook for the Chinese economy and markets
Panelists:
Arthur Kroeber, Head of Research
Christopher Beddor, Deputy China Research Director
Louis-Vincent Gave, CEO
Moderator:
Tom Holland
Both panels will be 45 minutes, followed by 10 minutes of questions from the audience.
18:30: Dinner and drinks reception.
Event Signup
Please note that presentations will begin promptly at 16:30 and last approximately two hours, including Q&A sessions. We will serve a full dinner after the final presentation. Guests are invited to stay and continue the discussion over a meal and drinks.
Agenda:
16:15: Arrival of guests
16:30–16:35: Opening remarks by Gavekal CEO Louis-Vincent Gave
16:35–17:30: Panel 1—Global Macro and Markets
Panelists:
Louis-Vincent Gave, CEO
Will Denyer, Chief US Economist
Udith Sikand, Senior Emerging Markets Analyst
Moderator:
Tom Holland
17:30–17:35: Break
17:35–18:30: Panel 2—Outlook for the Chinese economy and markets
Panelists:
Arthur Kroeber, Head of Research
Christopher Beddor, Deputy China Research Director
Louis-Vincent Gave, CEO
Moderator:
Tom Holland
Both panels will be 45 minutes, followed by 10 minutes of questions from the audience.
18:30: Dinner and drinks reception.
The American Club, Exchange Square
The American Club, Floor 48, Two Exchange Square, Central, Hong Kong
19 Nov 2026 01:45 PM
Seminar
Shanghai Seminar
Louis Gave, Arthur Kroeber, Ernan Cui, Wei He
You are cordially invited to our seminar in Shanghai on Thursday, November 19. Gavekal Co-Founder & CEO Louis-Vincent Gave will discuss the binary risks and how to approach them, Partner and Head of Research Arthur Kroeber will present on the future of US China relations and technological competitions, followed by the latest China updates from China Economist Wei He and Consumer Analyst Ernan Cui.
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:45 — Louis-Vincent Gave
14:45–15:30 — Arthur Kroeber
15:30–15:50 — Coffee Break
15:50–16:30 — Wei HE and Ernan CUI
16:30–16:45 — Q&A
Event Signup
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:45 — Louis-Vincent Gave
14:45–15:30 — Arthur Kroeber
15:30–15:50 — Coffee Break
15:50–16:30 — Wei HE and Ernan CUI
16:30–16:45 — Q&A
Shanghai
Terra Centre, Level 38, HKRI Center Tower 1, 288 Shimen 1st Road, Jing'an District, Shanghai
20 Nov 2026 01:45 PM
Seminar
Beijing Seminar
Louis Gave, Arthur Kroeber, Ernan Cui, Wei He, Xiaoxi Zhang
You are cordially invited to our seminar in Shanghai on Friday, November 20. Gavekal Co-Founder & CEO Louis-Vincent Gave will discuss the binary risks and how to approach them, Partner and Head of Research Arthur Kroeber will present on the future of US China relations and technological competitions, followed by the latest China updates from China Economist Wei He, Consumer Analyst Ernan Cui, and Financial Analyst Xiaoxi Zhang.
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:45 — Louis-Vincent Gave
14:45–15:30 — Arthur Kroeber
15:30–15:50 — Coffee Break
15:50–16:40 — Wei HE, Ernan Cui, and Xiaoxi Zhang
16:40–17:00 — Q&A
Event Signup
Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:45 — Louis-Vincent Gave
14:45–15:30 — Arthur Kroeber
15:30–15:50 — Coffee Break
15:50–16:40 — Wei HE, Ernan Cui, and Xiaoxi Zhang
16:40–17:00 — Q&A
Beijing
Executive meeting room, L18, China World Tower A, 1 Jianguomenwai Ave, Chaoyang District, Beijing
Past events
Webinar
24 Oct 2026
Webinar: Shudders In The Tech Complex
Louis-Vincent Gave, Anatole Kaletsky
As investors contemplate a possible end to the AI investment boom, government bonds have caught a bid over the last week. Louis and Anatole discuss whether such a denouement is likely to occur and what this would mean for the macroeconomic outlook and the performance of core asset classes.
Event Content
Seminar
22 Oct 2026
London Conference: October 2026
Research Team, Dragonomics Team
At our latest conference in London, Louis-Vincent Gave, Anatole Kaletsky, Will Denyer and Cedric Gemehl examined mounting global macro risks, from the US AI investment boom to France's fiscal troubles and rising bond yields. Tom Holland, AJ Cortese, Tom Miller and Arthur Kroeber assessed the impact of the Middle East conflict on energy markets, China's electrification drive and the scramble for critical minerals. Charles Gave joined Tom Holland for a fireside chat on the changing global monetary order and its implications for investors. Laila Khawaja, Thomas Gatley, Christopher Beddor and Arthur Kroeber discussed China's technological ambitions and growing tensions with the US. Finally, Louis-Vincent Gave, Anatole Kaletsky and Didier Darcet joined Pierre Gave to explore what these developments mean for portfolio construction and global investment strategy.
Event Content
Webinar
9 Oct 2026
Webinar: Bond Market Blues
Anatole Kaletsky, Will Denyer, Cedric Gemehl
Holders of developed world bonds experienced a world of pain in the third quarter of 2026, with long-dated US treasuries making a loss of -7.6% and equivalent French bonds down almost -15% in US dollar terms. In this webinar, founding partner Anatole Kaletsky, US chief economist Will Denyer and European economist Cedric Gemehl examine the forces driving the brutal sell-off in major debt markets and ask whether the time is approaching for investors to buy bonds once again.
Event Content