Upcoming events
13 Nov 2025 10:30 AM in New York
Webinar
Technology Impacts Of The Trump-Xi Truce
Arthur Kroeber, Laila Khawaja
The Xi-Trump meeting October 31 in South Korea left a wake of positive vibes, but also a lot of unanswered questions: exactly how much the US and China will really roll back their respective export controls on semiconductors and rare earths, whether the dispute over Nexperia's ownership will be resolved, and most important, how long this latest truce in the US-China tech competition will last. Join Arthur Kroeber and Gavekal Technologies research director Laila Khawaja for an in-depth discussion of how to understand all the latest twists and turns.
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
7 Nov 2025
Webinar: Assessing The US Boom
Will Denyer, Tan Kai Xian
How durable is the US’s artificial intelligence-driven boom and associated equity bubble? Will Denyer sought to answer this question and suggested investing strategies. Kai Xian covered three initiatives being pursued by the Trump administration—immigration control, reindustrialization and national security policy—and assessed their investment implications.
Event Content
Seminar
31 Oct 2025
London Conference: October 2025
Research Team, Dragonomics Team
In Gavekal’s London conference last week, partners and analysts covered a wide range of topics across five panels: China and emerging markets; the potential end of US exceptionalism; a fireside chat with Charles Gave; trade and technology wars; and investment strategy.
Event Content
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 assessed the changing landscape.
Event Content