Upcoming events
14 Mar 2023 09:00 AM
Seminar
Madrid Seminar
Pierre Gave, Cedric Gemehl
You and your colleagues are cordially invited to our seminar in Madrid on Tuesday, March 14, 2023, with Gavekal partner Pierre Gave and Europe analyst Cedric Gemehl, where they will discuss the global investment outlook and provide an update on European markets. Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
Intercontinental Hotel, Paseo de la Castellana 48, Madrid 28046
Past events
Webinar
2 Feb 2023
Webinar: An Electioneering Budget
Udith Sikand, Tom Miller
With India’s next national election due in the second quarter of 2024, the budget released on February 1 seems firmly focused on winning votes. Udith Sikand and Tom Miller put India’s budget into context and chart the implications for investors.
Event Content
Webinar
27 Jan 2023
Webinar: Worst Case Averted. What Next For Europe?
A mild winter has averted Europe’s long-feared energy crisis, and the prospect of a demand boost from China’s reopening has raised hopes for growth and lifted European markets. Cedric and Nick review the continent’s macro and market conditions and chart a course to navigate the coming quarters.
Event Content
Webinar
20 Jan 2023
Webinar: China’s Covid Surge And The Reopening Rally
Thomas Gatley, Ernan Cui
China continues to reel from a massive wave of Covid infections, but cases may have already peaked in most places. In this webinar our China team discussed the pace of reopening and its market implications. Ernan Cui provided the latest updates on the Covid situation, and Thomas Gatley assessed how far the reopening rally has to run.
Event Content