Upcoming events
21 Mar 2025 09:30 AM
Seminar
Shanghai Seminar
Arthur Kroeber, Wei He
We are pleased to invite you to our upcoming seminar in Shanghai. Gavekal Founding Partner and Head of Research Arthur Kroeber will update his view on global geopolitics and the impact on China, and China Economist Wei He will present his view on China after the annual plenary sessions.
Program:
09:15 – 09:30 — Registration
09:30 – 10:30 — Arthur Kroeber on global geopolitics
10:30 – 11:15 — Wei He on China after the two sessions
11:15 – 11:30 — Q&A & networking
Please note that space is limited.
Event Signup
Program:
09:15 – 09:30 — Registration
09:30 – 10:30 — Arthur Kroeber on global geopolitics
10:30 – 11:15 — Wei He on China after the two sessions
11:15 – 11:30 — Q&A & networking
Please note that space is limited.
Shanghai
Level 6, International Finance Center , HSBC Building, 8 Century Avenue, Pudong District, Shanghai
28 Mar 2025 02:30 PM
Seminar
Beijing Seminar
Arthur Kroeber, Andrew Batson
We are pleased to invite you to our upcoming seminar in Beijing. Gavekal Founding Partner and Head of Research Arthur Kroeber will update his view on global geopolitics and the impact on China, and Partner & China Research Director Andrew Batson will present his view on China after the annual plenary sessions.
You can also sign up to watch the Beijing event live online if you’re unable to attend any of the seminars in person. You can do so here: https://us06web.zoom.us/webinar/register/WN_In7JwX_YQbenS6ugISWdIA
Program:
14:15 – 14:30 — Registration
14:30 – 15:30 — Arthur Kroeber on global geopolitics
15:30 – 16:30 — Andrew Batson on China after the two sessions
16:30 – 17:00 — Q&A & networking
Event Signup
You can also sign up to watch the Beijing event live online if you’re unable to attend any of the seminars in person. You can do so here: https://us06web.zoom.us/webinar/register/WN_In7JwX_YQbenS6ugISWdIA
Program:
14:15 – 14:30 — Registration
14:30 – 15:30 — Arthur Kroeber on global geopolitics
15:30 – 16:30 — Andrew Batson on China after the two sessions
16:30 – 17:00 — Q&A & networking
Beijing
Meeting Room C, 5F, Gate No.528, Tower C, Pacific Century Center, 2A Gong Ti Bei Lu, Chaoyang District, Beijing
28 Mar 2025 02:30 PM in Beijing
Webinar
Beijing Seminar web broadcast
Arthur Kroeber, Andrew Batson
Program:
14:30 – 15:30 Arthur Kroeber on global geopolitics
15:30 – 16:30 Andrew Batson on China after the two sessions
14:30 – 15:30 Arthur Kroeber on global geopolitics
15:30 – 16:30 Andrew Batson on China after the two sessions
8 Apr 2025 09:00 AM
Seminar
Madrid Seminar
Pierre Gave, Cedric Gemehl
You and your colleagues are cordially invited to our upcoming seminar in Madrid on Tuesday, April 8 with Gavekal partner Pierre Gave, European economist Cedric Gemehl.
They will discuss the global investment outlook, trade war, and will provide an update on European markets.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Event Signup
They will discuss the global investment outlook, trade war, and will provide an update on European markets.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Madrid
Hotel InterContinental Madrid, Paseo de la Castellana 49, Madrid 28046
15 Apr 2025 08:30 AM
Seminar
Geneva Seminar
Anatole Kaletsky, Louis Gave, Didier Darcet
You and your colleagues are cordially invited to our upcoming seminar in Geneva on Tuesday, April 15 with Gavekal partners Louis Gave and Anatole Kaletsky and Quantitative Research Principal Didier Darcet.
The speakers will discuss the following topics:
• The unfolding narrative shift
• Geopolitics and inflation
• Economic, energy and financial cycles
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Event Signup
The speakers will discuss the following topics:
• The unfolding narrative shift
• Geopolitics and inflation
• Economic, energy and financial cycles
Coffee will be served from 8:30am and the presentations will start at 9:00am.
Geneva
Hôtel Métropole Geneve, Quai du Général-Guisan 34, 1204 Geneva, Switzerland
3 Jun 2025 08:30 AM
Seminar
Stockholm Seminar
Louis Gave, Cedric Gemehl
You and your colleagues are cordially invited to our Seminar in Stockholm on Tuesday June 3rd with Gavekal co-founder/CEO Louis-Vincent Gave and European Economist Cedric Gemehl. The speakers will discuss the global investment outlook. Coffee will be served from 8:30 and the presentations will start at 9:00.
Event Signup
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm
Past events
Webinar
6 Mar 2025
Webinar: Europe In The Eye Of The Storm
Anatole Kaletsky, Cedric Gemehl, Arthur Kroeber
European policymakers face the biggest strategic upheaval since World War II and a potential trans-Atlantic trade war for good measure. On the plus side for those with a Keynesian bent, the European Union may be spurred to cast off self-imposed fiscal rules which have constrained its performance over the last 15 years. In this webinar, Anatole and Cedric assess the choices that Europe faces and what different outcomes will mean for growth and markets.
Event Content
Webinar
21 Feb 2025
Webinar: Is China Turning The Corner?
Andrew Batson, Thomas Gatley, Tilly Zhang, Xiaoxi Zhang
Technological optimism seems to be doing what macroeconomic policy could not: change foreign investors’ minds about China. At the same time the nascent rebound in the property market is at risk of stalling out amid a policy vacuum. And signals of greater comity between Donald Trump and Xi Jinping have not prevented the escalation of US tariffs on China. In this webinar, our China team assesses the conflicting signals for the outlook for 2025.
Event Content
Webinar
7 Feb 2025
Webinar: The Future Of AI After DeepSeek
Louis-Vincent Gave, Will Denyer, Tilly Zhang
DeepSeek stunned the world with the release of two new AI models with performance comparable to models from the US market leaders, but which the Chinese company developed at a fraction of the cost and with less powerful chips. Tilly Zhang, Gavekal’s technology analyst, founding partner Louis-Vincent Gave and US economist Will Denyer assessed the extent of DeepSeek’s achievement and examined what it means for China’s AI development, US export controls, and the future of the US tech stock bull market.
Event Content