See the latest Gavekal book Avoiding the Punch: Investing in Uncertain Times

Click here Close


To contact a salesperson email

Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies. Our analysis aims to be provocative, engaging, and firmly grounded in data. We have no ‘house view,’ but encourage lively debate among our partners and analysts, and are not afraid to air our internal debates to our clients.

A core value at Gavekal is deep engagement with our clients. We present our ideas at about twenty seminars each year, in New York, London, Paris, Hong Kong and other major cities. Email queries from readers are promptly answered. Subscribers to our Advisory level of service enjoy direct access to partners and senior analysts through conference calls and face-to-face meetings.

Gavekal Research is our flagship service, offering daily commentary on global economies and markets. Founded in 1999 by Charles Gave, Louis-Vincent Gave and Anatole Kaletsky, Gavekal Research aims to uncover the dynamics of the global economy and markets, and identify where economic reality and market perception diverge. Subscribers receive The Daily (a 700-word note on the single most important topic of the day) and several longer Ideas pieces each week. In addition, the Strategy Monthly summarizes our key views on the world investment environment.

Gavekal Dragonomics provides in-depth coverage of China’s economy, politics and social issues. Founded in 2002 by Arthur Kroeber and a part of the Gavekal group since 2007, Gavekal Dragonomics combines rigorous analysis of macroeconomic and sectoral data with on-the-ground reporting. The service includes two to three notes each week, periodic chart books exploring major topics at length, and Deep China reports which delve into the ways China is changing the world through its rising technological, financial and geopolitical power.

Gavekal Fathom China is a corporate research unit focused on companies, industries and corporate situations in China. Our readers are institutional investors and company executives who need targeted research involving on-the-ground information and analysis. Fathom China concentrates on companies in which interest is high but information is scarce. Subscription services include monthly Fathom Profiles (20-25 page reports on Chinese companies listed both offshore and onshore), weekly Quick-As (10-15 page reports assessing governance, competitiveness and red-flags about onshore listed Chinese companies), China Chips (high-frequency coverage of developments in the Chinese semiconductor industry) and VOD Monitor (monthly monitoring and analysis of the Chinese VOD industry with a focus on political and regulatory developments). Custom reports and syndicated merger research projects are available on commission.

Gavekal RedTech specializes in covering Chinese Internet and mobile sectors through survey based research. In 2018, Gavekal invested in RedTech which, since 2009, has provided market intelligence services to institutional investors, ad agencies and multinational companies based on primary data and non-traditional company and industry research. The RedTech team’s methodology comprises of frequent meetings with industry contacts, regular surveys of industry professionals and consumers, focus groups, and proprietary mobile datasets. The result is evidence-based research focused on company-specific inflection points and key industry drivers. For more information, please contact

For more details about Gavekal’s research services, or to request a trial subscription, please contact