Gavekal is one of the world's leading providers of investment research, providing insights on the global macroeconomy and markets, and on China's economy and companies.
Our core values are a culture of debate and deep engagement with clients. We encourage our analysts to develop their own ideas and methods. When we disagree among ourselves, we let our clients know, and explain why. And our constant dialogue with clients is the source of many of our best ideas.
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, it 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.
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, it 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 long-term trends shaping China and its relationship with the world.
Gavekal-IS is the quantitative research and financial software development arm of the Gavekal group. Gavekal-IS publishes weekly financial note which looks at the opportunities, and risks, of global financial markets through a unique quantitative lens. This product is aimed at any and all investors wishing to deepen their understanding of financial markets.
Gavekal Technologies analyzes tech-intensive sectors being reshaped by the rise of Chinese firms and geopolitics. Its initial focus is semiconductors and related developments in artificial intelligence. Coverage will be expanded to include new energy, industrial automation and the internet. Building on more than a decade of work by its predecessor unit, Gavekal Fathom China, Gavekal Technologies uses a mix of data analysis, media monitoring and on the ground interviews in China to produce a unique perspective. The service is supervised by research director Laila Khawaja, who previously worked for 15 years at Gavekal Fathom China.
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