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 Advantage

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.

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Gavekal Research

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.

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Gavekal Dragonomics

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.

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Gavekal-IS Research

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.

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China corporate research

Two sister companies provide insights into corporate China. Gavekal Fathom China provides subscription, multi-client and customized research on Chinese companies and sectors. Gavekal RedTech conducts primary research on China's internet and consumer sectors, using data derived from proprietary surveys and focus groups. To learn more, click the service name above.

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