Research

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. In addition, the Strategy Monthly summarizes our key views on the world investment environment.

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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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China corporate research

Overview

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 resaerch 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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Gavekal Fathom China

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.

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Gavekal RedTech

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 gkrt-sales@gavekalredtech.com.

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