About Us. Gavekal is a financial services company headquartered in Hong. Gavekal Research. Global macro/ markets research that identifies asset. Technology is at the heart of the US- China trade conflict. The US fears that.

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Our readers are institutional investors and company executives who need targeted research involving on-the-ground information and analysis. It has also created a monumental environmental mess, with smog-blanketed cities and carbon emissions that gagekal a leading cause of climate change.

If its leaders get urbanization right, China will surpass the United States and cement its position as the world’s largest economy. Gavekal Books Please find below, in chronological order, books written by Gavekal partners or analysts. Over the past thirty years, China’s urban population expanded by million people, and is on track to swell by a further million by But these natural human qualities are already being redirected to create a new version of the capitalist that will ultimately be more successful and productive than the one that collapsed in Vodafone Business Services Digilogue – Your guide to digitally transforming your business.

Custom reports and syndicated merger research projects are available on commission. Asian Godfathers Written by Joe Studwell. India is beset with economic problems that range from a deepening credit crunch, a worrying stand-off between the government and central bank and a capital spending cycle that has never really gotten going.


Please find below, in chronological order, books written by Gavekal partners or analysts. Now contrary to what Lord Salisbury implied, not all change needs to be negative; and today, there are four important changes that investors need to incorporate into their thinking if they are to invest profitably: Until Asian central banks decide to bite the bullet and stop manipulating their currencies, inflation in Asia may very well continue to accelerate, prompting counter-productive price-control measures, constraints on bank lending etc The justifications for continuing the policy are now wearing thin.


Nous avons tout au plus deux ans Since the financial crisis, European equities have proven serial duds compared to their transatlantic cousins. The result will be a bust, especially if overall indebtedness has risen sharply.

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The result will be capital misallocation, leading eventually to a decline in the economy’s structural growth rate. He is the founder of The China Economic Quarterly. We have over institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies. It corresponds over the long term to an “equilibrium level”, like the purchasing power parity exchange rate between gaveksl currencies.

Fathom China concentrates on companies in which interest is high but information is scarce. A complex mythology surrounds them, one which informs Asian views on culture, entrepreneurialism and economics. Cedric argues this divergence is simple reflection of the higher earnings-per-share achieved by US firms.

In such an environment it is almost inevitable that investors in China’s equity markets will enjoy far greater dividends from the growth of the world’s second largest economy. After falling inandhousing inventories are now on pace to end slightly higher.

The US fears that China reaearch challenge its technological leadership, and those fears are not without foundation.

Exports account for a big share of Chinese economic growth. Momentum traders will therefore find gaveakl reason to shun equities and add exposure to long-dated treasuries. While Washington and Pyongyang talk, Beijing and Seoul will continue to try to normalize the existence of a nuclear-armed North Korea and cement peace. When we disagree, we let our clients know, and explain why. Studwell’s in-depth analysis focuses on three main areas: Today it is the world’s second biggest economy, the largest manufacturing and trading nation, the consumer of half the world’s steel and coal, the biggest source of international tourists, and one of the most influential investors in developing countries from southeast Asia to Africa to Latin America.


Founded in by Arthur Kroeber and a part of the Gavekal group sinceGavekal Dragonomics combines rigorous analysis of macroeconomic and sectoral data with on-the-ground reearch. A key reason to hold Indian risk assets in recent years has been the presence of a strong government willing to incur short-term political pain in return for longer-term researchh gain. Why China is confident it fesearch beat Trump in a trade war 6 Apr, Notre Etat, aujourd’hui aux mains d’une “caste”, doit redevenir l’Etat de tous les Francais, nes ou a naitre.

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Apres etre passes de la cueillette et du nomadisme a l’agriculture puis a l’ere industrielle, nous entrons dans l’economie de la connaissance. Last week was an ugly one for equity markets on both sides of the Atlantic. Subscribers receive The Daily a word note on the single most important topic of the day and several longer Ideas pieces each week.

The outcome of the upcoming G meeting between Donald Trump and Xi Jinping is now basically a coin-flip. Close Stagnation or Bust?

As the Brexit negotiations enter their endgame, a stalemate has become the most likely outcome. Brutalement, gavkal pays perd alors toute souverainete et doit, sebile a la main et corde au cou, mendier de quoi boucler ses fins de mois aupres des organisations internationales comme le FMI.

Gavekla is showing signs that it is aware of unease in the private sector, which could become a problem as the country looks for new ways to grow.