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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That has since been rowed back.


Their interests range from banking to property, from shipping to sugar, from gambling to lumber. Ecrit avec fougue et mordant, Un liberal nomme Jesusn’est ni un livre de theologie ni meme un livre religieux.

What kind of lives will China’s urban billion lead? In recent years, we have seen companies become far more efficient in the way they use their resources, whether ersearch or labour. A month ago in September, I revisited that call, concluding that it still held. It was published by Robert Laffont. When we disagree, we let our clients know, and explain why.

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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:.

He has over a decade of experience investigating Chinese companies and their executives. Nevertheless the outlook is alarming—although not necessarily in the way many might think. This chartbook covers the reasons for the decline in car sales, the rising burden of household debt, the effects of the income-tax cut, the prospects for consumption upgrading—and where all these trends are headed in So what impact should that have on our investment decisions?


In The End Is Not Nighwe push some of the themes developed in Our Brave New World a little further and review the reasons that have led us, in recent years, to shy away from prophecies of doom and why we remain positive on global financial markets. Instead, countries need “export discipline,” a government that forces companies to compete on the global scale. Mais les “princes” qui nous gouvernent refusent d’affronter cette realite.

Since the financial crisis, European equities have proven serial duds compared to their transatlantic cousins. Tavekal down to place your order via Amazon which will be delivered to you by regular post. Clearly, with extraordinary monetary stimulus no longer in the mix, European stocks will need a different driver if they are to make gains in We have over institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

Countries were called “tigers” or “mini-dragons,” and were seen as not just development prodigies, but as a unified bloc, culturally and economically similar, and inexorably on the rise. Growth in sales and profits has stayed stronger for longer, but is driven mainly by high materials prices.


Perhaps the most famous economic law is the one that there is no such thing as a free lunch. The result is evidence-based research focused on company-specific inflection points and key industry drivers. Because the United States buys so much from China, Washington has many more ways to hit Chinese manufacturers.

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In this piece, Rosealea explains why more decisive stimulus is very unlikely before the property market weakens significantly, and even then will not be gxvekal large as in previous cycles. Xi faces hurdles bashing American brands in a Trump trade war 3 Jul, Please find below, in chronological order, books written by Gavekal partners or analysts. And undeniably, there are serious reasons to be concerned:. Check out this year’s holiday reading list Reading List Close.

Most surprising of all, its capitalist economy is governed by havekal authoritarian Communist Party that shows no sign of loosening its grip.

After falling inandhousing inventories are now on pace gavemal end slightly higher. The justifications for continuing the policy are now wearing thin.

Close China’s Urban Billion: Constant contact with our readers—through email, conference calls and seminars—keeps our thinking fresh and relevant.