Singapore Seminar

Monday, October 27, 2025 4:00 PM in Singapore
You and your colleagues are cordially invited to our upcoming seminar in Singapore with Gavekal co-founder and CEO Louis-Vincent Gave and Founder of Dragonomics and Head of Research Arthur Kroeber. The speakers will discuss the global investment outlook and provide an update on China's economy and markets.

Schedule:
4:00pm - 4:30pm - Guest arrival. Snacks and drinks to be provided
4:30pm - Global macro outlook by Louis-Vincent Gave
5:15pm - China economy and markets by Arthur Kroeber
6:00pm - Q&A
6:30pm - Drinks and refreshments
Singapore
Tower Club, Atlantic Dining Room, 9 Raffles Place, Penthouse 62nd - 64th Floor, Republic Plaza 1, Singapore 048619
RSVP: Martin Muller (mmuller@gavekal.com)

Shanghai Seminar

Monday, November 3, 2025 9:00 AM in Shanghai
Gavekal Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Next, China Macro Economist Wei He and Consumer Analyst Ernan Cui will present their views on the short-term outlook for the Chinese economy, policy crosscurrents and domestic demand. Finally, Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy.

Agenda:
8:45 — Venue opens for registration
9:00–9:45 — Arthur Kroeber on the US-China relationship and geopolitical risks
9:45–10:30 — China macro updates by Wei He & Ernan Cui
10:30–10:45 — Coffee break
10:45–11:45 — Louis-Vincent Gave on global strategy
Shanghai
Cream Room, 3F, Ritz Carlton Pudong, Shanghai IFC, 8 Century Avenue, Shanghai
RSVP: Yibei Dong (ydong@gavekal.com)   or   [Register Here ]

Beijing Seminar

Wednesday, November 5, 2025 2:00 AM in Beijing
Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy. Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Finally, China Macro Economist Wei He, Consumer Analyst Ernan Cui, Technology Analyst Tilly Zhang and Finance Analyst Xiaoxi Zhang will present their views on the Chinese economy, policy and technology cross currents, and domestic demand.

Agenda:
13:45–14:00 — Venue opens for registration
14:00–14:50 — Louis-Vincent Gave on global strategy
14:50–15:40 — Arthur Kroeber on US-China relationship and geopolitical risks
15:40–16:00 — Coffee break
16:00–17:00 — Wei, Ernan, Tilly, Xiaoxi on China
17:00–17:15 — Q&A
Beijing
Tulip Meeting Room, 4F, InterContinental Sanlitun, No. 1 South Sanlitun Road, Chaoyang, Beijing
RSVP: Yibei Dong (ydong@gavekal.com)   or   [Register Here ]

New York Seminar & Luncheon

Thursday, December 11, 2025 12:00 PM in New York
You are cordially invited to our upcoming luncheon seminar in New York on Thursday, December 11.

The program will feature a panel discussion with Gavekal Co-Founder and CEO Louis-Vincent Gave and Head of Research Arthur Kroeber. They will share their perspectives on the global investment and economic outlook, with a particular focus on China’s economy and the evolving US-China technology rivalry.

A seated lunch will be served at noon.

We look forward to welcoming you to an engaging discussion and exchange of ideas.
New York
Fasano, 60 East 49th St., New York
RSVP: Steve Miller (smiller@gavekal.com)   or   [Register Here ]