Gavekal chief economist Anatole Kaletsky will survey the state of the world economy and explain what it means for global financial markets. Head of research Arthur Kroeber will dissect the growing trade tensions between the US and China. And researcher Lance Noble will present the findings of a new Dragonomics report which examines China's efforts to regulate cyberspace and control cross-border data flows, and spells out the implications for foreign businesses operating in China.
8:45 - 9:00 Registration (Coffee & Snacks will be served) 9:00 - 9:45 Anatole Kaletsky 9:45 - 10:30 Arthur Kroeber 10:30 - 10:45 Coffee break 10:45 - 11:30 Lance Noble
Address: The Executive Room, Ritz-Carlton Shanghai, Shanghai IFC, 8 Century Avenue, Lujiazui, Pudong, Shanghai
Charles Gave & Louis Gave will give their macroeconomic investment outlook for the coming quarters. Louis will also focus on China and the Chinese fixed income market.
Address: Grand Hotel, Conference Room New York, S. Blasieholmshamnen 8, 103 27 Stockholm, Sweden