https://gavekal.com/feeds.cfm Gavekal en-us Wed, 10 Jun 2026 12:40:45 +0800 Wed, 10 Jun 2026 12:40:45 +0800 https://gavekal.com/feeds.cfm support@gavekal.com (Gavekal) support@gavekal.com (Gavekal) http://web.gavekal.com/node/26236/view It's been a busy eight months, so finance professionals richly deserved their summer holidays. Now, as investors prepare to return to the office, Louis revisits some of his high-conviction calls for 2025-a bear market in the US dollar, and bull markets in Chinese equities, financials, LatAm debt and precious metals-and examines how they look today through the five lenses of fundamentals, momentum, valuation, investor positioning and policy support.... Americas,Asia,Brazil,China,China,Commodities and Energy,Currencies,Equities,Europe,Fixed Income,Ideas,Louis-Vincent Gave,Metals,Other Latin America,United States, Fri, 22 Aug 2025 00:00:00 +0800 http://web.gavekal.com/node/26236/view http://web.gavekal.com/node/26236/view#article-comment http://web.gavekal.com/node/24404/view After oil prices slumped almost -4% Tuesday, bringing the fall since early July to -20% and seeing prices break down from their recent ranges to their lowest since 2021, investors are left to ponder a number of questions.... Americas,Asia,China,China,Commodities,Commodities and Energy,Currencies,Europe,Japan,Louis-Vincent Gave,Metals,The Daily, Wed, 11 Sep 2024 00:00:00 +0800 http://web.gavekal.com/node/24404/view http://web.gavekal.com/node/24404/view#article-comment