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Shanghai Seminar (Fall 2019)
| Tuesday, October 22, 2019 - 8:30AM to 11:30AM |
Gavekal Founding Partner Louis-Vincent Gave will present his view on the global macroeconomic environment. Asia Analyst Vincent Tsui will present the outlook for the region, and why investors should view Asia as a unique asset class with higher returns than developed markets and lower volatility than other emerging markets. Corporate Analyst Thomas Gatley will discuss the recent (partial) pivot in macro policy and the outlook for A-shares.
8:30 - 9:00 Registration
9:00 - 9:45 Thomas on China macro and A-share outlook
9:45 - 10:30 Vincent on Asia market
10:30 - 10:45 Coffee break
10:45 - 11:30 Louis on the global environment
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Address: Grand Salon, Four Seasons Hotel Pudong, 210 Century Avenue, Pudong, Shanghai
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RSVP: Yibei Dong (ydong@gavekal.com)
or [Register Here ]
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Beijing Seminar (Fall 2019)
| Wednesday, October 23, 2019 - 2:30PM to 5:30PM |
Gavekal Founding Partner Louis-Vincent Gave will present his view on the global macroeconomic environment. Asia Analyst Vincent Tsui will present the outlook for the region, and why investors should view Asia as a unique asset class with higher returns than developed markets and lower volatility than other emerging markets. Corporate Analyst Thomas Gatley will discuss the recent (partial) pivot in macro policy and the outlook for A-shares.
14:30 - 15:00 Registration and mingle with Gavekal Dragonomics analysts
15:00 - 15:45 Thomas on China macro and A-share outlook
15:45 - 16:30 Vincent on Asia market
16:30 - 16:45 Coffee break
16:45 - 17:30 Louis on the global environment
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Address: Shenzhen Room, 3/F, Kerry Hotel, No.1 Guanghua Road, Guomao, Chaoyang, Beijing
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RSVP: Yibei Dong (ydong@gavekal.com)
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Tokyo Seminar by Gavekal Research
| Friday, October 25, 2019 - 9:00AM to 11:00AM |
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Gavekal Research is pleased to invite you to our seminar in Tokyo on Friday, the 25th October 2019. Founding Partner and CEO, Louis Gave will present his global macro outlook, specifically looking into the surge in anti-fragile assets and addressing the global bond bubble. Views on China as well.
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Address: Trust City Conference Kyobashi,Trust Tower 4F, 2-1-3, Kyobashi, Tokyo
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RSVP: Randhir Prakash (rprakash@gavekal.com)
or [Register Here ]
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Singapore Seminar (Fall 2019)
| Tuesday, October 29, 2019 - 3:45PM to 5:45PM |
Gavekal founding partner and CEO, Louis Gave, will present his global macro outlook, specifically looking into the surge in anti-fragile assets and addressing the global bond bubble.
Dragonomics investment analyst, Rosealea Yao, will present the Dragonomics team's outlook on China as well as covering the Chinese property market and infrastructure investment.
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Address: The Tower Club Singapore, 9 Raffles Place, Penthouse 62nd - 64th Floor, Republic Plaza 1
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RSVP: Martin Muller (mmuller@gavekal.com)
or [Register Here ]
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Sao Paulo Seminar
| Thursday, November 7, 2019 - 5:30PM to 7:00PM |
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Gavekal Chief Economist & Co-Founding Partner Anatole Kaletsky will present his view on global markets and the outlook for risk assets. Alberto Bernal, Chief EM & Global Strategist at XP Investments will lead the discussion.
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Address: Av. Brg. Faria Lima, 3600 (Lobby Auditorium) - Itaim Bibi, São Paulo
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RSVP: Steve Miller (smiller@gavekal.com)
or [Register Here ]
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Hong Kong Seminar (Fall 2019)
| Thursday, November 7, 2019 - 8:30AM to 11:00AM |
Gavekal partner and head of research, Arthur Kroeber, will present his views on the global macro environment, as well as the Dragonomics team's outlook on China.
US economist, Will Denyer, will cover the US economy and why he is not yet in the US recession camp.
Gavekal senior emerging markets analyst, Udith Sikand, will present his emerging market outlook.
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Address: The Foreign Correspondents' Club, 2 Lower Albert Rd, Central, Hong Kong
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RSVP: Martin Muller (mmuller@gavekal.com)
or [Register Here ]
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London Seminar (Fall 2019)
| Monday, November 18, 2019 - 2:00PM to 5:00PM |
Gavekal co-founders Charles Gave and Anatole Kaletsky will present their global outlook for risk assets in coming quarters and discuss the prospects for US economic growth. Charles will also introduce his latest work on asset allocation focused on Wicksell vs Keynes, or why Gold was always at the centre of the system and is anything but a barbarous relic.
Our senior US analyst Will Denyer will join the debate and present his outlook for the US economy and markets. Gavekal senior Asia analyst Tom Miller will present our latest research on China and India. The discussion will be moderated by Anatole Kaletsky who will also add analysis on the state of the relationship between the UK and the EU.
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Address: One Moorgate, Chartered Accountants' Hall Moorgate Place, London, EC2R 6EA United Kingdom
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RSVP: Jamie Robinson (jrobinson@gavekal.com)
or [Register Here ]
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New York Seminar (Fall 2019)
| Wednesday, November 20, 2019 - 8:30AM to 11:30AM |
Presentations by Anatole Kaletsky, Louis-Vincent Gave, Arthur Kroeber, and Udith Sikand
Please note that the club requires a jacket and tie for gentlemen.
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Address: The University Club - 1 West 54th Street, New York City
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RSVP: Nicolas Oudin (noudin@gavekal.com)
or [Register Here ]
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Stockholm Breakfast Seminar
| Thursday, November 21, 2019 - 9:00AM to 10:30AM |
Charles Gave and Pierre Gave will present their global outlook for risk assets in the coming quarters and discuss the prospects for US economic growth. Charles will also introduce his latest work on asset allocation focused on Wicksell vs Keynes, or why gold was always at the center of the system and is anything but a barbarous relic.
The seminar starts at 09:00. A light breakfast will be served from 08:30.
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Address: Grand Hotel, Conference Room New York, S. Blasieholmshamnen 8, 103 27 Stockholm, Sweden
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RSVP: Daniel Sjogren (dsjogren@gavekal.com)
or [Register Here ]
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Milan Seminar
| Thursday, November 28, 2019 - 8:30AM to 11:00AM |
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We are pleased to invite you to our seminar in Milan on Thursday 28th. Founding Partner Charles Gave will give his global macroeconomic outlook for the coming quarters and will answer questions on the new book, "Clash of Empires: Currencies and Power in a Multipolar World", which will be given out at the seminar. US Economist Will Denyer will present his outlook for the US economy. Didier Darcet, quantitative research principal, will present his latest work on portfolio construction.
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Address: Four Seasons Hotel - Via Gesu' 6/8 - 20121 Milano MI – Italy
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RSVP: Michele Morandi (mmorandi@gavekal.com)
or [Register Here ]
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