The economic fallout from the war in Iran is broadening as disrupted energy markets drive oil and gas prices higher and leave policymakers with difficult dilemmas if they are to avoid a 1970s stagflationary cycle from unfolding. Our panel will consider the latest developments on the ground in the Persian Gulf and assess what this means for the US, Europe and emerging economies.
Registration: For subscribers, please Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar
Washington DC Seminar
Wednesday, April 15, 2026 5:30 PM in Washington, DC
You are cordially invited to our upcoming seminar in Washington, DC on Wednesday, April 15.
The seminar will feature Gavekal Co-Founder & Chief Economist Anatole Kaletsky, Founder of Gavekal Dragonomics Arthur Kroeber and Gavekal Technologies Research Director Laila Khawaja. Anatole will share his perspectives on the global investment and economic outlook. Next, Arthur Kroeber and Laila Khawaja will discuss the current state of China’s economy and the evolving US-China technology rivalry.
We invite attendees to join us from 17:30–18:00 for a welcome drink ahead of the presentations, which will begin at 18:00.
We look forward to welcoming you to an evening of insights and discussion.
Washington, DC
The Ritz-Carlton, 1150 22nd Street, N.W. Washington, DC 20037
Our next conference in Beijing will feature a series of panel discussions at which Gavekal senior partners and analysts will discuss the big macro themes influencing global and China markets. They will discuss the impact of the Iran war, how China balances growth and industrial-policy, and China’s tech industries.
Program:
13:40–13:50 Registration
13:50–14:00 Welcome from a Gavekal partner
14:00–14:50 Panel One: Impact of the Iran war on the global economy and markets Panelists: Louis-Vincent Gave, Anatole Kaletsky and Will Denyer Moderator: Arthur Kroeber
14:50–15:10 Coffee break
15:10–16:00 Panel Two: How China is balancing its growth and industrial-policy agendas Panelists: Ernan Cui & Tilly Zhang Moderator: Andrew Batson
16:00–16:50 Panel Three: The future of China's tech industries and competition with the US Panelists: Arthur Kroeber & Laila Khawaja Moderator: Louis-Vincent Gave
16:50–18:00 Drinks reception to continue the discussion
Beijing
The Peninsula Hotel, Song Ci, 8 Goldfish Lane, Wangfujing, Beijing
You and your colleagues are cordially invited to our seminar in Stockholm, on Tuesday May 19 with Gavekal Co-Founder/CEO Louis-Vincent Gave and Co-Founder/Chief Economist Anatole Kaletsky. The speakers will share their perspectives on the global investment and economic outlook. Coffee will be served from 8:30am and the presentations will start at 9:00am.
Address:
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm
