How durable is the US’s artificial intelligence-driven boom and associated equity bubble? Will Denyer will seek to answer this question and suggest investing strategies. Kai Xian will cover three initiatives being pursued by the Trump administration—immigration control, reindustrialization and national security policy—and assess their investment implications.
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.