At the beginning of March, China’s government will announce its economic agenda and budget for 2026, as well as its next five-year plan. The leadership is sounding confident, with some reason, but there are many questions on policy. Exports are booming and industrial upgrading is proceeding, but the anti-involution campaign is scrambling incentives. Fiscal and monetary stimulus is cautious, even though growth has been slowing. Officials are talking up their plans to boost consumption, but household sentiment is still weak. Our China team will assess these and other issues, and explain what to expect from China macro and markets in 2026.
Registration: For subscribers, please Registration: For non-subscribers, please contact sales@gavekal.com for requests to join the webinar
São Paulo Seminar
Thursday, March 5, 2026 6:00 PM in BTG Pactual Headquarters
You are cordially invited to our seminar in São Paulo on March 5 with Gavekal Co-Founder & Chief Economist Anatole Kaletsky. Anatole will share his perspectives on the global investment and economic outlook.
Coffee will be served from 18:00 and the presentation will start promptly at 18:30.
BTG Pactual Headquarters
BTG Pactual / Av. Brigadeiro Faria Lima, 3.477, São Paulo
You and your colleagues are cordially invited to our upcoming seminar in Madrid on Tuesday, March 10 with Gavekal partner Pierre Gave, and European economist Cedric Gemehl.
They will discuss the global investment outlook, trade war, and will provide an update on European markets.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Address:
Hotel InterContinental Madrid, Paseo de la Castellana 49, Madrid 28046
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
