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
