Gavekal Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Next, China Macro Economist Wei He and Consumer Analyst Ernan Cui will present their views on the short-term outlook for the Chinese economy, policy crosscurrents and domestic demand. Finally, Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy.
Agenda: 8:45 — Venue opens for registration 9:00–9:45 — Arthur Kroeber on the US-China relationship and geopolitical risks 9:45–10:30 — China macro updates by Wei He & Ernan Cui 10:30–10:45 — Coffee break 10:45–11:45 — Louis-Vincent Gave on global strategy
Gavekal Founding Partner and CEO Louis-Vincent Gave will present his latest view on global strategy. Partner and Head of Research Arthur Kroeber will present an update on US-China relationship and its potential impact. Finally, China Macro Economist Wei He, Consumer Analyst Ernan Cui, Technology Analyst Tilly Zhang and Finance Analyst Xiaoxi Zhang will present their views on the Chinese economy, policy and technology cross currents, and domestic demand.
Agenda: 13:45–14:00 — Venue opens for registration 14:00–14:50 — Louis-Vincent Gave on global strategy 14:50–15:40 — Arthur Kroeber on US-China relationship and geopolitical risks 15:40–16:00 — Coffee break 16:00–17:00 — Wei, Ernan, Tilly, Xiaoxi on China 17:00–17:15 — Q&A
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.
