Wednesday, November 5, 2025 2:00 AM in Beijing
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
Beijing
Tulip Meeting Room, 4F, InterContinental Sanlitun, No. 1 South Sanlitun Road, Chaoyang, Beijing

 

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