Hong Kong Seminar
| Tuesday, November 17, 2026 4:15 PM in The American Club, Exchange Square | |
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Gavekal partners and analysts will discuss the major issues facing markets and economies, including the ongoing bond sell-off, the sustainability of the AI investment boom, the outlook for the yen, and the challenges around a slowing Chinese economy and geopolitical tensions. Please note that presentations will begin promptly at 16:30 and last approximately two hours, including Q&A sessions. We will serve a full dinner after the final presentation. Guests are invited to stay and continue the discussion over a meal and drinks. Agenda: 16:15: Arrival of guests 16:30–16:35: Opening remarks by Gavekal CEO Louis-Vincent Gave 16:35–17:30: Panel 1—Global Macro and Markets Panelists: Louis-Vincent Gave, CEO Will Denyer, Chief US Economist Udith Sikand, Senior Emerging Markets Analyst Moderator: Tom Holland 17:30–17:35: Break 17:35–18:30: Panel 2—Outlook for the Chinese economy and markets Panelists: Arthur Kroeber, Head of Research Christopher Beddor, Deputy China Research Director Louis-Vincent Gave, CEO Moderator: Tom Holland Both panels will be 45 minutes, followed by 10 minutes of questions from the audience. 18:30: Dinner and drinks reception. |
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The American Club, Exchange Square The American Club, Floor 48, Two Exchange Square, Central, Hong Kong |
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| Please complete and submit the form below to register. Once you have registered, we will confirm your registration within five working days. Contact us at sales@gavekal.com if you are experiencing any difficulties. |
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