Tuesday, November 17, 2026 4:15 PM in The American Club, Exchange Square
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.
The American Club, Exchange Square
The American Club, Floor 48, Two Exchange Square, Central, Hong Kong
You are cordially invited to our seminar in Shanghai on Thursday, November 19. Gavekal Co-Founder & CEO Louis-Vincent Gave will discuss the binary risks and how to approach them, Partner and Head of Research Arthur Kroeber will present on the future of US China relations and technological competitions, followed by the latest China updates from China Economist Wei He and Consumer Analyst Ernan Cui.
Agenda: 13:45–14:00 — Venue opens for registration 14:00–14:45 — Louis-Vincent Gave 14:45–15:30 — Arthur Kroeber 15:30–15:50 — Coffee Break 15:50–16:30 — Wei HE and Ernan CUI 16:30–16:45 — Q&A
Shanghai
Terra Centre, Level 38, HKRI Center Tower 1, 288 Shimen 1st Road, Jing'an District, Shanghai
You are cordially invited to our seminar in Shanghai on Friday, November 20. Gavekal Co-Founder & CEO Louis-Vincent Gave will discuss the binary risks and how to approach them, Partner and Head of Research Arthur Kroeber will present on the future of US China relations and technological competitions, followed by the latest China updates from China Economist Wei He, Consumer Analyst Ernan Cui, and Financial Analyst Xiaoxi Zhang.
Agenda: 13:45–14:00 — Venue opens for registration 14:00–14:45 — Louis-Vincent Gave 14:45–15:30 — Arthur Kroeber 15:30–15:50 — Coffee Break 15:50–16:40 — Wei HE, Ernan Cui, and Xiaoxi Zhang 16:40–17:00 — Q&A
Beijing
Executive meeting room, L18, China World Tower A, 1 Jianguomenwai Ave, Chaoyang District, Beijing
