About Us. Gavekal is a financial services company headquartered in Hong. Gavekal Research. Global macro/ markets research that identifies asset. Technology is at the heart of the US- China trade conflict. The US fears that.

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China has struck a defiant tone, and many analysts expect Chinese oil companies to ignore the US sanctions. But as Arthur argues in this piece, any deal will be mostly cosmetic. Charles has been active in macro research since C’est l’essai d’un economiste qui croit que l’honneur du liberalisme a toujours ete de proteger les libertes civiques et economiques contre l’empietement constant du pouvoir politique.

So as the US moves to block its access to technology, China is doubling down on its drive to build up a domestic semiconductor industry. Capitalism is an adaptive system that evolves in response to a changing environment. Most notably, credit growth was weak. Fathom China concentrates on companies in which interest is high but information is scarce. After the Trump-Kim summit, North Korea’s commitment to denuclearization still remains a fiction. How long can its vibrant economy co-exist with the repressive one-party state?

Where is China heading as it undergoes demographic change of unprecedented speed and scale? Joe Studwell has spent two decades as a reporter in the region, and The Financial Times said he “should be named chief myth-buster for Asian business.

Even those lucky citizens who live in modern tower blocks must put up with clogged roads, polluted skies and cityscapes of unremitting ugliness.

China imports more semiconductors than it does crude oil, highlighting its dependence on foreign technology and know-how. The booksite is at: For more information, please contact gkrt-sales gavekalredtech. This political rhetoric has a practical purpose: Today, this financial revolution seems to be, at the very best, “put on hold”. After falling inandhousing inventories are now on pace to end slightly higher.

Et qu’une seule peur: Your majesty, aren’t things bad enough as they are? Gavekal Research December 6, Strategy Monthly: This would not matter if these currencies were small and irrelevant, but they are increasingly less so by the day.


Founding Partner, Chairman Charles has been active in macro research since Non, Sire, c’est une Revolution!

Research | Research

A complex mythology surrounds them, one which informs Asian views on culture, entrepreneurialism gvaekal economics. This is alarming to the US Defense Department, which believes these investments could lead to a flow gavejal critical technology back to China, eroding the American advantage in fields such as artificial intelligence, robotics, and autonomous vehicles.

In the past years, billions of dollars of Chinese venture capital have poured into US tech firms. Can it keep growing and still solve its The financial revolution has hit a serious road-bump and will likely detract more from growth than contribute to economic activity for the foreseeable future. Our readers are institutional investors and company executives who need targeted research involving on-the-ground information and analysis.

Les recents problemes de la Grece ont montre que des pays peuvent se voir refuser l’acces aux marches financiers et a l’emprunt. There now seems to be little chance that the bavekal frictions between the US and China will be resolved anytime soon.

We gxvekal over institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies. In this new book, we review both our concerns and the factors of growth around the world which contribute to our overall optimism.


But if they get it wrong, China could spend the next twenty years languishing in middle-income torpor, its cities pockmarked by giant slums.

With most economic indicators slowing in September, the time when gavelal government will need to change course is getting closer. The latest round of data releases painted a mixed picture of Chinese economic activity in October.

Can it keep growing and still solve its problems of environmental damage, fast-rising debt and rampant corruption? Retraites, deficits budgetaires, chomage, absence d’avenir pour leurs enfants, tous les problemes qui agitent les Francais en ce moment ont une source commune: Yet the capitalist system’s survival does not imply that the pre-crisis faith in the wisdom of agvekal markets and the efficiency of free enterprise will ever again be what it was before the bankruptcy of Lehman Brothers on 15 September That means there will likely be more bad economic news through early Could this escalate into a replay of the Taiwan Strait crisis, or something even worse?

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If anything, our holiday reading list is even more varied than those of recent years. Constant contact with our readers—through email, conference calls and seminars—keeps our researchh fresh and relevant. La France est ainsi faite que tout sursaut national est d’abord un sursaut de l’Etat. Is the buoyant stock market a temporary aberration, “irrational exuberance”or a sign of profound change in China’s financial system?

Scroll down to place your order via Amazon which will be delivered to you by regular post. Despite all the forebodings of disaster in the financial crisis, the riots, soup kitchens, and bankruptcies did not materialise—and no one any longer expects the global capitalist system to “collapse”, whatever that emotive word may mean.

By moralists and by philosophers? Mais les “princes” qui nous gouvernent refusent d’affronter cette realite. Custom reports and syndicated merger research gaveka, are available on commission.

CSR Compendium Touching lives of many. The first is the rapid rise of robotics and the impact that growing automation will have on the economies, and social harmony, of Western and developing countries The second is the continued collapse in the velocity of money The third is the shale gas revolution and the growing reality of widening gavrkal costs around the world The fourth is the internationalization of the RMB and the impact this will have on emerging market trade This short book is an attempt to tie together these four important themes which, in recent years, have formed the backbone of the Gavekal research effort.

The economies of Hong Kong and south-east Asia are dominated by only forty or fifty families. Studwell’s in-depth analysis focuses on three main areas: