October 1, 2020

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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researrch You won’t be able to use WhatsApp on these devices in It has also created a monumental environmental mess, with smog-blanketed cities and carbon emissions that are a leading cause of climate change. Deleveraging continues but more slowly, and may not last much longer as profits cool and debt rises.

All prices include shipping and all proceeds from the book sales go to the Gavekal Endowment. The pamphlet was a gaveoal best-seller, selling just under 20, copies over a year in France.


Where is China heading as it undergoes demographic change of unprecedented speed and scale? But there was a crucial difference.

Close How Asia Works: Our analysis aims to be provocative, engaging, and firmly grounded in data. Gavekal Books Please find below, in chronological order, books written by Gavekal partners or analysts.

Gavekal RedTech specializes in covering Chinese Internet and mobile sectors through survey based research. In this concise chartbook, Rosealea delivers her annual overview of the key drivers of housing sales and construction activity and explains the outlook for What distortions does the intervention of non-market players in the Asian foreign exchange markets engender?


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.

The latest round of data releases painted a mixed picture of Chinese economic activity in October. Nous avons tout au plus deux ans Arthur has worked in Asia sincefirst as a financial journalist and then as a founder of Beijingbased Dragonomics, which merged with Gavekal in Written by Charles Gave Edition: Rather than blaming greedy bankers, incompetent regulators or gullible homeowners, the meltdown in the global financial system needs to be put into historical and ideological gsvekal.

Gavekal Fathom China is an investigative research unit focused on companies, industries and corporate situations in China. The economies of Hong Kong and south-east Asia are dominated by only forty or fifty families. Founded in by Arthur Kroeber and a part of the Gavekal group sinceGavekal Dragonomics combines rigorous analysis of macroeconomic and sectoral data with on-the-ground reporting.

Research | Gavekal – Group Site

This page book was published in September The result will be capital misallocation, leading eventually to a decline In this piece, Rosealea explains why this change will rssearch spell the end of the construction cycle just yet. And the same is true today: Founding Partner GavskalHead of Research Arthur has worked in Asia sincefirst as a financial journalist and then as a founder of Beijingbased Dragonomics, which merged with Gavekal in Think of a man who fell asleep for 30 years in Countries were called “tigers” or “mini-dragons,” and were seen as not just development prodigies, but as a unified bloc, culturally and economically similar, and inexorably on the rise.


Just as importantly, this very important change to the investment environment is not the researcch paradigm-shifting event that has occurred since we published Our Brave New World now out of print but available for free for Download from our website and The End Is Not Nigh. Now contrary to what Lord Salisbury implied, not all change needs to be negative; and today, there are four important changes that investors need to incorporate into their thinking if they are to invest profitably: Yet Jesus’s words are supremely recognizable.

The breath of the national security justification cited for this action escalates the US-China confrontation over technology to a new level. With manufacturing, industrial development alone is not sufficient, Studwell argues. That has since been rowed back.