A reminder: Emerging Markets usually trade at a discount because: • policy making can be sudden, unpredictable and even capricious • in times of stress, bonds, equities and exchange rates are usually correlated

This was me last night returning to Beijing. A ten hour drive was trasnformed into a 16 hour drive because it was the last day of the eight day long National Holiday. Next time, I may stay home for the holidays. https://t.co/t57ckGCBOP

Unless I am mistaken, this is a first #1 ranking for Duke. Proud dad moment

Thanks for having me on Harvey. Congrats on the growth of your podcast and congrats on Duke’s #2 (best ever) pre-season collegiate rugby ranking amongst D-3 schools. I really enjoyed our conversation. See you on the field this spring!

Arthur Kroeber, Partner and Head of Research ⁦@Gavekal⁩ in a podcast on China with Phil Dobbie in the NAB Morning Call.

Thanks for having me on. I had a lot of fun

So it looks like I got hacked on this account. In case there was any doubt, I did not suddenly become a shitcoin promoter…

In this podcast I mention a book… but I misspoke. The book is not valley Forge but Freedom Forge. Apologies

Thanks for having me on @ErikSTownsend and the gang at @MacroVoices - always enjoy our chats

Looking forward to this conversation tomorrow with @gave_vincent of @Gavekal! If you have questions for Louis, let me know.

My colleague Tom Holland’s piece on the recent announcement of the Russia-Mongolia-China gas pipeline. And no, not Tom Holland the historian, nor the Spider-Man Tom Holland… https://t.co/D2g2ST4fZl

Louis-Vincent Gave's five convictions analyze the major bull and bear markets of 2025 through the lenses of fundamentals, valuations, momentum, investor positioning, and policy support. https://t.co/htZ2RcegDG

Thanks for having me on @ErikSTownsend and @PatrickCeresna - always enjoy our catch-ups.

China’s policymakers have rolled out stimulus measures to support consumption in the coming months, including child care subsidies, one year of free preschool, and consumer loan interest subsidies. Yet, at the same time, they seem reluctant to add more funding to the existing

This is extraordinary. For the many of you who wonder how the EU could agree to such a humiliating "deal" with Trump, wonder no more. We have an unusually straightforward answer directly from the horse's mouth: Sabine Weyand, who's the Directorate-General for Trade at the EU

A great piece by GaveKal partner Arthur Kroeber and former colleague @danwwang. Must read. Also: for those who have not yet done so, buy/order Dan’s recently published book Breakneck: China’s Quest To Engineer the Future

Thanks for having me on Alan. I enjoyed our chat

COMMUNIQUÉ IMPORTANT REPRISE DU MAGAZINE TRANSITIONS ET ÉNERGIES Chers amis, Alors que la bataille fait rage autour de la programmation pluriannuelle de l'énergie que le gouvernement a tenté de passer en force cet été et qui pourrait multiplier par 2 la facture électrique

Happy Assumption Day. My parents, on the way to mass in Provence…

The ugliest part of today's CPI was core services, and especially insurance costs - Tenants & households + 12% average in the past 3 months 😱😱 - Car insurance no longer deflating - Medical insurance at 5-6% annualized despite dubious retained earnings method Insurance barely

Thanks for having me on @wealthion Enjoyed our conversation