Louis-Vincent Gave
@gave_vincent
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CEO of Gavekal - for more information, go to https://t.co/e9Kd7vb4vq website
Joined July 2022
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
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Thanks for having me on @wealthion.Enjoyed our conversation.
Is U.S. dominance fading? Louis-Vincent Gave breaks down the dollar’s decline, China’s rise & flawed economic data. 📺 Watch now: @gave_vincent @JamesConnor1999 . #DollarDecline #ChinaEconomy #Macroeconomics #Inflation #EmergingMarkets #Gold #Investing
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Earlier today I posted a paper by @Gavekal partner Andrew Batson in which Andrew tackled the all important question of the Chinese output gap. Below is a thread from Andrew on the same topic for those amongst you who are gluttons for punishment….
One way of clarifying the debate about what the problem is with China's economy, and what should be done about it, is to ask: how big is the output gap? or, how far away is growth from its potential? A thread on an under-utilized concept 1/.
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Is Chinese economic growth rapidly slowing down for structural reasons (poor demographics, law of large numbers, less catch-up…) OR does China suffer from under-consumption? The response to this important question will drive policy choices for the years to come… Gavekal partner.
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RT @Nutterproject: Our episodes with a few of our guests were really the motivation to make the trip. Sincere thanks 🙏. @gave_vincent @je….
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RT @dwarkesh_sp: .@arkroeber's book on China's Economy is indeed really good! . I also recommend China's Political System by Sebastian Heil….
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RT @dwarkesh_sp: The most useful book I've read on the questions about China I'm especially interested in is not publicly available yet. Bu….
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This made me giggle…
chinadailyhk.com
David Cottam writes a sample letter to the Central Intelligence Agency.
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Thanks for the kind words George!.
This will come as no surprise to anyone who reads @Gavekal . Louis and his colleagues have been way out in front of this. @gave_vincent .
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One of my big themes since JD Vance’s Munich speech has been that the days in which commodity prices are roughly the same across the world are essentially gone. The reason the price of oil was roughly the same in South Africa and South Korea is that the US Navy guaranteed safety.
COMEX #copper futures jumps to a 40% YTD gain after Trump called for a 50% tariff on imports. The premium paid for front month copper futures in New York now stands 25% above 3-month London benchmark, and with imports in the first six months equalling almost a full year of
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RT @Gavekal: European members of Nato have agreed to raise their defense spending to 5% of GDP. The question is whether to take this pledg….
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Gold, Silver, precious metal miners, Palantir… all rolling over hard today. Is the market starting to run out of juice? Been a hell of a rebound since the Liberation Day lows….
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RT @FT: The US has spent months imposing sanctions on Chinese refineries for buying Iranian crude as part of a 'maximum pressure' campaign….
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Congrats @leomironov .I am but one out of a thousand. But I do recommend to everyone interested in China and Chinese financial markets to subscribe.
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RT @EarningsNugget: 🧵Arthur Kroeber (@arkroeber), founder of Gavekal Dragonomics ((@Gavekal) was just interviewed by Dwarkesh Patel (@dwark….
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Thank you to the @paynecmwealth team for having me on. It was a fun chat. So many things to discuss in our rapidly changing world.
Episode 208 of Payne Points of Wealth — OUT NOW 🎙️. This Week: Could This Be the End of Tesla? We’re joined by @gave_vincent of the Gavekal Group to break down China’s manufacturing dominance, a weakening dollar, and why Latin America could be the next big investment play. This
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Art is one of my business partners and a friend-so I am obviously going to be positively biased to the arguments he presents here. But for anyone with an hour to spare and an interest in understanding how China suddenly leap frogged the west in industry after industry, this is.
Arthur Kroeber is a leading researcher on Chinese tech and macro, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works. We discuss how China achieved high-tech manufacturing dominance, and
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RT @Gavekal: Gavekal US economist Will Denyer has long argued that the rollout of driverless cars has the potential to lead to important p….
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RT @KevRGordon: China's rare earth dominance not going anywhere anytime soon per @iea forecasts .@Gavekal
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Some terrific zingers and awesome quotes (for the French speakers).
📢 Sortie aujourd'hui du tome 2 de l'Anthologie de la répartie aux éditions @lecherchemidi. ✅ 800 nouvelles répliques : Churchill, Hugo, Rostand, Audiard, Voltaire, Wilde, De Gaulle, Guitry, Devos, Chirac, Dard, Cocteau, Sagan. 📚 En vente dans toutes les librairies
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