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Louis-Vincent Gave: ‘The Future Is Being Built Over There’

Lefkovitz: Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke ...
MarketWatch

Leading emerging-markets strategist says the long American century is over. Place your bets on China, not the U.S.

Has U.S. exceptionalism peaked? In a word: yes. So says Louis-Vincent Gave, founding partner and chief executive officer of Gavekal Group, founded in 1998 and headquartered in Hong Kong. Gave is of ...
RealClearMarkets

Days of U.S. 'Exceptionalism' Fading: Louis-Vincent Gave Int

Louis-Vincent Gave, CEO and co-founder of Gavekal Research, talks about his views on the US-China trade war, the end of US exceptionalism, the fading AI trade, and his investment outlook for 2026.
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AI hunger games, China’s social experiment, and the return of ANT IPO: Louis-Vincent Gave unpacks China and much more

Gavekal's Louis-Vincent Gave discusses issues ranging from China’s stimulus push, U.S.-China policy divergence, the de-dollarization shift, and why China’s AI race could crush margins — plus, why he ...
CNBC

Louis-Vincent Gave on 2026 Reset: ‘stupidly cheap’ Asian FX, damaged crypto & AI that doesn’t add up

Louis-Vincent Gave sees Asian FX as sharply undervalued going into 2026, a shift that could weigh on gold. He outlines a ‘barbell’ approach to China’s equity markets and warns that bond markets are ...
Barron's

Beijing Has ‘Started a Bull Market.’ Here’s Which Stocks to Own.

Chinese stocks have gone from unloved to the best-performing market this year in a matter of 10 days, and Louis-Vincent Gave, head of the Hong Kong-based financial services firm Gavekal, sees the ...
CNBC

How do the events in Iran and Venezuela impact China and the global commodities market?

Monday - Friday, 10:00 - 11:00 SIN/HK | 0400 - 05:00 CET Louis-Vincent Gave, co-founder and CEO of Gavekal, says that the geopolitical uncertainty makes it logical for countries that have a ...
Bloomberg L.P.

Gave: Doubtful Oil Cos. Will Rush to Invest in Venezuela

Gavekal Founding Partner and CEO Louis-Vincent Gave says he is doubtful whether oil companies will rush to invest in Venezuela. He speaks with Paul Allen on "Insight with Haslinda Amin." ...