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Gavekal

Globes. Photo by National Geographic via Flickr CC-BY-2.0
06 January 2023

Top 5 global equity funds: only one shows double-digits

The final quarter of a stock market year that many investors were keen to put...
Globes at the National Geographic store in London. Photo via Flickr CC-BY-2.0.
07 October 2022

Morningstar Top 5: Gavekal leads large-cap mixed equity

The third quarter has come to a close. In the category of global large-cap mixed...
22 April 2022

Gave sees silver lining around dark clouds over Ukraine

In the first quarter, investors sold off their Chinese shares en masse. Foreign...
08 April 2022

Top 5 global equity funds: Gavekal Global leads

In the turbulent first quarter of 2022, inflation and the pandemic gave way to...
07 May 2021

GaveKal: China's radically different answer to US fiscal spending

While the US and Europe have chosen the path of unprecedented fiscal spending...
10 November 2020

GaveKal: not Covid but the renminbi is the event of 2020

What was the most important event to precede the 2008 financial crisis? Was it...
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High rates give emerging market bonds positive start to 2024

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