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...
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...