CNBC

AI hunger games, China’s social experiment and ANT's return: Louis-Vincent Gave unpacks global order

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 ...
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.
Hosted on MSN

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

Louis-Vincent Gave, co-founder and CEO of Gavekal, says that the geopolitical uncertainty makes it logical for countries that have a contentious relationship with the US to increase their inventories ...