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.
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 ...
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 ...
Louis-Vincent Gave on 2026 Reset: ‘stupidly cheap’ Asian FX, damaged crypto & AI that doesn’t add up
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 ...
AI hunger games, China’s social experiment and ANT's return: Louis-Vincent Gave unpacks global order
MSN: 2026 reset? Louis-Vincent Gave on ‘stupidly cheap’ Asian FX, 'damaged' crypto & faulty AI economics
2026 reset? Louis-Vincent Gave on ‘stupidly cheap’ Asian FX, 'damaged' crypto & faulty AI economics
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