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Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

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Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

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The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

GAVEKAL | GAVEKAL

Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

GAVEKAL LOGINLOGINCONTACT USSUBSCRIBEFEEDS Sorry, access to these research reports are restricted to our subscribing clients only.

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Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

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Written by Charles Gave & Louis-Vincent Gave. Edition: Gavekal Books. Markets were roiled in 2018 by concerns over flagging global growth and escalating trade tensions. Yet look deeper and this angst may also have stemmed from a gathering rebellion against “King Dollar”, which has ruled as the global reserve currency since the early 1970s. CONTACT US | GAVEKAL Contact Us. Clients are welcome to make research and sales inquiries via email, at sales@gavekal.com, or by reaching out directly to one of our respective offices. Hong Kong Suite 3101, Central Plaza 18 Harbour Road, Wanchai Hong Kong

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The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics.

BOOKS | RESEARCH

Written by Louis-Vincent Gave, Charles Gave, Anatole Kaletsky & Steven Vannelli. Edition: GaveKal Research. Today's global financial system is characterized by a curious mixture of freedom and manipulations. Between the two main currencies of the world, the US$ and the Euro, we

have a free float.

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Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

GAVEKAL LOGINLOGINCONTACT USSUBSCRIBEFEEDS Sorry, access to these research reports are restricted to our subscribing clients only.

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About Us. Gavekal is a financial services company headquartered in Hong Kong. The company was launched in 2001 and is today organized around three key activities: Financial Research for Institutional Investors. Money Management. Software Services for Investment Professionals. The firm’s mission statement rests on three key

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Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

LOUIS-VINCENT GAVE

Louis is the non-executive chairman of Roboglobal LLC (the manager of the ROBO.US ETF, one of the largest robotics-dedicated ETFs). He is also a non-executive director at Evergreen-Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits

CHARLES GAVE

Charles remains Chairman of Gavekal and is one of eight working partners. When Charles moved back to France in 2015, he helped launch two separate think-tanks: The first, l’Institut des Libertes, publishes policy papers and aims to promote “classically liberal”

positions in

FOUR QUADRANTS: A WICKSELLIAN ANALYSIS Four Quadrants: A Wicksellian Analysis. January 8, 2016. In 1978, when still young and creative, I produced my first four quadrants chart. The idea was that there are four basic investment environments depending if economic activity is expanding or contracting, and whether prices are rising or falling. It was usually obvious which

state we had

GAVEKAL | GAVEKAL

Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

GAVEKAL LOGINLOGINCONTACT USSUBSCRIBEFEEDS Sorry, access to these research reports are restricted to our subscribing clients only.

ABOUT US | GAVEKAL

About Us. Gavekal is a financial services company headquartered in Hong Kong. The company was launched in 2001 and is today organized around three key activities: Financial Research for Institutional Investors. Money Management. Software Services for Investment Professionals. The firm’s mission statement rests on three key

pillars, in order

RESEARCH | RESEARCH

Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

LOUIS-VINCENT GAVE

Louis is the non-executive chairman of Roboglobal LLC (the manager of the ROBO.US ETF, one of the largest robotics-dedicated ETFs). He is also a non-executive director at Evergreen-Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits

CHARLES GAVE

Charles remains Chairman of Gavekal and is one of eight working partners. When Charles moved back to France in 2015, he helped launch two separate think-tanks: The first, l’Institut des Libertes, publishes policy papers and aims to promote “classically liberal”

positions in

FOUR QUADRANTS: A WICKSELLIAN ANALYSIS Four Quadrants: A Wicksellian Analysis. January 8, 2016. In 1978, when still young and creative, I produced my first four quadrants chart. The idea was that there are four basic investment environments depending if economic activity is expanding or contracting, and whether prices are rising or falling. It was usually obvious which

state we had

ABOUT US | GAVEKAL

About Us. Gavekal is a financial services company headquartered in Hong Kong. The company was launched in 2001 and is today organized around three key activities: Financial Research for Institutional Investors. Money Management. Software Services for Investment Professionals. The firm’s mission statement rests on three key

pillars, in order

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies. CONTACT US | GAVEKAL Contact Us. Clients are welcome to make research and sales inquiries via email, at sales@gavekal.com, or by reaching out directly to one of our respective offices. Hong Kong Suite 3101, Central Plaza 18 Harbour Road, Wanchai Hong Kong

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics.

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BOOKS - RESEARCH

Written by Louis-Vincent Gave, Charles Gave, Anatole Kaletsky & Steven Vannelli. Edition: GaveKal Research. Today's global financial system is characterized by a curious mixture of freedom and manipulations. Between the two main currencies of the world, the US$ and the Euro, we

have a free float.

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This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

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Gavekal Research. Jan 01st 1970. Gavekal Indicators Dashboard Gavekal indicators are updated daily

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Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

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RESEARCH | RESEARCH

Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

GAVEKAL | GAVEKAL

Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

GAVEKAL LOGINLOGINCONTACT USSUBSCRIBEFEEDS Sorry, access to these research reports are restricted to our subscribing clients only.

RESEARCH | RESEARCH

Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

BOOKS - RESEARCH

Written by Louis-Vincent Gave, Charles Gave, Anatole Kaletsky & Steven Vannelli. Edition: GaveKal Research. Today's global financial system is characterized by a curious mixture of freedom and manipulations. Between the two main currencies of the world, the US$ and the Euro, we

have a free float.

CONTACT US | GAVEKAL Contact Us. Clients are welcome to make research and sales inquiries via email, at sales@gavekal.com, or by reaching out directly to one of our respective offices. Hong Kong Suite 3101, Central Plaza 18 Harbour Road, Wanchai Hong Kong

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Written by Charles Gave & Louis-Vincent Gave. Edition: Gavekal Books. Markets were roiled in 2018 by concerns over flagging global growth and escalating trade tensions. Yet look deeper and this angst may also have stemmed from a gathering rebellion against “King Dollar”, which has ruled as the global reserve currency since the early 1970s. CONTACT US | GAVEKAL Contact Us Research. Clients are welcome to make research and sales inquiries via email, at sales@gavekal.com, or by reaching out directly to one of our respective offices.. Money Management. Clients are welcome to make fund and investment inquiries via email, at gk-sales@gavekal.com, or by reaching out directly to one of our

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Q2 2009 - Books

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Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

ABOUT US | GAVEKAL

About Us. Gavekal is a financial services company headquartered in Hong Kong. The company was launched in 2001 and is today organized around three key activities: Financial Research for Institutional Investors. Money Management. Software Services for Investment Professionals. The firm’s mission statement rests on three key

pillars, in order

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Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

ARTHUR KROEBER

Arthur Kroeber. Arthur co-founded the China-focused research service Dragonomics in Beijing in 2002 and was the editor of its flagship journal China Economic Quarterly through 2017. Since Dragonomics' 2011 merger with Gavekal he has been head of research for the combined operation. Before founding Dragonomics, he spent 15 years as

journalist

LOUIS-VINCENT GAVE

Louis is the non-executive chairman of Roboglobal LLC (the manager of the ROBO.US ETF, one of the largest robotics-dedicated ETFs). He is also a non-executive director at Evergreen-Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits

CHARLES GAVE

Charles remains Chairman of Gavekal and is one of eight working partners. When Charles moved back to France in 2015, he helped launch two separate think-tanks: The first, l’Institut des Libertes, publishes policy papers and aims to promote “classically liberal”

positions in

GAVEKAL | GAVEKAL

Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

with our readers.

ABOUT US | GAVEKAL

About Us. Gavekal is a financial services company headquartered in Hong Kong. The company was launched in 2001 and is today organized around three key activities: Financial Research for Institutional Investors. Money Management. Software Services for Investment Professionals. The firm’s mission statement rests on three key

pillars, in order

GAVEKAL LOGIN

Sorry, access to these research reports are restricted to our subscribing clients only.

RESEARCH | RESEARCH

Firstly, US oil production has rolled over by between -2mn and -2.5mn bpd and there are reasons to think this situation lasts until next year. Secondly, oil prices, which were in a clear bear market between late 2018 and early 2020 are now in a bull market. 4. Gavekal Research. February 15, 2021.

RESEARCH | GAVEKAL

Research. To contact a salesperson email sales@gavekal.com. Gavekal offers four research services covering global economies and markets. We have over 800 institutional clients around the world, including financial institutions and asset managers, major corporations, and government agencies.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics. FOUR QUADRANTS: THE GROWTH QUESTION The chart below shows my time-honoured Four Quadrants matrix. The idea is that there are four basic investment environments depending whether economic activity is expanding or contracting, and whether prices are

rising or falling.

ARTHUR KROEBER

Arthur Kroeber. Arthur co-founded the China-focused research service Dragonomics in Beijing in 2002 and was the editor of its flagship journal China Economic Quarterly through 2017. Since Dragonomics' 2011 merger with Gavekal he has been head of research for the combined operation. Before founding Dragonomics, he spent 15 years as

journalist

LOUIS-VINCENT GAVE

Louis is the non-executive chairman of Roboglobal LLC (the manager of the ROBO.US ETF, one of the largest robotics-dedicated ETFs). He is also a non-executive director at Evergreen-Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits

CHARLES GAVE

Charles remains Chairman of Gavekal and is one of eight working partners. When Charles moved back to France in 2015, he helped launch two separate think-tanks: The first, l’Institut des Libertes, publishes policy papers and aims to promote “classically liberal”

positions in

ABOUT US | GAVEKAL

About Us. Gavekal is a financial services company headquartered in Hong Kong. The company was launched in 2001 and is today organized around three key activities: Financial Research for Institutional Investors. Money Management. Software Services for Investment Professionals. The firm’s mission statement rests on three key

pillars, in order

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Money Management. Gavekal teams manage assets across a broad range of strategies. Specifically: Gavekal advises on four strategies which together combine for some US1.8b in AUM *. These strategies are: The Gavekal Asian Opportunities UCITS Fund. The Gavekal Global Equities UCITS Fund. The Gavekal China Fixed Income UCITS Fund.

GAVEKAL BOOKS

Written by Charles Gave & Louis-Vincent Gave. Edition: Gavekal Books. Markets were roiled in 2018 by concerns over flagging global growth and escalating trade tensions. Yet look deeper and this angst may also have stemmed from a gathering rebellion against “King Dollar”, which has ruled as the global reserve currency since the early 1970s.

GAVEKAL DRAGONOMICS

The reality is that it is a relatively low-tech part of a sophisticated Communist Party strategy to use digital means to deliver both better governance and social control. In this 22-page DeepChina report, Rogier Creemers explains the truth behind the social credit myths. 2. Gavekal Dragonomics.

BOOKS - RESEARCH

Written by Louis-Vincent Gave, Charles Gave, Anatole Kaletsky & Steven Vannelli. Edition: GaveKal Research. Today's global financial system is characterized by a curious mixture of freedom and manipulations. Between the two main currencies of the world, the US$ and the Euro, we

have a free float.

LOUIS-VINCENT GAVE

Louis is the non-executive chairman of Roboglobal LLC (the manager of the ROBO.US ETF, one of the largest robotics-dedicated ETFs). He is also a non-executive director at Evergreen-Gavekal, a Bellevue, Washington-based private wealth manager. Louis also sits

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Gavekal Research. Long Chen. Dec 01st 2015. What Now For The Renminbi? FOUR QUADRANTS: A WICKSELLIAN ANALYSIS Four Quadrants: A Wicksellian Analysis. January 8, 2016. In 1978, when still young and creative, I produced my first four quadrants chart. The idea was that there are four basic investment environments depending if economic activity is expanding or contracting, and whether prices are rising or falling. It was usually obvious which

state we had

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Gavekal Research. Research Team. Jun 17th 2009. GaveKal Daily - What

Shape the Recovery?

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Gavekal is one of the world's leading independent providers of global investment research. The firm's unique culture prizes thinking, debate, listening and accessibility. There is no 'house view' or 'party line': our partners engage in vigorous arguments on major economic and financial questions, and we share these debates openly

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