Investors that have put their faith – and hard-earned dollars – in Chinese growth equities over the past few years can likely relate to this saying as Beijing has unleashed a series of rolling regulatory initiatives aimed at Chinese tech companies. Read More
Below are Evergreen Gavekal's Likes/Dislikes for July 16th, 2021. Read More
Below are Evergreen Gavekal's Likes/Dislikes for July 9th, 2021. Read More
Introduction The famed “sword of Damocles” dates back to an ancient parable popularized by the Roman philosopher Cicero in 45 B.C. In Cicero’s version of the tale, a tyrannical king named Dionysius II remains utterly unhappy, despite his wealth and power. As the story goes, one day, a court flatterer… Read More
Below are Evergreen Gavekal's Likes/Dislikes for July 2nd, 2021. Read More
One of Wall Street’s most hallowed phrases is “Don’t Fight the Fed” and for good reason. Whether it was the 2016 deflation scare, the stealth pre-Covid recession, or the pandemic itself, the Fed’s unlimited liquidity creation has triumphed over all threats to the US stock market. Read More
Below are Evergreen Gavekal's Likes/Dislikes for June 25th, 2021. Read More
Introduction Over the past few years, we’ve written about the growing discord between the United States and the People’s Republic of China as dueling narratives. These newsletters have, for the most part, positioned the two global juggernauts as empires teetering on the brink of a “new cold war” over trade,… Read More
Below are Evergreen Gavekal's Likes/Dislikes for June 18th, 2021. Read More
One of the unexpected, world-defining events of the past year has been the global shortage of semiconductor chips. Read More
