Recent Articles
China’s Unfolding Equity Bull Market
By: Louis Vincent-Gave For all the growth in the Chinese economy over the past two decades, the returns on Chinese…
The Year It’s Been
By Louis-Vincent Gave Imagine an investor who had prior knowledge of this year’s major events—but no idea how the market…
Hedging US Volatility
By Tan Kai Xian On Tuesday, as the S&P 500 sold off so abruptly, the Vix index, derived from the…
VC Dealmaking Remains Strong Despite Public Market Volatility
VC Dealmaking Remains Strong Despite Public Market Volatility Private and public markets are inextricably linked. This crystalized in the first…
The Fed’s Reaction Function
By Will Denyer The Federal Reserve is on a mission to put the inflation genie back in the bottle. With…
A Traffic Jam On The Internet Superhighway
The following article was originally published on Forbes.com by Evergreen Gavekal’s Technology Advisor, Michael Johnston. If you think of the wireless internet…
Don’t Believe The US Recession Forecasts
Dear Clients and Readers, This week, we are presenting a thought-provoking article from Gavekal Research’s Co-Founder, Anatole Kaletsky. In his…
Diet and Exercise…
In dieting and investing, it would seem that self-discipline plays a crucial role. So, what does self-discipline mean for investors?…
Inflation Infatuation
After over a decade of “passive investing” dominance, a shift is underway. Active management rewards investors who can skillfully blend…
Announcement: Our First Haymaker Is On The Way
After almost 17 years, it’s time for me to bid farewell to an old friend, the Evergreen Virtual Advisor (EVA). Perhaps,…
Positioning Recommendations – April 8th, 2022
“The Fed’s dual mandate is that of arsonist and fire brigade.” – Jim Grant. A Belated Epiphany It is my…
Ride Away, Right Away!
“We were assured by policy makers that QE provided large benefits to the real economy. If so, won’t its reversal…