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Gavekal

@gavekal

Gavekal is one of the leading independent providers of global investment research. It also advises a select range of funds and offers software solutions.

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linkhttp://gavekal.com calendar_today20-01-2010 09:27:22

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April export data showed a sharp fall-off in Chinese exports of rare earth materials and magnets, and this likely continued—if not worsened—in May as trade tensions remain (we won’t know for sure until the data lands on June 20). While the London agreement included some easing of

April export data showed a sharp fall-off in Chinese exports of rare earth materials and magnets, and this likely continued—if not worsened—in May as trade tensions remain (we won’t know for sure until the data lands on June 20). While the London agreement included some easing of
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Gavekal's Charles Gave was interviewed by Dagens industri about the risks for financial markets and investors arising from the conflict between Israel and Iran: di.se/ditv/borskoll/…

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Arthur Kroeber is a leading researcher on Chinese tech and macro, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works. We discuss how China achieved high-tech manufacturing dominance, and

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European members of Nato have agreed to raise their defense spending to 5% of GDP. The question is whether to take this pledge seriously, or see it as a mere ruse to assuage US President Donald Trump. European economist Cedric Gemehl argues in this interview that Europe’s moves

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The Trump administration is putting pressure on US allies to boost defense spending to 5% of GDP. That “global standard” comprises core military spending of 3.5% of GDP along with 1.5% of GDP worth of spending on related logistics and infrastructure. Even so, the core military

The Trump administration is putting pressure on US  allies to boost defense spending to 5% of GDP. That “global standard” comprises core military spending of 3.5% of GDP along with 1.5% of GDP  worth of spending on related logistics and infrastructure. Even so, the  core military
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The US corporate credit spread has largely ignored two significant macro concerns this year: the "reciprocal" tariffs and the Israel-Iran conflict. After the April 2 US tariff announcement, the S&P 500 Vix index, which measures investors' expectations of volatility, surged to

The US corporate credit spread has largely ignored two significant macro  concerns this year: the "reciprocal" tariffs and the Israel-Iran  conflict. After the April 2 US tariff announcement, the S&P 500 Vix  index, which measures investors' expectations of volatility, surged to