How To Sidestep Chinese Crackdowns
Join Louis-Vincent Gave, Founding Partner & CEO of Gavekal to understand how to invest in China wisely.
The recent regulatory crackdown across industries, including Tech, Gaming, Property and Education in China, has caused many headaches for investors. Combined with the shifting Chinese political stance on wealth redistribution, investing in China has become increasingly challenging. However, China remains an important and viable market for global investors. In this discussion, we explore how investors could navigate their investments through these uncertainties and challenges wisely.
In this conversation we’ll cover…
What is the economic and political outlook for China?
What are the key sectors to avoid going forward?
A framework to navigate your portfolio amid heightened political risks and regulatory crackdown in China.
Who you’ll hear from:
Louis-Vincent Gave – Founding Partner & CEO of Gavekal
Louis started his career at BNP Paribas where he worked as a financial analyst – first in Paris, then in Hong Kong. He left BNP Paribas in 2000 to launch Gavekal, a financial services company headquartered in Hong Kong, with his father Charles and Anatole Kaletsky. The company provides financial research for institutional investors, money management services and software services for investment professionals.
Louis has written six books, the latest being Clash of Empires: Currencies and Power in a Multipolar World. He is also 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. He also sits on the visiting board of Trinity College of Duke University.
Ivan Wong – Finimize Community Host and Moderator
Ivan is a recent MSc graduate in Data Science. His latest research involves a novel application of Reinforcement Learning in Optimal Trade Execution, demonstrating his passion for Artificial Intelligence, Market Microstructure and Trading. He believes that Artificial Intelligence will transform how everyone invests for the years to come. He also has a strong interest in the Cannabis sector. Prior to his MSc, he worked on the buy-side for three years, where he traded Equities and Credit.