Louis-Vincent Gave, Gavekal – Investment Themes for 2023
Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager.
In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot & reopening of China. He shares his outlook for how it may affect global supply chains, commodity markets, and financial markets.
He covers the case for the emerging markets, why he isn’t bullish on the US, and why it may be time to rethink your portfolio construction as we head into a new year.
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