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China: Should we doubt the 'economic stabilisation'?

The revival in the economy is led by investment and growth in real estate, but the problems are far from over, notes Akash Prakash The most important factor behind the recent stabilisation of the......

Can China shake fundamentals of the global markets?

The world economy's growth engine is slowing, but not collapsing, says Akash Prakash. Global markets continue to be wobbly. The unexpected weakening of the renminbi in August, combined with the......

How bad is the current economic slowdown?

The world economy's growth engine is slowing, but not collapsing, notes Akash Prakash. Global markets continue to be wobbly. The unexpected weakening of the renminbi in August, combined with the......

Is deflation the real threat?

If the global economy is slipping towards deflation, then recovery in the West may not be assured, notes Akash Prakash The biggest surprise in the global economy over the past five years has been......

Why market rally will last longer

The strong rally in global equity markets continues to confuse and surprise most market participants. Most hedge funds seem to have been caught underinvested, and the long-only folks by and large......

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Gavekal Capital

News for Gavekal Capital

China: Should we doubt the 'economic stabilisation'?

Can China shake fundamentals of the global markets?

How bad is the current economic slowdown?

Is deflation the real threat?

Why market rally will last longer

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