https://research.gavekal.com
Gavekal Research - Independent Macro Research
Gavekal Research is our flagship service, offering daily commentary on global economies and markets. Founded in 1999 by Charles Gave, Louis-Vincent Gave and Anatole Kaletsky, it aims to uncover the dynamics of the global economy and markets, and identify where economic reality and market perception diverge. Subscribers receive The Daily, a 700-word note on the single most important topic of the day, and several longer Ideas pieces each week. In addition, the Strategy Monthly summarizes our key views on the world investment environment.