Louis-Vincent Gave

Louis-Vincent Gave co-founded Gavekal Research with his father Charles Gave and Anatole Kaletsky. He oversees Gavekal's Asian operations and is the primary author of Gavekal's China and Asian macro research. His research covers Chinese monetary policy, renminbi dynamics, Asian equity markets, and geopolitical investment implications. Gavekal serves hundreds of institutional clients globally. Gave is known for his willingness to make bold, early calls on China's economic development, Hong Kong's role in the global financial system, and the implications of China's rise for global asset allocation. His framework for understanding the renminbi's gradual internationalization and its implications for the dollar's reserve currency status has been influential among global macro investors tracking the structural evolution of the international monetary system. He has also written extensively on the energy transition from an Asian perspective, examining how China's dominance in clean technology manufacturing reshapes global commodity and capital flows.