Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly...

49

Transcript of Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly...

Page 1: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 2: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 3: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 4: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 5: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 6: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 7: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 8: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 9: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 10: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 11: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 12: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 13: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 14: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 15: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 16: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 17: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 18: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 19: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 20: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 21: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 22: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 23: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 24: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 25: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 26: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 27: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 28: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 29: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 30: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 31: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 32: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 33: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 34: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 35: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 36: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 37: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 38: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 39: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 40: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 41: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 42: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 43: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 44: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 45: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 46: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 47: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 48: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South
Page 49: Gavekal Capital Quarterly Investor Call (Presentation …gavekal.com/InvestorCalls/Gavekal Quarterly Investor Call...Philippines Poland Portugal Russia Singapore South Africa South

Quarterly No. 62 FOMRHI Quarterly

Quarterly No. 62 FOMRHI Quarterly

Quarterly Newsletter from Gray Matters Consulting … 2 Issue 2 Gray Matters Quarterly... · Quarterly Newsletter from Gray Matters ... Quarterly Newsletter from Gray Matters Consulting

Quarterly Newsletter from Gray Matters Consulting … 2 Issue 2 Gray Matters Quarterly... · Quarterly Newsletter from Gray Matters ... Quarterly Newsletter from Gray Matters Consulting

PROVOST’S QUARTERLY REPORT - …provost.virginia.edu/sites/...Quarterly-Report_Q3_FY2017_Final_508.pdf · PROVOST’S QUARTERLY REPORT Architecture receives major ... Foundation

PROVOST’S QUARTERLY REPORT - …provost.virginia.edu/sites/...Quarterly-Report_Q3_FY2017_Final_508.pdf · PROVOST’S QUARTERLY REPORT Architecture receives major ... Foundation

Housing & Construction Review - Gavekalgavekal.com/InvestorCalls/GavekalHousingConstructionReview.pdf · Housing & Construction Review . ... • Is the latest downturn in China’s

Housing & Construction Review - Gavekalgavekal.com/InvestorCalls/GavekalHousingConstructionReview.pdf · Housing & Construction Review . ... • Is the latest downturn in China’s

The Gavekal Knowledge Leader Indexes - Capturing the Excess Returns of Highly Innovative Companies - Approved

The Gavekal Knowledge Leader Indexes - Capturing the Excess Returns of Highly Innovative Companies - Approved

What Price On A Trump Victory? Gavekal Monthly... · Clinton’s poll edge shrinking and Electoral College advantage eroding. • There is little doubt that a Trump victory would

What Price On A Trump Victory? Gavekal Monthly... · Clinton’s poll edge shrinking and Electoral College advantage eroding. • There is little doubt that a Trump victory would

Quarterly Review Report – 3rd Quarter ‘09web.mta.info/capital/esa_docs/ESA Quarterly Report 2009... · 2014. 1. 30. · Quarterly Review Report – 3rd Quarter ‘09 Quarterly

Quarterly Review Report – 3rd Quarter ‘09web.mta.info/capital/esa_docs/ESA Quarterly Report 2009... · 2014. 1. 30. · Quarterly Review Report – 3rd Quarter ‘09 Quarterly

Interim MD&A – Quarterly Highlights (the “Quarterly ...

Interim MD&A – Quarterly Highlights (the “Quarterly ...

A GAVEKAL SOFTWARE TOOL - Gavekal | Gavekal

A GAVEKAL SOFTWARE TOOL - Gavekal | Gavekal

The Gavekal Monthly A Possible Return Of US Inflation November 2015.

The Gavekal Monthly A Possible Return Of US Inflation November 2015.

Enter Ursus Magnus? - research.gavekal.com Gavekal Monthly... · Green shaded areas in the chart show periods when central bankers kept real short rates in negative territory. Ursus

Enter Ursus Magnus? - research.gavekal.com Gavekal Monthly... · Green shaded areas in the chart show periods when central bankers kept real short rates in negative territory. Ursus

GaveKal Platform Company Fund

GaveKal Platform Company Fund

Quarterly Financial Review Quarterly Financial Review

Quarterly Financial Review Quarterly Financial Review

GaveKal Research A Quick Review of the Cyclical Indicators A Look at MV=PQ.

GaveKal Research A Quick Review of the Cyclical Indicators A Look at MV=PQ.

GavekalDragonomics - Gavekal | Gavekal - Group Sitegavekal.com/InvestorCalls/GavekalQuarterlyInvestorCall...This report has been prepared by Gavekal mainly for distribution to market

GavekalDragonomics - Gavekal | Gavekal - Group Sitegavekal.com/InvestorCalls/GavekalQuarterlyInvestorCall...This report has been prepared by Gavekal mainly for distribution to market

Quarterly No. 95, April 1999 FoMRHI Quarterly

Quarterly No. 95, April 1999 FoMRHI Quarterly

Spring Conference 2018 - CREFC Europe · Before founding Gavekal, Anatole worked for 30 years as an economic journalist and columnist on The Economist, Financial Times, London Times,

Spring Conference 2018 - CREFC Europe · Before founding Gavekal, Anatole worked for 30 years as an economic journalist and columnist on The Economist, Financial Times, London Times,

September 24, 2015 Quarterly Debrief. Quarterly Meeting Minutes.

September 24, 2015 Quarterly Debrief. Quarterly Meeting Minutes.

GaveKal Platform Company Fund - SpringCM

GaveKal Platform Company Fund - SpringCM

1 REFEREES QUARTERLY • WINTER 2016 REFEREES QUARTERLY

1 REFEREES QUARTERLY • WINTER 2016 REFEREES QUARTERLY