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Louis-Vincent Gave

Gavekal; emerging Asia, monetary plumbing, 4-quadrant framework

Co-founder of Gavekal Research, a Hong Kong-based macro firm known for capital flow analysis and contrarian views on Asian markets.

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Rank #11·Gavekal; emerging Asia, monetary plumbing, 4-quadrant framework
Appears alongside

Top neighbors of Louis-Vincent Gave

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Adam Posen
PIIE; central-bank independence, Japan parallels
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Adam Tooze
Crashed; geo-financial historian, polycrisis
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Albert Edwards
SocGen; "Ice Age" thesis, secular bond bull / equity de-rating
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Anatole Kaletsky
Gavekal; "capitalism 4.0," regime-shift macro
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Andy Constan
Damped Spring; flow-of-funds macro, real-rate framework
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Andy Xie
independent China macro; bubble-cycle bear
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Barry Eichengreen
Golden Fetters; international monetary history
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Barry Knapp
Ironsides; fiscal-monetary regime model
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Last updated
10 May 2026
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