China, Land of Breakthroughs? A Conversation With Gavekal’s Louis-Vincent Gave

Join Brendan Ahern, CIO of KraneShares, and Louis-Vincent Gave, Founding Partner & CEO of Gavekal Research, for a timely discussion on how breakthroughs across China’s innovation economy are reshaping global portfolios. From DeepSeek’s advances in AI and Cambricon’s surge in semiconductors to BeOne Medicines’ revolutionary cancer treatment, China’s breakthroughs are capturing investor attention and driving a reevaluation of capital allocation worldwide. Combined with policy support and renewed market momentum, these developments are positioning China at the center of global growth themes in AI, biotech, clean energy, and robotics. Louis, one of the world’s leading macro strategists, brings unmatched perspective on how these innovations intersect with policy, valuations, and global capital flows—making this a conversation investors won’t want to miss. Investors can submit questions by emailing [email protected]