Louis Gave: China Still Leapfrogging The West | Sell NASDAQ, Buy Asia & Latin America

GaveKal’s Louis-Vincent Gave argues the global market regime is already shifting, and most investors are positioned for the wrong world. His core thesis: economic power comes from energy, and China spent decades building the cheapest electricity base in the world while the West focused on asset prices instead of infrastructure. 

Gave explains why Beijing believes it already “won” the trade war structurally, why the recent yuan move signals a policy turning point, and why capital flows may now favor Asia and emerging markets over U.S. growth trades.  

If this macro shift continues, he says the biggest winners and losers of the next decade may look very different from the last.

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