RiskReversal Pod Exploring China's Digital Belt & Road with Louis-Vincent Gave
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Sep 24, 2025 
Louis-Vincent Gave, founder and CEO of Gavekal and a macro strategist specializing in China and Asian markets, joins Dan Nathan and Peter Boockvar to delve into China's tech competition and trade dynamics. He explains how U.S. semiconductor restrictions spurred China's self-reliance. The conversation covers Taiwan's geopolitical significance, potential economic arrangements, and the evolving China-India-Russia alliance. Gave also discusses the challenges for American companies in China and the shifting landscape of global tech competition.
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From French Officer To China Specialist
- Louis described his move from France to Hong Kong and founding Gavekal after military service.
- He used China immersion to build a career specializing in Asian markets and research.
2018 Was The Turning Point
- The 2018 US tech restrictions forced China to mobilize capital and talent into domestic high-tech industries.
- That seven-year push rapidly advanced China's industrial and semiconductor capabilities.
Human Capital Shift Fueled Rapid Upgrades
- China now produces more STEM graduates and has reallocated top talent to strategic industries.
- That human-capital surge helped China leapfrog the West in many manufacturing sectors.