Gavekal was founded in 1998 with a particular focus on Asia, which was seen as under-covered at the time, but the firm now covers all markets globally.

factualpending

Speaker

Wilfred Frost

Evidence Quote

when they were founded in 1998, they had a particular tilt to try and focus on Asia, which they felt at the time was under covered but cover all markets globally now.

Source

The Bull Case for China: The Best Opportunity Right Now? | Louis GaveThe Master Investor Podcast with Wilfred Frost
Created: 8/12/2026, 6:22:54 PM

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