Louis Gave: China Won The Trade War? Sell NASDAQ, Buy Asia & Latin America

Wealthion - Be Financially Resilient · Feb 19, 2026 · 59m

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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…