EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

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Equity Idea Calls
The State of US-China and Global Rebalancing

07 May 25 14:00 BST / 09:00 ET

PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Ming Wu   Ming Wu Head of Base Metals Experienced Senior Researcher with a demonstrated history of working in the capital markets industry. Strong research professional skilled in Market Research, Project Management, Financial Modeling, Corporate Finance, and Business Development.
Replay
IRF Lunch - China Stimulus and Strategic Reflation Opportunities for Q4 and Beyond

24 Oct 24 12:30 BST

PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Replay
IRF lunch - China Stimulus to Shift from Talk to Funding

11 Oct 23 12:30 BST

PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Replay
China Macro 2023 - Post-Party Conference, Post-ZCP, Now What?

09 Feb 23 15:00 GMT / 10:00 EST

PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Replay
Mind The Gap: Bridging China’s Short Term Growth Shocks and Long Term Macro Strategy

06 Sep 22 15:00 BST

PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Replay
EM Macro Conference

16 Mar 22 14:00 UTC

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan Founder & Global Economist Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Forefront Advisers
Gergely Polner   Gergely Polner
PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
TS Lombard
Shumita Sharma Deveshwar   Shumita Sharma Deveshwar
Alberdi Partners
Marcos Buscaglia   Marcos Buscaglia Founder Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Alef Advisory
Hani Sabra   Hani Sabra
Krutham (formerly known as Intellidex)
Peter Attard Montalto   Peter Attard Montalto Managing Director Peter joined in 2018 to run the Political Economy, Capital Markets and Energy Transition practices, after 12 years on the sell side and is a wellknown analyst and trusted advisor who splits his time between South Africa and London. He is aided by a team of 35 analysts in Johannesburg and Cape Town.
Cribstone Strategic Macro
Mike Harris   Mike Harris Founder Mike has over a quarter century of experience as a: multi-industry stock analyst, macro strategist, research manager, adjunct Professor of Finance & Economics, and IPO advisor. He was one of the highest ranked sell-side research specialists in the history of the prestigious Institutional Investor Survey, with 22 number one rankings.
Replay
China Factors in Base Metals

18 Aug 21 15:00 UTC

PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Replay
Insight into China’s Political Economy

26 Apr 21 15:00 UTC

PRC Macro
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Replay
Investing During a Pandemic & China Coming Out of the Pandemic

04 Nov 20 15:00 UTC

Inferential Focus
Charles Hess   Charles Hess President Charles developed the technique of inference reading while earning his B.A. in Political Science at the University of Rochester. By reading outside his field of study, he found he was able to create connections and piece together a more realistic perspective of world economic, political and social events. Recognising the implications of inference reading for business, Mr. Hess helped develop its steady growth and development. In 1980, as a leader in the field, he helped found Inferential Focus.
Eric Zavolinsky   Eric Zavolinsky Managing Director Eric is an MD at Inferential Focus. Eric leads the content team and Inferential Focus’ digital initiatives. He is also a writer and member of the intelligence, client service and investment teams. He holds a B.A. in Journalism from Washington and Lee University. Prior to joining Inferential Focus in 2002, Mr. Zavolinsky worked in the entertainment and technology industries at CDNOW, an online music retailer, and at Island Def Jam Records. Mr. Zavolinsky began his career as a freelance television producer, including a job as the highlight producer at the 1998 U.S. Open for USA Network.
Replay
China’s New Scheme for Self-Sufficiency

29 Jul 20 14:00 UTC

PRC Macro
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Replay
Understanding the sequencing of China's Policy Response to Covid-19

06 Apr 20 14:00 UTC

PRC Macro
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Replay