Louis-Vincent Gave on Mag 7 Meltdown, Recession Risks, and the New Power Axis (Preview)
March 12, 2025 – What if the U.S. market’s golden era just ended—and China’s AI stole the crown? Louis-Vincent Gave of Gavekal Research analyzes a risk-off market environment in 2025, highlighting a significant shift from U.S. dominance. He notes the Mag 7 stocks’ underperformance, triggered by China’s DeepSeek AI milestone in January, signaling a broader tech recalibration. Gave sees China,...