Anatole Kaletsky is founder and co-chairman of GaveKal Dragonomics, an economic consulting and asset management group based in Hong Kong and Beijing. He is also a columnist for Reuters and the International Herald Tribune and a member of the Governing Board of the Institute for New Economic Thinking. His recent book, Capitlism 4.0, on the post-crisis transformation of the global economy, was nominated for the 2011 Samuel Johnson Prize. Before founding Gavekal, he worked for 30 years as an economic journalist and commentator on the Financial Times, The Economist, and the London Times.
By this expert
Institute Governing Board member Anatole Kaletsky argues that the Trump Administration’s policies will boost inflation and spur interest-hikes as well as a stronger dollar more rapidly than many expect, but that the European Union’s economy is on the mend
Donald Trump’s presidency is a symptom of an interregnum between economic orders – a period that will result in a new balance between state and market. While his administration’s economic policies are unlikely to provide the right answer, they may at least show the world what not to do.
Why a British vote to leave the European Union would have consequences far larger than the UK’s proportional share of the global economy might suggest
Democratic capitalism is an evolving system that responds to crises by radically transforming both economic relations and political institutions. The time for a new phase has come, regardless of whether “responsible” politicians are prepared to admit it.
Featuring this expert
Debt Talks Episode 3 | How Bad Can It Still Get? Credit Risks, Debt Overhang, and the COVID-19 Recession
Click to Register | moderated by Moritz Schularick with Megan Greene, Anatole Koletsky and Yueran Ma
What is the current situation in credit markets? Will an overhang of debt on corporate balance sheets slow down the recovery from the COVID recession and be a drag on investment going forward? Does the COVID recession still have the potential to turn into a broader financial meltdown?
Some predict global economic catastrophe if Britain votes to leave the EU, others foresee a more limited set of consequences — and some see a telling trend in the public ignoring economists’ warnings
The Bank of England took the first step in putting the brakes on the surging property market as it scrapped the United Kingdom’s flagship initiative that encourages mortgage lending, introduced earlier this year by Treasury minster George Osborne.
George Soros, Axel Leijonhufvud and Perry Mehrling in Berlin, Germany (2012).