Gavekal Capital Blog

Global Manufacturing Not Too Hot, Not Too Cold. August 14, 2015. By Eric Bush, CFA. Industrial production in the US in July surprised to the upside in the release today. IP rose 0.6 MoM June was revised slightly lower, however and is 1.3 higher YoY. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. We are . Our Take on the Chinese Currency Move More About Rebalancing than Devaluation. As we note.

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Gavekal Capital Gavekal Capital - Investing in Knowledge Leaders

Capture the Knowledge Effect in your portfolio. During the one-on-one due diligence p.

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On the web since 1995 -. News now on My blog. Utan tvivel är man inte klok. A stock market bubble exists when the value of stocks has more impact on the economy than the economy has on the value of stocks.

Off-Piste Investing For value investors interested in Asian markets

For value investors interested in Asian markets. The presentation can be viewed online here. For more about the trust, please see my original write up here.

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Gavekal Capital Blog

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Global Manufacturing Not Too Hot, Not Too Cold. August 14, 2015. By Eric Bush, CFA. Industrial production in the US in July surprised to the upside in the release today. IP rose 0.6 MoM June was revised slightly lower, however and is 1.3 higher YoY. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. We are . Our Take on the Chinese Currency Move More About Rebalancing than Devaluation. As we note.

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This web page states the following, "Global Manufacturing Not Too Hot, Not Too Cold." Our analyzers saw that the web page also stated " By Eric Bush, CFA." The Website also said " Industrial production in the US in July surprised to the upside in the release today. 6 MoM June was revised slightly lower, however and is 1. Overall, as the data below indicates, global manufacturing is at a relative mid-point compared to the past 10-years according to the Markit PMI surveys. Our Take on the Chinese Currency Move More About Rebalancing than Devaluation."

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