Gavekal Capital: Germany Industrial Production Stronger Than Anticipated in August

Wednesday, October 9, 2013

Germany Industrial Production Stronger Than Anticipated in August

Following a disappointing Industrial New Orders report yesterday, Germany's Industrial Production posted a better than expected gain for the month of August. Will the relationship with PMI Manufacturing hold?

About Gavekal Capital

Gavekal Capital is a US registered investment advisory firm that manages the Gavekal Knowledge Leaders Strategy. Knowledge Leaders are a group of the world’s leading innovators with deep reservoirs of intangible capital. These companies often possess competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Gavekal Capital seeks to identify the world’s leading knowledge companies through a proprietary process that analyzes corporate knowledge investments.
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