Gavekal Capital: World Inflation Fell In January To Lowest Level Since 2009

Thursday, February 27, 2014

World Inflation Fell In January To Lowest Level Since 2009

One of the ways we look at inflation around the world is by taking a simple average of 33 different countries year-over-year percentage change in CPI. By this measure, in January, year-over-year change in World CPI fell to it's lowest level since November 2009. According to the Citi Inflation Surprise Index, the majority of the developed and emerging world are experiencing negative inflation surprises. The exceptions appear to be Japan and Australia.

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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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