Gavekal Capital: China Econ Surprises at the Lowest Level Since Lehman

Monday, March 31, 2014

China Econ Surprises at the Lowest Level Since Lehman

If you're like us and had been noticing that basically every Chinese economic data release this year has missed expectations then you won't be surprised (pardon the pun) to see the below chart.

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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