Gavekal Capital: Copper at an Important Juncture

Monday, March 10, 2014

Copper at an Important Juncture

We've been commenting on the price weakness of copper recently so we'd like to point out that after the selloff over the last two days copper is now within a few pennies of breaking the low it made last June. A breaking of the June low would be an important signal that global growth may be slowing.

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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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