Gavekal Capital: More Positive Data Out of the UK

Thursday, October 17, 2013

Today's better than expected Retail Sales data follows a number of other positive releases:

Will the improvements in employment, consumer confidence, house prices, and the Markit manufacturing survey be reflected in next week's GDP release?

Data for Q3 will be updated on Friday, October 25th:

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.
We offer the Gavekal Knowledge Leaders Strategy in multiple products for global investors. For more information about our product offerings please visit http://www.gavekalcapital.com.
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