Gavekal Capital: French Business Climate: Un Petit Problème

Wednesday, June 25, 2014

French business sentiment followed in the footsteps of the disappointing German Ifo survey from yesterday (see here):

Are this indicator's relationships with employment, industrial production, and GDP cause for concern?

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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