Gavekal Capital: Might Want to Hold Off on Those European Share Purchases a Bit Longer...

Monday, October 13, 2014

Might Want to Hold Off on Those European Share Purchases a Bit Longer...

Having read a number of reports in the last several days that advocate for buying European stocks based on their attractiveness relative to those in North America, we thought we'd take a quick look at the region (on a country basis) in our point-and-figure charts. (Spoiler alert: we don't see too many constructive formations here.)

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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