Gavekal Capital

About the Author Gavekal Capital

Gavekal Capital identified the Knowledge Effect and created the first investment methodology to capture the excess returns of highly innovative companies. Gavekal Capital is creator and designer of the Gavekal Knowledge Leaders Strategy, indexes and investment products.

Do You Believe that China is “Fixed” as Copper Plunges to New Lows?

By Bryce Coward, CFA The last two days have been met with the usual monthly slue of Chinese economic statistics including retail sales (+10.4% …

Why Emerging Market Funds Are Ill Equipped to Capitalize on a Rebalancing China

by Bryce Coward, CFA We’ve hashed out the arguments for a persistently slowing China in this blog many times, so we won’t go …

Have Stock Market Internals Turned The Corner?

Several weeks ago, we noted that several signs had popped up that the worst of the rout in emerging market stocks may be behind …

Have The Volatilty ETFs Turned A Corner?

By Eric Bush Trying to play pure volatility as a retail investor is tough. Not only can you not invest directly in the widely …

Deja Vu All Over Again for the Stock Market Correction?

By Bryce Coward, CFA In remembering the late, great Yogi Berra, we can’t help but associate one of our all time favorite Berraisms with …

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