Gavekal Capital: How a Stronger Dollar Impacts Sales Estimates

Friday, October 10, 2014

How a Stronger Dollar Impacts Sales Estimates

GaveKal Capital's Eric Bush looks at the strength of the dollar and its impact on sales estimates and revisions for global equities. If present trends continue, the team expects we could see further deterioration.

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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