China Investment Strategy / Emerging Markets Strategy
In Conversation with Arthur Budaghyan
To make a call on any asset class or market, one needs to connect the dots across the global macro space since everything is interlinked. EM/China Investment Strategy has four key themes for 2024. Is China in a deflationary trap? Is most of the bad news for Chinese stocks priced in? What are some of the investment opportunities in EM equities, fixed income and currencies?
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BCA Research is the leading independent provider of global investment research. Since 1949, BCA Research’s mission has been to support its clients in making better investment decisions through the delivery of leading-edge analysis and forecasts of all major asset classes and economies, as well as actionable macroeconomic research.
BCA provides its global investment research services to financial institutions, corporations and investment professionals across six continents. The firm maintains its head office in Montreal, with local offices in major financial centers around the world.
