BCA Research in the news

Insider

Big-name investors are navigating the China Evergrande crisis right now by turning to these 8 experts from firms like Muddy Waters and BCA Research

October 14 2021

The China Evergrande crisis is far from over as default risk bleeds into other Chinese developers. Insider caught up with 8 China experts to hear what Evergrande's collapse could mean for investors.

Kitco News

What if China invades Taiwan? U.S. response and economic consequences

October 14 2021

Taiwanese independence is geopolitically unsustainable, and it’s not a matter of if China will take action towards unification, but when, according to a panel of experts on the Asia-Pacific region.

CNBC

China’s economy is now basically ‘standing on one leg’: Strategist

October 14 2021

Evergrande’s debt crisis poses long-term risks to China despite the current fallout being limited to only the high-yield bond market, says Jing Sima of BCA Research

Fox Business

Evergrande 'scrambling' to pull together cash it needs: Geopolitical strategist

September 29 2021

BCA Research geopolitical strategist Matt Gertken reacts to reports that Evergrande is set to sell its $1.5 billion stake in a Chinese bank.

Institutional Investor

Could Green Energy Fuel a Bull Market in Commodities — and in Oil and Gas?

September 28 2021

The reluctance of base-metal producers to ramp up production could mean higher prices on the road to a cleaner world.

Bloomberg

Mathieu Savary weighs in on the upcoming German election and what it means to their economy

September 24 2021

Mathieu Savary joins Bloomberg to weigh in on the upcoming German election and what it means to the economy.