BCA Research in the news

City A.M.

Asian stocks fall as coronavirus fears return

April 01 2020

Analysts at investment adviser BCA Research said it was downgrading its call on Chinese stocks from “overweight” to “neutral”. Jing Sima, china strategist at BCA Research, said equities had not fallen enough in China to re-enter the market in uncertain times. “Chinese stocks need to either offer a better price entry point, or a more upside potential in earnings outlook relative to their global peers.”

The Bond Buyer

Analysts see the Fed keeping rates at zero for years

March 30 2020

“The Fed is going to keep rates at zero for a while, certainly until at least to the end of 2020 and perhaps all the way to the end of next year,” said Rob Robis, Chief Global Fixed Income Strategist at BCA Research.

Barron's

Emerging Markets Have Been Battered. The Worst May Be Yet to Come.

March 27 2020

The iShares MSCI Emerging Markets Index exchange-traded fund (ticker: EEM) is down 26% this year, but in a note to clients, Arthur Budaghyan, chief emerging markets strategist at BCA Research, still recommends investors take caution. “It might be too late to sell emerging market stocks, but also too risky to buy them aggressively” he writes.

Bloomberg

Value Stocks Post Best Run This Century After Fire Sale Ends

March 25 2020

“While it is still too soon to call the ultimate trough in equities more broadly, it is encouraging that the indiscriminate fire sale, panic-driven selling appears to be abating,” BCA Research strategists Mathieu Savary and Aneel Samra wrote in a note.

The Bond Buyer

Dramatic muni rally reverses recent coronavirus-driven selloff

March 25 2020

Ryan Swift, US Bond Strategist at BCA Research echoed some of those sentiments. The Fed measures to mitigate the negative impacts of a credit shock to the market has been evident.

Financial Review

Five reasons the US dollar is booming amid chaos

March 23 2020

A close observer of the US dollar's role in global capital markets is BCA Research strategist Mathieu Savary, who is watching the ability of onshore and offshore US dollar markets to fulfil the needs of those wanting greenbacks.