Chief Strategist

Arthur Budaghyan

Arthur is currently BCA Research’s Chief Strategist, Emerging Markets Strategy. Since joining BCA Researcj in 1999, he has been responsible for EM trading strategies and became the Chief Strategist of the Emerging Markets Strategy in 2005. Prior to BCA Research, Arthur worked for a regulatory government agency in Armenia supervising financial markets. Arthur has an MBA from America University of Armenia, a Masters in Economic Policy Management from McGill University, and is a CFA charter holder.

Emerging Markets Strategy

BCA’s Emerging Markets Strategy helps investors understand the EM landscape by merging global research with country specific insights, benefiting both global asset allocators, and dedicated EM portfolios.

Challenge your investment conviction with insights from Emerging Markets Strategy

Emerging Market Strategy

ARTHUR BUDAGHYAN IN THE NEWS

Politico September 03 2019

New tariffs hit

BCA Research's Arthur Budaghyan in the FT: “While China's excessive debt isn't news, investors must wake up to the reality of 'helicopter money' — enormous ...

Financial Times August 30 2019

China’s ‘helicopter money’ is blowing up a bubble

The escalation of the trade conflict between the US and China has raised the likelihood of greater stimulus by Beijing to prop up the economy. While China’s excessive debt isn’t news, investors must wake up to the reality of “helicopter money” — enormous money creation by Chinese banks “out of thin air”.

The Wall Street Journal April 23 2019

Midwest Construction Activity Hammered by Flooding

China's structural advantages have dissipated.

The Wall Street Journal April 05 2019

Stock Investors Are Betting on the Housing Market Rebound

We have yet to see improvements in China's hard data reports.

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