Webcast Replay

EM/China: Are Conditions for a Bottom in Place?

Shape your conviction on EM equities with BCA Research's latest webcast

Access the webcast replay

Summary

BCA Research has been composing original insights that lead to market action and shape the conviction of its clients for over 70 years.

Chief Emerging Markets Strategist, Arthur Budaghyan, discusses if the time is right to buy EM equities and also the following points in his latest webcast:

What are the required conditions for EM and China-plays to bottom?
The outlook for the RMB and its implications for the rest of the world
Global growth, the U.S. dollar and commodities prices

China Investment Strategy

Arthur Budaghyan

Chief Strategist

Arthur Budaghyan is BCA Research’s Chief Strategist, China Investment Strategy and Emerging Markets Strategy. Since joining BCA 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, Arthur worked for a regulatory government agency in Armenia supervising financial markets. Arthur has an MBA from American University of Armenia, a Masters in Economic Policy Management from McGill University, and is a CFA charterholder.