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

Caroline Miller

Chief Strategist

Caroline is currently BCA’s Chief Strategist, Global Strategy. Since joining BCA in 2012, Caroline has had a cross functional role to both contribute to and shape the global research view while communicating this message to BCA clients at an executive level.

Prior to joining BCA, she spent twenty years as an institutional global fixed income asset manager. She was an Executive Director and Portfolio Manager within UBS Global Asset Management’s multi-asset team. Prior to that, she managed global fixed income portfolios at La Caisse de Dépôt et Placement du Québec and at J.P. Morgan Investment Management in London. Caroline started her career as a global fixed income and currency analyst at Grantham, Mayo, Van Otterloo & Co. in Boston. Caroline holds an MBA in Finance from INSEAD, a BA in History from Harvard University, and is a CFA charterholder.