China Investment Strategy / Emerging Markets Strategy

In Conversation with Arthur Budaghyan

To make a call on any asset class or market, one needs to connect the dots across the global macro space since everything is interlinked. EM/China Investment Strategy has four key themes for 2024. Is China in a deflationary trap? Is most of the bad news for Chinese stocks priced in? What are some of the investment opportunities in EM equities, fixed income and currencies?

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As part of our new BCA Access service, you will now have the opportunity to talk to Arthur Budaghyan directly to discuss global macro topics and delve into intricacies of China and EM on a customized call or a series of calls.

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