A Presentation with BCA Research

Emerging Markets Strategy | Commodity & Energy Strategy

You're invited to an exclusive lunch featuring BCA's Chief EM & China Strategist, Arthur Budaghyan and our Commodity and Energy Strategist, Roukaya Ibrahim

During our meeting, Arthur and Roukaya will discuss their global macro themes as well as other key topics relevant to your investment strategy. These include:

What does Bessenomics imply for an investment strategy?
Will the Trump administration be bullish or bearish for commodities?
What is the outlook for OPEC+ policy, global oil demand, and crude oil prices?
What is the cyclical outlook for global growth, the Chinese economy, and metal markets?
Why aren’t Chinese policymakers stimulating aggressively and what is the way out for China?
What are the opportunities in EM equities and fixed income?

Seats are limited so reserve your spot today!

Date: Monday, February 24, 2025
Time: 11:45am - 1:30pm
Location: Four Seasons Hotel Houston, 1300 Lamar St, Houston, TX 77010

Arthur Budaghyan

Chief Strategist, Emerging Markets Strategy China Investment Strategy

Arthur is the Chief EM/China Strategist and also oversees the Commodity Strategy service. He is a member of BCA’s Leadership Team.

He joined BCA in 1999 and has served in the Chief Strategist role since 2005, managing investment strategies that span four asset classes— equities, currencies, local currency bonds, and sovereign credit— for overall EM and across 20 developing countries.

Arthur is BCA’s longest-serving Chief Strategist, well known in the industry for his in-depth research, out-of-the-box thinking, and non-consensus investment calls. He also plays a major role in upholding our quality standards for investment research and products.

Arthur holds a Master in Economic Policy Management from McGill University, and an MBA from American University of Armenia.

Roukaya Ibrahim

Strategist, Commodity & Energy Strategy

Roukaya leads our Commodity & Energy Strategy service, where she incorporates BCA’s renowned top-down global macro framework with bottom-up fundamental analysis of major commodities to deliver thought-provoking research and actionable investment recommendations.

Roukaya previously led BCA’s Daily Insights team and served as a Strategist for our Geopolitical Strategy service. She joined BCA Research in 2015 as a researcher for our Commodity & Energy Strategy.

Before joining BCA Research, Roukaya worked as an economic analyst at the Central Bank of Egypt and held teaching and research roles at academic institutions in Canada and the UK. She is a frequent guest in global news media.

Roukaya holds an MA in Economics from McGill University.