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A Presentation with BCA Research

Counterpoint

You're invited to an exclusive lunch featuring BCA's Chief Strategist - Counterpoint, Dhaval Joshi

Where is the groupthink wrong? (Autumn 2024):

  • The real risk is Japan (and the yen carry trade).
  • US recession or sticky inflation: Which should we fear more?
  • Generative AI, and its true impact on the economy and
    markets.
  • The prospects for Chinese stimulus and commodity demand.
  • Where are the biggest market mis-pricings?
  • How to predict market turning points using our proprietary
    analysis of price trend complexity.

Seats are limited so reserve your spot today!

  • Date: Tuesday, January 21, 2025
  • Time: 12:00pm - 2:00pm
  • Location: Vienna, Austria
 

Dhaval Joshi

Chief Counterpoint Strategist

Dhaval is the Chief Strategist for Counterpoint, our global macro service specializing in applied investment strategy. He excels in comple- menting economic and financial analysis with real-world applied investment disciplines such as psychology, behavioral finance, non-linear systems, complexity, and fractal analysis.
 

Dhaval previously served as BCA’s Chief Strategist, European Investment Strategy. Before joining BCA, Dhaval held positions as Chief Strategist at RAB Capital and Global Strategist at Société Générale, where he received the Extel award for best new pan-European analyst. Earlier in his career, he was an Investment Manager at JP Morgan Fleming, where he managed USD $1 billion of global mandates, specializing in applied behavioral finance.

Dhaval holds an MA from Cambridge University, England, and is an Affiliate of the Institute of Actuaries.