Yushu Ma
StrategistGeopolitics
Yushu helps investors navigate the intersection of global politics and financial markets, translating complex policy developments and international power dynamics into clear… Read More
Yushu helps investors navigate the intersection of global politics and financial markets, translating complex policy developments and international power dynamics into clear, actionable investment implications. His work focuses on political economy and geopolitical risk — identifying where policy shifts and diplomatic tensions create opportunities or dangers for portfolios.
As a Strategist within the GeoMacro Platform, Yushu covers global policy developments across both US politics and broader geopolitical dynamics, translating them into investment-relevant insights.
Before joining BCA in 2018, Yushu was a research fellow at the Munk School of Global Affairs at the University of Toronto, where he studied the relationship between democracy and globalization. He holds a Master of Global Affairs from the University of Toronto and a Bachelor of International Economics from the University of British Columbia.
Yushu is a recognized voice in the investment community and has spoken on behalf of BCA at major investment events around the world. Read Less
As a Strategist within the GeoMacro Platform, Yushu covers global policy developments across both US politics and broader geopolitical dynamics, translating them into investment-relevant insights.
Before joining BCA in 2018, Yushu was a research fellow at the Munk School of Global Affairs at the University of Toronto, where he studied the relationship between democracy and globalization. He holds a Master of Global Affairs from the University of Toronto and a Bachelor of International Economics from the University of British Columbia.
Yushu is a recognized voice in the investment community and has spoken on behalf of BCA at major investment events around the world. Read Less
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Will Democrats win the Senate or not? Yes. What happens if they fall short? Nothing! How will markets react to different midterm scenarios? A Democratic victory raises odds of a Blue sweep in 2028, and tax hikes in 2029! Will the US escalate the war...14 Oct 2026, 10:30 EDT, 15:30 BST -
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请于2026年7月10日星期五上午10:00 (北京/香港时间)加入中文网络直播，本次活动将由BCA Research首席中国投资策略师司马菁与地缘政治策略师马语书共同主持。 在本次网络直播中，司马菁与马语书将围绕投资者最关心的核心问题展开讨论：10 Jul 2026 -
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Midterm elections occur every four years and thus constitute a normal risk, not significant uncertainty.13 May 2026 -
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在此次直播中，司马菁和马语书深入解读了2026年两会对中国宏观经济与资本市场的影响，并讨论投资者最为关注的议题： 宏观与政策前瞻：平淡务实的2026年政府工作报告传达了什么信息？今年的中国经济增长靠什么？是否能期待刺激政策加码？ 伊朗危机：局势将如何进一步演变？如果特朗普让步，中东危机是否有缓和的可能？ 中国通缩与中东局势震荡：这一组合将如何影响全球地缘政治格局？ 输入通胀压力对央行政策的影响：供应端价格上涨是否能扭转中国国内通缩？央行将如何应对输入性通胀？...19 Mar 2026
