Special Report

2023 Key Views: China’s Reopening, Impossible Trinity, And Beyond

14 Dec 2022

How to play the reopening? Which sectors will benefit the most? What will be the impact of the reopening on the rest of the world? Why is the PBoC facing the Impossible Trinity? Why has the PBoC tightened liquidity, prompting a rise in onshore interest rates? What are the implications for interest rates and the currency going forward? Is it time to upgrade Chinese onshore and offshore stocks?

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BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.