Strategy Report

Bridging The Fiscal Gap

01 Nov 2023

by Jing Sima, Chief Strategist Arthur Budaghyan, Chief EM/China Strategist

We maintain our view that China’s economic growth in the coming months will remain lackluster. Beijing's recent measures to provide additional financing may help to bridge the gap in government spending in the rest of 2023 and into 2024, but the impact on growth will be very limited.

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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.