Macro and Market Review
China: No Bazooka Stimulus, No Recovery
The Chinese economy will not recover without significant “irrigation-style” stimulus. The latter is still unlikely for the time being. Dim economic fundamentals justify lower valuations of Chinese equities. Lingering deflationary pressures entail even lower interest rates, which is bearish for the RMB.
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.
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