Strategy Report
China Outlook: A Mid-Year Revisit
The choppy bottoming process in the Chinese economy will likely continue in the coming quarters. Second quarter GDP numbers to be released later this week will likely indicate that the economic downtrend has halted. Our model is currently predicting a pickup in Chinese growth for the first time since 2013.
BCA Research | China Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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