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China: Short-Term Gain For Long-Term Pain? Part 1
Long-term investors should steer clear of any growth-sensitive assets. It is a seductive argument. But our Global Investment Strategy service argues that it is wrong. Chinese re-leveraging is: 1) inevitable; 2) desirable; and 3) sustainable. 1. Chinese…
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BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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