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Strategy Report

Europe’s China Problem

by Mathieu Savary, Head of FICC  

European asset prices have rebounded sharply since September. Can this trend survive in the face of a weak Chinese economy where deflation prevails?

BCAリサーチ | European 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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