Today's Pick
India: Relative De-Rating Ahead
According to BCA Research’s Emerging Markets Strategy service, downshifting profit growth expectations and rising interest rates herald a meaningful derating of Indian equities in both absolute terms and relative to their EM peers. In terms of…
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BCAリサーチ | 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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