Macro Signals From Corporate Balance Sheets Around The World
Published on
A deep dive into the balance sheets of top listed firms around the world suggests that corporate health differs substantially across key equity markets. To profit from these differences when the next recession arrives, we recommend that equity investors favor the US and Japan, be neutral on Europe while being wary of China for a range of compelling reasons.
BCA Research | CoreMacro
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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