Special Report
The Myth Of Chinese Overcapacity
China's current capacity utilization does not look extreme both from a historical perspective and within the global context. The markets misperception about China's overcapacity issue has heavily punished Chinese equities, which is unjustified and unsustainable. Strategically it makes sense to overweight Chinese stocks and material/energy sectors against their global peers.
BCAリサーチ | 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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