Strategy Report

Reflections On The 20th Party Congress

26 Oct 2022

by Jing Sima, Chief Strategist Arthur Budaghyan, Chief EM/China Strategist

The 20<sup>th</sup> Communist Party Congress concluded on Sunday with President Xi Jinping cementing his third term in office. We are maintaining our cautious stance on Chinese stocks and the exchange rate. The lack of a significant shift away from current macro and regulatory policies means that China’s economic recovery and stock performance remain at risk.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.