Country Focus
Rising Russian Risks
Our long Russian equities / short EM tactical recommendation is up 6.28% since initiation on February 5. However, risks to this trade are now rising. On Monday, President Putin signed a law allowing him to run for two more six-year terms, raising the…
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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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