Strategy Report

Timing The Bottom In China’s Stock Market

16 Nov 2022

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

The conditions for a sustainable rally in Chinese stocks have not been met. In this report we discuss the four signposts which we will closely monitor to gauge when it will be warranted to upgrade our stance on Chinese equities both in absolute terms and relative to the global stock benchmark.

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.