Country Focus
Trump And China
Will the prospect of expanding trade tensions lead to more Chinese stimulus, and create an opportunity for Chinese equities? Not necessarily, as the election results were already factored in our EM and China strategists’ views. The Trump victory…
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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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