Featured Insights
What Drives EM Assets?
According to our emerging markets team, China’s credit and fiscal spending impulse leads the earnings growth of companies included in the EM MSCI equity index by nine months, and it currently points to a continued deceleration and even a contraction…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | 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.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.