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Featured Insights

Xi Is Not Mao

Our China Investment Strategy has highlighted that the BCA Activity Indicator has now fully registered the negative impact of trade tariffs as well as the broader slowdown. President Xi Jinping is not truly a modern-day Chairman Mao Zedong. While he…

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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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