Jing Sima
Chief StrategistChina
Jing Sima helps investors navigate China's economic policy landscape and identify investment opportunities amid structural shifts in the world's second-largest economy.
Her… Read More
Jing Sima helps investors navigate China's economic policy landscape and identify investment opportunities amid structural shifts in the world's second-largest economy.
Her work focuses on translating complex policy developments and business cycles into clear portfolio implications for clients managing China exposure. As BCA's Chief China Strategist, Jing advises clients on how to position portfolios around major policy shifts, regulatory changes, and turning points in China's business cycles. She develops scenario-based frameworks that assess risks and opportunities across sectors and asset classes.
Before joining BCA, Jing was a Consultant at CS Global Strategies, where she helped institutional clients navigate China's evolving economic and industry policy landscape. Previously, she was a Senior Economist at The Conference Board, where she led emerging markets research and built analytical frameworks for identifying cyclical turning points in China's economy.
Jing holds an MBA in Finance and Investment from Baruch College, City University of New York, and a BA in Economics from the Capital University of Economics and Business in Beijing. Read Less
Her work focuses on translating complex policy developments and business cycles into clear portfolio implications for clients managing China exposure. As BCA's Chief China Strategist, Jing advises clients on how to position portfolios around major policy shifts, regulatory changes, and turning points in China's business cycles. She develops scenario-based frameworks that assess risks and opportunities across sectors and asset classes.
Before joining BCA, Jing was a Consultant at CS Global Strategies, where she helped institutional clients navigate China's evolving economic and industry policy landscape. Previously, she was a Senior Economist at The Conference Board, where she led emerging markets research and built analytical frameworks for identifying cyclical turning points in China's economy.
Jing holds an MBA in Finance and Investment from Baruch College, City University of New York, and a BA in Economics from the Capital University of Economics and Business in Beijing. Read Less
请于2026年7月10日星期五上午10:00 (北京/香港时间)加入中文网络直播，本次活动将由BCA Research首席中国投资策略师司马菁与地缘政治策略师马语书共同主持。
在本次网络直播中，司马菁与马语书将围绕投资者最关心的核心问题展开讨论：
10 Jul 2026
在本次直播中，BCA Research 首席中国投资策略师司马菁解读了我们对2026年中国宏观经济与资本市场的核心判断，重点覆盖投资者最为关注的议题：
宏观与政策前瞻：在中国经济进入“新常态”后，2026年政策将如何发力？
房地产与通缩压力：当前怎么看，接下来怎么办？
经济模式再平衡：在风险与机遇并存的结构性转型中，如何理解、布局并有效规避风险？
人民币，股市与债券：在全球风险偏好与货币周期切换之际，如何优化中国资产配置？
12 Dec 2025
当前，中国正站在内需疲弱与地缘博弈加剧的十字路口。在复杂多变的宏观环境中，投资者该如何把握方向，规避风险，寻找突破口？
17 Jul 2025
We are pleased to share the replay of Emerging Markets and China Strategy Webcast "US Tariffs, China’s Budget, and Investment Implications", hosted by Chief EM & China Strategist Arthur Budaghyan and China Strategist Jing Sima.
13 Mar 2025
开年以来，中国经济与股市走势日益分化，高科技行业和科技股持续领跑，而整体经济仍深陷通缩压力。同时，特朗普政府已两度上调对华关税，加剧了外部不确定性。在此背景下，2025 年中国经济将如何演变？两会上推出的刺激政策能否有效对冲经济下行风险？投资者又该如何适应不断变化的市场环境？
12 Mar 2025
在本次网络直播中，Jing将讨论以下内容：
如何从投资者的角度来解读三中全会的政策信号？
中国领导层的长远目标是什么，这将如何塑造中国的未来？
为什么中国领导层避免实施大规模刺激措施？
投资者应对中国股市，人民币汇率，以及利率有何预期？
30 Jul 2024