Asia
Executive Summary China: GeoRisk Indicator
China: GeoRisk Indicator…
In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.
Contradictory Signals From EM Asia Stocks And FX…
Executive Summary Long-Term Contracts Needed To Increase LNG Supply
EU Will Reverse Course On Fossil Fuels…
China: A Muted Post-Lockdown Recovery Ahead…
Is The Chinese Equity Rally Sustainable…
Executive Summary Russia Squeezes EU Natural Gas
Russia Squeezes EU Natural Gas…
Chinese Consumers Less Exposed To Accelerating Food Prices Than EM Counterparts…
Executive Summary At our monthly view meeting on Monday, BCA strategists voted to change the House View to a neutral asset allocation stance on equities, with a slight plurality favoring an outright underweight. The view of the Global…
Does Firming Taiwanese Export Orders Signal Improving Growth Momentum…