China's official PMIs disappointed in August. The non-manufacturing index fell to contractionary territory of 47.5, below expectations of a more muted 1.3-point decline to 52.0. Similarly, the manufacturing PMI eased by 0.3…
BCA Research's Geopolitical Strategy and Commodity & Energy Strategy services have published a Special Report that argues that commodity markets will face growing supply challenges over the next decade as the competition…
BCA Research’s Geopolitical Strategy service maintains a pessimistic outlook on Chinese currency and assets. Chinese President Xi Jinping laid out a plan on August 18 for “common prosperity” in China that will help guide…
Highlights China’s new plan for “common prosperity” is a long-term strategic plan to bulk up the middle class that will strengthen China – if it is implemented successfully. The record on implementing reforms…
According to BCA Research’s China Investment Strategy & Global Asset Allocation services, adding a simple 50-50 Chinese stock-bond portfolio may boost the return/risk profile of global multi-asset portfolios. Chinese…
Chinese retail sales, industrial production, and fixed assets investment data for July disappointed. Retail sales slowed to 8.5% y/y in July from 12.1%, versus expectations of 10.9%. Similarly, industrial production decelerated…