DeepSeek's AI breakthrough will likely enhance China’s productivity gains. But does it justify a re-valuation in Chinese tech stocks? Sustaining the Chinese tech rally will require corporate profits to overcome the pressures of…
China’s January monetary and credit data was solid. New yuan loans increased by CNY 5.1 trillion, while aggregate financing was up by 7.1 trillion. M1 also increased after contracting 1.4% y/y in December. Seasonality plays a…
In his latest Thoughts Of The Day, Peter Berezin discusses the different moving parts of the global economy today and the potential impact of Trump's policies.
China’s January consumer prices rebounded to 0.5% y/y, and producer price deflation was unchanged at -2.3%. China’s first quarter data tends to be distorted by the Chinese New Year, as its variable dates shift consumption peaks…
China’s Caixin PMIs decelerated in January, with the composite ticking down to 51.1 from 51.4. The decrease was driven by both manufacturing, which fell to 50.1 from 50.5, and services, which fell from 52.2 to 51.0. The data is…
Our China Investment strategists assessed the impact of increased US tariffs on China. The latest US tariff hike on Chinese imports is expected to cut China’s GDP growth by 0.6 percentage points in 2025, primarily through a 2.5-…
The 10% tariff hike announced on Saturday will likely serve as the opening salvo in a broader wave of protectionist measures. In this report, we assess the increase in US import tariffs on China. While the direct impact on China’s…
Markets and forecasters anticipate a “Golden Age” for Trump’s America, with US growth expectations soaring while the rest of the world lags. However, this extreme optimism means that there is a lot of room for disappointment. Cooling…
Please join BCA Research's Commodity & Energy Strategist, Roukaya Ibrahim for a Webcast on Thursday, January 30 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).