BCA Research’s China Investment Strategy service concludes that a bleak housing market and construction activity will remain a major drag on the Chinese economy in the near term. Chinese property market indicators saw a…
CNY weakness versus the USD accelerated over the past week. USD/CNY broke above its May peak of 6.8 on Friday and continued to march higher on Monday. Does the yuan face further downside? In Monday’s BCA Live &…
Executive Summary Russia’s Crude Oil Output Will Fall Russia will have to lower oil production to ensure output it hasn’t placed with non-EU buyers does not tax its limited storage facilities, ahead of the bloc’s…
Chinese data releases on Monday reflected a broad-based deceleration in the country’s economy. Key indicators of domestic activity in July such as industrial production, fixed assets investment, retail sales, and property…
Listen to a short summary of this report. Executive Summary The Euro And The Chinese Credit Impulse The US dollar has bounced off its 50-day moving average. In the recent past, that had led to a period…
Executive Summary China Copper Consumption Failed To Revive Post-Pandemic A greater-than-expected contraction in manufacturing and construction in China – evidenced by the latest PMI and home sales data – will…