Chinese Yuan
Executive Summary The US Still Dominates Economic Output
The US Still Dominates Economic Output…
Executive Summary A True Bond Bear Market, USD-Hedged Or Unhedged
A True Bond Bear Market, USD-Hedged Or Unhedged…
Executive Summary Equities Are Still Attractive Versus Bonds
Equities Are Still Attractive Versus Bonds…
Executive Summary Petrocurrencies Have Lagged Terms Of Trade
Petrocurrencies Have Lagged Terms Of Trade…
Dear client, This week we are sending you a joint Special Report with my colleague Chester Ntonifor, Foreign Exchange Strategist. The Special Report provides our outlook on the RMB. I trust that you will find the report very insightful. Best regards, Jing Sima China Strategist Executive…
Executive Summary The RMB And Real Interest Rates
The RMB And Real Interest Rates…
Executive Summary Chinese Onshore Stocks Are Less Impacted By External Factors
Upgrading Chinese Onshore Stocks To Neutral…
BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report through an at-a-glance read of key insights,…
Highlights The bull run in Vietnamese stocks is due for a pause as the weakness in overall EM markets spreads to this bourse. Household consumption will stay constrained as new COVID-19 cases remain high and fiscal and monetary stimulus remain absent. Social distancing measures and…
Highlights Our three strategic themes over the long run: (1) great power rivalry (2) hypo-globalization (3) populism and nationalism. The implications are inflationary over the long run. Nations that gear up for potential conflict and expand the social safety net to appease popular discontent…