Opinion polls ahead of Brazil’s election this weekend suggest that odds are in favor of a victory for former President Luiz Inácio Lula da Silva. While a runoff election on October 30 will be needed if no candidate…
Executive Summary EU Metal Industry Under Threat Russia’s threat to cut off all remaining exports of natural gas to the EU via Ukraine will further imperil the bloc’s struggling metals industry, particularly…
Chinese industrial profit growth contracted for the second consecutive month on a year-to-date year-on-year basis in August, falling 2.1% y/y in the first eight months of the year. The deterioration is broad-based across…
BCA Research’s Emerging Markets Strategy & Geopolitical Strategy services conclude that the Turkish equity rally will soon fade. Turkish stocks have outperformed their Emerging Markets counterparts this year in…
Executive Summary Higher Brent Prices, Stronger Upside Bias The Fed is pacing a globally synchronized monetary-policy tightening cycle as the war in Ukraine escalates, following Russia’s mobilization of 300k reserve…
According to BCA Research’s China Investment Strategy service, China’s property market continues to face potent headwinds. China’s property market woes continued in August with a further weakening in housing…
South Korea’s exports in the first 20 days of September are signaling that global trade is weakening sharply. Exports fell by 8.7% y/y following a 3.8% y/y increase in the prior month. That said a fewer number of working…