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…
BCA Research’s China Investment Strategy service recommends investors with a cyclical investment horizon long MSCI China Value Index /Short MSCI China Growth Index. On a cyclical basis, Chinese investable stocks will not be…
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…
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…
Chinese PMIs suggest that economic growth was subdued in January. The composite PMI compiled by the National Bureau of Statistics slid from 52.2 and now sits at 51.0 – the neutral line which is consistent with unchanged…
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…
In their annual outlook published in December, our Emerging Markets strategists highlighted three indicators they are monitoring – alongside Chinese stimulus developments and inflation dynamics in Latin America – to…
Highlights The selloff in equities since the start of the year marks a long overdue correction rather than the start of a bear market. Stocks often suffer a period of indigestion when bond yields rise suddenly, but usually bounce back…
Chinese industrial profit growth eased to 4.2% y/y in December from November’s 9% rate. Chinese policymakers have recently been more proactive in supporting the domestic economy by easing monetary policy. However,…