BCA Research's Emerging Markets Strategy team in the newly published report on India argued that limited fiscal stimulus and a broken monetary transmission mechanism herald a lackluster economic recovery. The monetary…
One of the key indicators that BCA Research's Emerging Markets Strategy service follows – the Risk-On/Risk-Off (Safe-Haven) Currency indicator – has been dropping, but EM share prices have been advancing.…
BCA Research's China Investment Strategy service is sticking to its strategic and cyclical overweight view on Chinese equities despite President Trump's opening a new front in the Sino-US tech war by banning China-based…
Dear Client, In lieu of our regular report next week, we are sending you a Special Report from my colleague Chester Ntonifor, Foreign Exchange Strategist. Chester will share his outlook on the Hong Kong Dollar. I hope you will find his…
New Yuan loans in China came in at only CNY 992.7 billion in July, well below levels seen since policymakers opened the stimulus floodgates in March. However, it would be premature to suggest that this dip in lending signals a…
The biggest developments overnight Sunday were geopolitical. President Donald Trump signed an executive order to provide more relief to Americans. Then China fired a new salvo in the geopolitical war with the US. In a nutshell,…
China’s trade data for July released last Friday was mixed. On the positive front, export growth in USD terms accelerated to 7.2% from 0.5% as economic re-opening among trade partners continues to boost the demand from…
Even after the recent selloff in the TRY, BCA Research's Emerging Markets Strategy service remains negative on Turkish stocks, local currency bonds and credit markets relative to their EM counterparts. Turkey is facing…
China: The Recovery And Equity Dichotomy China’s economic recovery has been gathering steam, and policymakers have become reasonably confident about the growth outlook. In fact, transaction activity in the property market has…
BCA Research's China Investment Strategy service concludes that a buildup in industrial inventory may temporarily slow down China’s commodity imports over the next month or two. Both the production and demand…