Financials
Fading Insurance…
2020 High-Conviction Calls: S&P Banks…
S&P Banks: We're Going To Need A Larger Vault…
Highlights Portfolio Strategy Interest rates are one of the most important macro drivers of overall equity returns via valuations. BCA’s view of a selloff in the bond market is a key factor underpinning most of our 2020 high-conviction calls. A 50bps to…
Highlights Building on a previous special report focused on the investable market, in this report we construct and present models designed to predict the odds of Chinese domestic equity sector outperformance. BCA Research's China Investment Strategy…
Feature Chart I-1Lebanese Bond Yields Have Surged To Precarious Levels
Lebanese Bond Yields Have Surged To Precarious Levels…
Say No! To Insurance…
Highlights In this report, we build and present models designed to predict the odds of Chinese investable equity sector outperformance, based on a set of macroeconomic and equity market factors. BCA Research's China Investment Strategy service will aim to…
Say No! To Insurance…
Highlights The banks got the current earnings season off to a good start, … : Lending growth may be running in place, and net interest margins are under pressure, but positive operating leverage helped the banks beat expectations, and they are returning…