Fiscal
Intensifying Pressure To Ease…
ECB Monitor: The Most Intense Pressure For Easier Monetary Policy…
Growing Fed Balance Sheet Will Help Global Growth…
India: Local Bond Yields Hold The Key To Stock Prices…
The Fed’s Friendly Message For Spread Products…
The Fed Did The Trick
The…
Highlights Pension reform in Brazil is pushing through. The upcoming 12-18 months offer a window of opportunity, most notably on the privatization and tax reform front. Ongoing efforts should sustain an improvement in “animal spirits” in the short term and create some potential for structural…
Highlights We are upgrading Indian stocks from underweight to neutral within an EM equity portfolio. Nevertheless, the outlook for the absolute performance of Indian share prices remains downbeat. Odds are that local bond yields will rise due to a widening budget deficit. Higher bond yields…
Dear Client, Owing to BCA’s 40th Annual Investment Conference at the Grand Hyatt in New York City next week, there will be no report on Wednesday, September 25. We will return to our regular publication schedule on Wednesday, October 2. I look forward to meeting China Investment Strategy…
Moving On Up
Moving On Up…