According to BCA Research’s Geopolitical Strategy service, seven surprises with non-negligible odds could tip the scale in favor of Republicans for the White House by November 5. One of them is a war between Israel and Iran…
Investors should de-risk tactically in expectation of shocks and surprises ahead of the US election and an uncertain aftermath. Democratic victory with a gridlocked Congress is our base case but would bring minor tax hikes and…
Trade data from small open economies act as a bellwether for global growth developments. In August, Korean exports expanded by 11.4% y/y in USD and 5.7% y/y in KRW terms, marking their eleventh and eighth consecutive month of…
According to BCA Research’s US Political Strategy service, former President Trump still has a path to come back to power, despite his disastrous performance in the debate with Vice President Kamala Harris on September 10…
Despite the disastrous performance by former President Trump in the debate with Vice President Kamala Harris, there are still paths for him to come back to power. The economy and global instability could flare up anytime between now…
According to BCA Research’s Private Markets & Alternatives service, the Sports Franchise market presents a compelling opportunity for Private Equity due to its strong growth potential, evolving business models, and…
Chinese export growth in USD terms accelerated from 7.0% y/y to a larger-than-expected 8.7% in August. China’s exports to its major trading partners (US, EU and ASEAN) were all growing in August on a year-on-year basis,…
According to BCA Research’s Emerging Markets Strategy Service, China has been accumulating high-value memory semiconductors in anticipation of further US restrictions. Since October 2022, the US has been tightening rules…
According to BCA Research’s GeoMacro Strategy service, there are two main pressure points that the US can utilize against China. First, the US consumer market is the largest in the world. Despite having diversified away…