Short speculative positions on Bitcoin at the CME are near theie highest level on record. Some financial commentators have suggested that this bearish positioning in bitcoin could act as kindle and spark a short squeeze. But…
According to BCA Research’s China Investment Strategy service, the growth rate of China’s infrastructure investment will likely slow from a nominal 9% last year to about 6% this year. Funding constraints will limit…
Thematic investing has become increasingly important for investors over the past few years. And yet, in spite of the popularity of thematic strategies, the vast majority of investors underperform when buying into such…
According to BCA Research’s Private Markets & Alternatives service, Artificial Intelligence is old news. Given such, it is not prime for Early-Stage Venture Capital (VC) investing. While everyone is distracted with…
Clients are increasingly more positive about the US economy, but there are no signs of exuberance. The rally could continue as the majority is not fully invested. Financial conditions have already eased, and the Fed is unlikely to…
According to Factset, analysts are forecasting S&P 500 earnings and revenues to grow by 11.0% y/y and 5.0% y/y respectively in 2024 (an acceleration from 0.9% and 2.8% in 2023). Information technology and communications…
According to BCA Research's Commodity & Energy Strategy service, Qatar will be the winner as it takes advantage of the global energy transition towards renewables and the world fragments under economic and…
According to BCA Research’s Emerging Markets Strategy service, barring a pullback in global share prices, Korean tech stock prices will likely have more upside this year. The memory chip market will improve in 2024,…