Trade / BOP

Dear client, This week we are sending you a joint Special Report with my colleague Chester Ntonifor, Foreign Exchange Strategist. The Special Report provides our outlook on the RMB. I trust that you will find the report very insightful. Best regards, Jing…

Executive Summary The RMB And Real Interest Rates The RMB And Real Interest Rates…

Executive Summary The RMB And Real Interest Rates The RMB And Real Interest Rates…

Dear client, In addition to this weekly report, we sent you a Special Report from our Geopolitical Strategy service, highlighting the risk from the Russo-Ukrainian conflict. Kind regards, Chester Executive Summary The Ukraine crisis will lead to a…

BCA Research is proud to announce a new feature to help clients get the most out of our research: an Executive Summary cover page on each of the BCA Research Reports. We created these summaries to help you quickly capture the main points of each report…

Highlights The faster-than-expected oil-demand recovery from the COVID-19 omicron variant points to higher EM trade volumes this year and next, which, along with a weaker USD, will boost base-metals demand and prices (Chart of the Week). The recovery in…

Feature Chart 1Weak Economic Fundamentals Undermine Stock Performance Intensified Monetary Policy Easing, Unresponsive Underlying Demand…

Dear client, In lieu of our weekly bulletin next week, I will be hosting a webcast on Friday, January 28 at 11:00 am EST, to discuss recent dollar trends. I hope you all tune in. Kind regards, Chester Ntonifor Highlights While not often discussed, it is…

Highlights The bull run in Vietnamese stocks is due for a pause as the weakness in overall EM markets spreads to this bourse.  Household consumption will stay constrained as new COVID-19 cases remain high and fiscal and monetary stimulus remain…