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BCA Insights

BCA Research’s mission is to shape the level of conviction with which our clients make investment decisions. One way we do this is by delivering forecasts and leading-edge analysis of all the major asset classes and economies. Gain insight into our independent global macro research through these complimentary reports

China’s Stimulus: Necessary But Not Sufficient

The latest Politburo meeting has provided little visibility on stimulus from the Chinese government. Its statement was short on details. On a positive note, the announcement did not contain the often-repeated phrase that “housing is for living, not for speculation” and signaled some forthcoming stimulus for the private sector.

China Investment Strategy

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Firey, Collaborative Process

A research staff of 60+ committed to non-consensus daily debate

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Decades of analysis on over 200,000 data series, which build up to thousands of proprietary indicators

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