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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

Chinese Automakers: Surging Exports, Mediocre Domestic Sales

Domestic auto sales in China will likely have anemic growth over the next three years. Consumer willingness to spend on automobiles will remain downbeat at least into next year. Yet, Chinese auto exports have been booming. Structurally speaking, Chinese automakers are set to gain a larger share of the global market despite a rise in protectionism.

China Investment Strategy