<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=560496905914191&amp;ev=PageView&amp;noscript=1">

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

Is There A Bullish Case For EM ex-China?

The strong performance of EM ex-China equities since late last year has been largely due to the significant rallies in (1) Korean and Taiwanese equities because of the large weights of semi stocks; and (2) the Indian bourse thanks to its unique bullish structural fundamentals.

Emerging Markets Strategy

Find out more

Our Method

Firey, Collaborative Process

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

Confidence-inspiring fact base

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

Macro experts who challenge you

The push and pull in one-on-one conversation to shape your conviction