China: Is This Time Different?

If one believes that China’s current business cycle is similar to all previous ones seen since 2009, odds are that a buying opportunity in China-related financial markets is at hand.

The chart below illustrates that the credit and fiscal spending impulse leads the business cycle by about nine months. Given that this impulse bottomed late last year, a trough in the Chinese business cycle is due.

Find out whether it is time to buy Chinese equities and China-related plays in this complimentary report. Arthur Budaghyan, Chief Emerging Markets Strategist at BCA Research, discusses the current outlook for recovery in China and what it means for financial markets. 

When facing headwinds, BCA Research will anchor your decisions.