Macro and Market Review
China: Living With Deflation
Deflation remains prevalent in the Chinese economy. The longer authorities delay a big bang-type stimulus, the more entrenched deflation will become. Hence, a cyclical upswing in Chinese stocks is unlikely, although there might be short-term rebounds.
BCA Research | China Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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