Today's Pick
India’s Achilles Heel
Our EM strategists expect sustained depreciation pressure on the rupee and recommend avoiding Indian equities while maintaining an underweight in EM portfolios. Absolute-return investors should stay out of Indian stocks, while EM domestic bond portfolios…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.