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Strategy Report

Investing In Chinese Stocks Amid A Global Downturn

by Jing Sima, Chief Strategist   Arthur Budaghyan, Chief EM/China Strategist  

Chinese onshore stocks are attractive on a risk-reward basis relative to their global counterparts. If the global equity bear market continues, our bias is that Chinese onshore stock prices will also drop, but they will likely fall by less than their global peers.

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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