Emerging Markets Strategy
Strategy Report
No Game Changer
The stimulus measures announced at last week's NPC were not a game changer. As in 2023, we expect aggregate government spending will fall short of the budgeted amount again this year.
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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