China has become one of the three core pillars of the global economy.
If you want to understand, predict, and profit from shifts in the Chinese economy, China Investment Strategy is a must-have service.
Recognized Expertise
Named in Business Insider's top 10 Chinese investment strategists for investing in China, our insights are grounded in a deep understanding of China’s economic policies, economy, and financial markets.
Proven Analytical Framework
Applying BCA’s methodologies and proprietary leading indicators, refined over decades, to forecast China’s economic and financial market trends.
Informed Policy Analysis
Our growth outlook is refined through a policy lens, leveraging BCA Research’s constraint-based approach to anticipate likely policy outcomes, enhancing our predictive accuracy.
Comprehensive and Strategic Insight
By integrating a global economic assessment with China’s growth, policy, and financial conditions, we deliver a holistic view of key China-related assets.
Our Calls
China Investment Strategy has a proven track record of helping clients make the right calls.
May 2023
Growing importance of SOEs in China’s economy
Predicted China’s state firms’ role in the economy will increase.
Jun 2022
Household deleveraging
Predicted household deleveraging will become a new trend in China.
Sep 2021
Structural downshift
Predicted the Evergrande saga was the beginning of a structural downshift in China’s property market.
Mar 2021
Policy overtighetning
Predicted a policy overtightening and downgraded Chinese stocks to underweight.
What is included
Strategy Reports
Bi-weekly assessments of major economic and financial market developments in China and investment recommendations.
Special Reports
In-depth sector analysis and exploring medium-to-long-term themes in China.
Strategy Insights
Concise commentary on market-moving news and data releases.
Client Visits and Calls
Personal and video meetings, along with email correspondence, to address critical questions.
Webcasts
Presentations and roundtables to discuss the latest research, featuring dynamic Q&A sessions.
Jing Sima
