China Investment Strategy

Strategy Report

Chinese Growth, Cyclical Risks And The Rally In Commodities

01 Dec 2016

BCA Research | China Investment Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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Contents

Executive Summary / Insight
What Is The Actual GDP Growth In China? In Recent Quarters, It Seems To Be Holding In A "Too-Good-To-Be-True" Tight Range?
There Appears To Be Growing Acceptance In The Market That China Will Not Suffer A Hard Landing. What Are You Monitoring To Gauge The Growth Risk?
There Has Been A Massive Rally In Some Industrial Commodity Prices In China. Is This Driven By Speculative Frenzy? How Much Does The Commodities Rally Reflect Chinese Demand?

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Topics covered

Asia Recession-Hard/Soft Landing Real Estate Commodities & Energy Sector Economic Growth Economy Financial Markets Policy China Emerging Markets Equities Sectors