Emerging Markets Strategy

Charts That Matter

On Chinese Internet Stocks, Real Estate And Overall EM

16 Sep 2021

by Arthur Budaghyan, Chief EM/China Strategist

BCA Research | Emerging Markets 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
Are Chinese Internet Stocks Investable?
On Property Market Clampdown And Evergrande's Default
Have EM Stocks Bottomed?
EM Underperformance Is Broad-Based
Red Flags For EM
Have Chinese And Asian Stocks Hit An Air Pocket?
The US Dollar As A Litmus Test
Global Mining Stocks, Commodity Currencies And Commodity Prices
Is This Decoupling Sustainable?
Chinese Commodity Imports Have Contracted
Chinese Stimulus: How Fast And How Large?
An Inflation Dichotomy Between China And The US
Inflation And Monetary Tightening In EM ex-China
What Drives EM Credit Markets?
Our Relative Equity Value Strategies
Retail Equity Mania In Korea And Taiwan
The Semi Cycle And Risks To The Absolute Performance Of Korean And Taiwanese Stocks
Footnotes

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Topics covered

Real Estate Economy Productivity Technology Emerging Markets Currencies Equities Fixed Income Sectors