Key Views 2026: EM, China, And Commodities
Risk assets in EM/China and cyclical commodities will sell off in H1 2026. A shift toward aggressive policy stimulus in China and a clear improvement in global manufacturing are needed to produce durable rallies in EM/China risk assets and the prices of energy and industrial metals.
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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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