Independent Investment Research Since 1949

Global Investment Strategy

Chief Strategist, Chen Zhao

Competitive Advantage

  • Our premier international investment service, Global Investment Strategy provides asset allocation advice and timely forecasts to assist clients in setting their own international investment strategies.
  • Discussion of key economic and investment themes help clients understand the big picture and the underlying forces that shape the global economic and financial market outlook.
  • The approach is unique and the result is timely, actionable recommendations which allow clients to capitalize on profit opportunities as well as preserve capital.

Provides strategic insight that anticipates the major intermediate and cyclical trends in the equity, interest rate and currency markets of the major global economies.

Components

Quarterly Strategy Outlooks

The quarterly reports highlight developing investment themes, identify opportunities and risks, recommend strategy and review performance.

Weekly Reports

Reports are sent each Friday and update our strategy and recommended portfolio mix. Weekly reports also keep clients informed of any important changes signaled from our proprietary indicators.

Special Reports

Focusing on original investment ideas, these reports drill down into relevant issues affecting the outlook.

Asset Allocations And Market Indicators

A monthly model-driven asset allocation report with a complete review of our proprietary market indicators.

Online Research Chartbooks

An extensive selection of charts and indicators for global equities and bonds.

 

Chen Zhao, Chief Strategist

Chen Zhao joined BCA Research in 1992 and created BCA’s China Investment Strategy in 1993. In 1998 he developed BCA’s Emerging Markets Strategy services and was Chief Strategist of both publications until July 2005. He became Chief Strategist of BCA’s Global Investment Strategy in October 2005. He was formerly a professor at Beijing’s Central University of Finance and Economics and has also worked as a senior advisor to several of China’s government organizations. Chen’s commentary frequently appears in world-leading financial newspapers.

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