BCA: No fundamental recovery in emerging markets or China has taken placeMark Melin
There is a mainstream narrative and there is a reality. Professional investors are best served when they understand both. From the perspective of BCA | Edge, the independent research provider puts on display its edge by comparing the sheep narrative with the reality of real emerging markets demand forces and China.
Their conclusion is that a reality check is required and the performance drivers attributed to the current emerging market rally "are either incorrect or have nothing . . .
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