2021 Year of the OX... and a Bull China story

BBSP has just published our 2021 Trend views highlighting our key ideas and top trades for this first semester of 2021...

 

USDCNH1 - a 2020 Top Trade

... and it continues in 2021!

Federico d'Inca, BBSP Asia CEO presenting in this short video (2 min.)

USDCNH1

 

 

Chinese Indices leading the reflation Story...

At the start of 2021, Chinese markets exited the 2-year bearish dynamic in 2018/2020, thus validating our bullish anticipation on HSI, HSCEI and Shanghai Composite... three of our top trades this Semester!

 

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