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After a boffo, market-beating 2021, they should enjoy good growth ahead due to growing demand and tight supply, says BCA. Like data centers.

Worker pay will accelerate and move beyond the low-end of the comp ladder, the firm’s Berezin warns.

/PRNewswire/ -- BCA Research, the world's leading provider of independent global macro research, today announces Irene Tunkel, CFA, has joined The U.S. Equity...

Correction in China’s stock market is good news for fans of cyclical stocks, BCA Research says The Shanghai and Shenzhen markets have lost a combined US$1.35 trillion in value from its peak of US$11.5 trillion China’s market correction should be seen as a welcome adjustment as it helped shave valuation excesses and create a base for another rally, says BCA Research

January 14, 2021 After capex rebound, financial and industrial stocks should benefit most, BCA study says. Corporate capital spending, the lifeblood of economic growth, finally is showing signs of perking up. Look for that salubrious trend to keep going, according to a report from BCA Research. And the best way for investors to position themselves is in industrial and financial services stocks, which the firm argues would be the biggest beneficiaries of higher capital spending. Of the S&P 500 stock sectors that had gains last year, manufacturing, at 11.1%, ranked behind everything but consume...