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Special Report

China Geopolitical Outlook 2023

by Yushu Ma, Strategist   Matt Gertken, Chief Geopolitical/US Political Strategist  

Global investors should sell Chinese assets on strength this year and diversify into other emerging markets. American investors should limit China exposure. Short CNY-USD.

BCA Research | Geopolitical Strategy

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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