Strategy Report
Xi's Policy Pivot (GeoRisk Update)
The Chinese government will repress social unrest, then relax Covid-19 social restrictions to try to stabilize the economy. Russia will be aggressive in the short term but will pursue a ceasefire before March 2024. European and Italian risk will stay high on energy constraints.
BCA Research | Geopolitical Strategy
Political and geopolitical analysis translated into actionable, probability-weighted market views, helping investors identify mispricing, price risk, and position before consensus catches up.
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