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China Geopolitical Outlook 2023

by Yushu Ma, Strategist   Matt Gertken, Head of GeoMacro  

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リサーチ | 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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