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China: Trade Truce, Party Politics, And The 15th Five-Year Plan

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

The Trump-Xi summit continued the trade truce and tentatively created a framework to contain tensions over 2026. That is not a trade deal but it is good enough for global financial markets, especially Chinese assets.

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BCA Research | Geopolitical Strategy

The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities. 

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