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Naïve Readings Of The Twentieth Party Congress (A GeoRisk Update)

by Matt Gertken, Chief Geopolitical/US Political Strategist   Jesse Anak Kuri, Editor/Strategist   Guy Russell, Associate Vice President  

Stay short Greater China assets. Stay long Japanese yen. Hold back on Brazil for now but look forward to opportunities in future.

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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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