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Xi's Policy Pivot (GeoRisk Update)

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

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.

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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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