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Strategy Insight

The Politburo Shock And European Assets

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

China’s Politburo announcement is likely to lead to a repricing of China’s growth in the near-term. Read how investors can hedge against this potent threat to our defensive investment stance.

BCA Research | European Investment Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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