Strategy Report
From Southeast Asia To Spain (GeoRisk Update)
The geopolitical backdrop remains negative despite some marginally less negative news. China’s stimulus is not yet large or fast enough to prevent a market riot. Two of our preferred equity regions, ASEAN and Europe, are struggling to outperform. Investors should stay defensive overall.
BCA Research | Geopolitical Strategy
GeoMacro Strategy, Geopolitical Strategy, and US Political Strategy.
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