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GeoMacro

A blend of geopolitics and macro, synthesizing the new and old macro to generate alpha and identify the beta through probability-weighted market views.

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Special Report Taiwan's opposition Democratic Progressive Party is poised to win the presidency and possibly the legislature in elections January 16. The result will be icier cross-strait relations in the coming years that will add a geopolitical headwind to Taiwanese assets, even as it struggles to cope with a low-growth world. Taiwan still has advantages over other emerging markets, but its outlook is darkening.