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Geopolitics

Xi Jinping out before 2027?

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Bulls Say, Bears Say

Bulls Say

Xi faces mounting economic pressures from property crisis and youth unemployment

Elite political dissatisfaction could coalesce around a challenger before 2027

Historical CCP precedent shows sudden leadership changes can occur without warning

Bears Say

Xi consolidated unprecedented control at the 2022 Party Congress securing a third term

No credible opposition or succession movement has emerged within the CCP

Market pricing at 93% NO reflects near-certainty of Xi remaining through 2027