In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – to hammer out the economic agenda for the year ahead. In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what we learned from this y…

China’s approach to economic retaliation against the US continues to evolve, with the past 10 days seeing a new round of critical mineral export controls and the launch of an anti-monopoly investigation into Nvidia. This week Trivium China Co-founder Andrew Polk is joined by Trivium’s Head of Critical Minerals and Supply Chain Research Cory Combs t…

As the year draws to a close, it’s time for economic forecasts! In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what they expect from China’s economy in 2025. To do so, they dive into their expectations for the Central Economic Work Conference (CEWC), the annual year-end gathering of China’s top …

Xi Jinping had a busy week of diplomacy in South America, and in this episode of the Trivium China podcast we get into all of it. Trivium Co-founders Andrew Polk and Trey McArver discuss: Xi Jinping’s diplomacy in Latin America – and how that fits into China’s wider geopolitical strategy China’s courting of the Global South in an age of US protecti…

On November 8, China finally unveiled its long-awaited fiscal stimulus package. It fell well short of expectations and raised plenty of new questions about how Beijing is dealing with the economy. In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, get together to discuss the ways in which the package disapp…

In this week’s policy discussion, your friendly Trivium China team takes a step back to look at how China’s approach to economic coercion is evolving. Trivium Co-founder Andrew Polk is joined by fellow Trivium Co-founder Trey McArver to examine how Chinese officials have steadily built up robust countersanctions and export control regimes to hit ba…

After waiting over a month for a stimulus package from Beijing, we now know when to expect it – November 8, at the conclusion of a meeting by the legislature’s (NPC) standing committee. In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what’s likely to be in the stimulus package and wh…

The economic print for the third quarter of 2024 was pretty bad. But even among all the grey clouds, there were some silver linings in the numbers. In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, walk through the good and the bad of China’s most recent macro data. They then discuss a recent essay b…

It’s been a busy couple of weeks for China’s regulators. In quick succession there have been press conferences hosted by the economic planner (NDRC), Ministry of Finance (MoF), and housing ministry (MoHURD). Yet none of them have delivered what everyone’s waiting for: stimulus. Of course, as is always the case, the devils in the detail – and the re…

The big story out of Beijing this week has been fiscal stimulus: it didn’t materialize on Tuesday at the economic planner’s (NDRC) press conference, and now all eyes are on the finance ministry’s (MoF) press conference on Saturday. In this episode, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, talk all things sti…

It’s been a BIG week for economic policy in China. On September 24, the central bank (PBoC) rolled out a range of monetary support measures to bolster the economy, boost share prices, and provide property developers with financial relief. On September 26, the Politburo surprised everyone by dedicating its September meeting to the economy, with the …