Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine
While there was never any doubt that China would hit its 2024 GDP growth target of “around 5%,” the general consensus was that full-year growth would come in somewhere near the bottom end of what migh...
14 Feb 202549min
Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs
2025 is off to a rollicking start – especially when it comes to all things China. After an extended hiatus from the pod, your friendly Trivium China team is back in the saddle to keep you up to date o...
7 Feb 20251h 2min
Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference
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 ahea...
19 Dec 202445min
Ep 10 - Trivium Markets and Politics - China flexes its export control muscles, puts Nvidia in the hotseat
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 investigati...
12 Dec 202443min
Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy
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 econo...
5 Dec 202442min
Ep 8 - Trivium Politics - Reacting to Trump and courting the Global South
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...
22 Nov 202441min
Ep 7 - Trivium Markets - The fiscal stimulus that wasn't
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 t...
14 Nov 202447min
Ep 6 - Trivium Markets - China’s evolving approach to economic coercion
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 fello...
8 Nov 202440min
