Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
China’s financial regulators have started 2026 with a flurry of activity. On January 14, the securities regulator raised margin requirements on stock trading in a bid to cool investors’ exuberance.The...
24 Jan 1h 24min
Ep 52 - China's economic slowdown – not as bad as it seems
November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate ...
26 Dec 202528min
Ep 51 - Reordering global supply chains: licenses, leverage, and our strategic look-ahead
As the new year approaches, governments, corporations, and investors alike are asking: what will critical material supply chains look like in the year to come? In this podcast, Trivium Co-founder And...
19 Dec 202554min
Ep 50 - Breaking down the Central Economic Work Conference
At the end of each year, China's top economic policymakers get together for the Central Economic Work Conference (CEWC) to discuss their goals for the year ahead. This year's CEWC wrapped up on Decemb...
13 Dec 202537min
Ep 49 - I say overcapacity, you say involution, let’s call the whole thing off
In mid-2024, Beijing rebranded its overcapacity problems as “involution.” Does it matter? As the bard would say, a rose by any other name… And yet, over time it’s become clear that this was more than ...
6 Dec 202542min
Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
On this week’s Trivium China Podcast, your loyal Trivium team digs into China’s key domestic and regional developments from the past few days. First, Trivium Co-founders Andrew Polk and Trey McArver d...
21 Nov 202550min
Ep 47 - China Shock 2.0: the trade implications of China’s new economic growth model
With the US and China having agreed to a détente over trade, now is a good time to take a step back from the day-to-day back-and-forth of measures and countermeasure, and look at the longer term impli...
15 Nov 202550min
Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China
Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinp...
8 Nov 20251h 5min
