Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
It was another monumental week on the China front. On Tuesday, the Party released its sprawling 15th Five Year Plan (FYP) Proposals – laying out the sheer scale of Xi Jinping’s policy ambitions over t...
31 Okt 20251h 11min
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Alright folks, this one is a banger. In this week’s Trivium China podcast, host Andrew Polk is joined first by colleagues Dinny McMahon and Joe Peissel. The three discuss: The most recent China macro ...
24 Okt 20251h 13min
Ep 43 - Volatility and fragility: US and China seek path back to negotiating table
It’s been a frenetic and exhausting couple of weeks on the US-China front. After tensions heightened again last week – in the wake of China’s major expansion of export controls – the two sides continu...
18 Okt 202541min
Ep 42 - Back on the escalatory spiral
Policymakers in Beijing wasted no time getting back into the swing of things after the week-long October holiday. On Wednesday, officials at the Ministry of Commerce unveiled sweeping updates to China...
11 Okt 202555min
Ep 41 - China's economy is strong and weak at the same time
Tired of listening to the same old Trivium voices? Wishing for more variety in your podcast diet? Well, do we have a treat for you! In this week's podcast, Trivium Co-founder Andrew Polk and Dinny McM...
3 Okt 202556min
Ep 40 - China's AI+ Initiative – why the AI race is not the Manhattan Project
Chinese policymakers are looking to diffuse AI into key industrial, commercial, and governance fields as deeply and quickly as possible. The overarching framework for their approach is captured in the...
26 Sep 20251h
Ep 39 - China's new economic growth model
For decades, China's economy was driven by debt-fueled construction of housing and infrastructure. But once the housing market collapsed in 2021, China needed to find a new growth model.The key parts ...
19 Sep 202552min
Ep 38 - Back in black: Beijing’s efforts to turn around falling tax revenue
China’s GDP growth has been unexpectedly strong this year. But paradoxically, tax revenue has been contracting. That’s not supposed to happen: Tax revenue typically falls during a recession, but not w...
14 Sep 202538min
