Ep 37 - Welcome to the New World Order
Xi Jinping’s growing diplomatic clout was on full display over the past week. Things kicked off in the Chinese port city of Tianjin, where Xi hosted the annual meeting of the Shanghai Cooperation Orga...
7 Sep 202549min
Ep 36 - China's surging stock market
China's stock markets have been on a tear over the last few months, with the benchmark CSI 300 Index – which tracks the biggest companies listed in Shanghai and Shenzhen – up 25% since its low point i...
31 Aug 202530min
Ep 35 - How much dependence on China is too much?
China's export controls on rare earth elements have exposed major US supply chain vulnerabilities. Now the US is scrambling to plug the holes – and China is working to maintain its leverage. The big ...
23 Aug 202550min
Ep 34 - Beijing's curious plan to stimulate services consumption with more investment
The quest to understand Beijing's views on consumer spending continues. The latest: On August 13, China's finance ministry (MoF) said it would bring down borrowing costs for service sector firms by p...
15 Aug 202540min
Ep 33 - It's turning out to be a good year for China's economy
When the Politburo met to talk about the economy at the end of July, the general tone was one of contentment. Despite the disruption of the Trump tariffs, China's economy has outperformed expectation...
8 Aug 202551min
Ep 32 - Dueling AI development strategies
China and the US are both rapidly refining their approaches to global AI development, through newly released AI actions plans. In this week’s Trivium China podcast, host Andrew Polk is joined by Trivi...
1 Aug 202555min
Ep 31 - The involution will not be televised
Is Beijing finally gearing up to address chronic oversupply – and resulting price wars – in its NEV and other cleantech sectors? Trey McArver joins Trivium China Podcast host Andrew Polk this week to ...
5 Juli 202547min
Ep 30 - China preps for demise of US dollar dominance
At the Lujiazui Financial forum in June, central bank (PBoC) Governor Pan Gongsheng gave a speech that we believe redefined Beijing's attitude toward RMB internationalization. Since the policy was lau...
27 Juni 202539min
