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 Joulu 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 Joulu 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 Marras 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 Marras 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 Marras 202440min
Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election
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...
1 Marras 202435min
Ep 4 - Trivium Markets - Q3 econ data breakdown
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 D...
25 Loka 202443min
Ep 3 - Trivium Markets - Stimulus disappointment
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 (M...
18 Loka 202437min
