Ep 66 - Jon Czin on Xi, Trump, and the US-China stalemate
It’s been a consequential week for US-China relations, as Xi Jinping and Donald Trump finally held their long-awaited summit in Beijing amid ongoing trade tensions, export control battles, and the fal...
21 Touko 1h 18min
Ep 65 - Xi-Trump vibes, meetings about meetings, and the PBoC’s next moves
The long-awaited Xi Jinping–Donald Trump meeting has finally happened – but what, exactly, came out of it? On the first part of this week’s Trivium China Podcast, host Andrew Polk is joined by Trivium...
16 Touko 56min
Ep 64 - China sanctions pushback, macro resilience, and more Iran war fallout
It’s been another consequential week for China’s economy and foreign policy – with Beijing deploying its blocking rules for the first time ever in response to new US sanctions tied to Iranian oil purc...
8 Touko 1h 6min
Ep 63 - Beijing unwinds the Meta-Manus deal
What happens when a Chinese AI startup tries to sell itself to a major US tech company, but Beijing decides it doesn’t like the deal? In this week’s episode, Trivium China Podcast host Andrew Polk is ...
4 Touko 42min
Ep 62 - All the latest on the China supply chain front
With the Xi-Trump meeting looming and the Iran situation changing every hour, how are China and the US trying to secure their respective interests? This week, Trivium China Podcast host Andrew Polk an...
24 Huhti 1h
Ep 61 - A stress test at the worst possible moment
China's economy started the year off on the front foot – but fragilities remain just below the surface, and the war in Iran may put that early positive momentum to the test. To discuss the latest dyna...
29 Maalis 1h 1min
Ep 60 - How China views the Iran situation
There’s only one storyline that matters geopolitically right now, and that’s the ongoing war between the US and Israel and Iran. Now in its third week, the war increasingly looks likely to be a protra...
20 Maalis 1h 1min
Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people
On this week’s edition of the Trivium China Podcast, host Andrew Polk is back with a gaggle of Trivium analysts to go deep on various aspects of the recently released 15th Five Year Plan (FYP). The gr...
13 Maalis 1h 27min
