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 Elo 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 Elo 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 Elo 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 Heinä 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 Kesä 202539min
Ep 29 - Consumer upswings + geopolitical downswings
In this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Ether Yin (Trivium’s head of policy research) and Joe Mazur (Trivium’s head of geopolitical research) – who all got toget...
20 Kesä 202537min
Ep 28 - Exiting the US-China trade death spiral
In the latest episode of the Trivium China podcast, Trivium Co-founders Andrew Polk and Trey McArver discuss this week’s phone call between Xi Jinping and Donald Trump that appears to have gotten trad...
6 Kesä 202543min
Ep 27 - Weaponizing supply chains + the real-time breakdown of the Geneva détente
On this week’s Trivium China podcast, host Andrew Polk is joined by his colleagues Kendra Schaefer (Trivium’s head of tech policy) and Ether Yin (Trivium’s head of policy research) to talk through the...
30 Touko 202540min
