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 Mar 1h 27min
Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs
It’s been a big week in China, with the annual government meetings (aka the Two Sessions) kicking off to lay out key policy priorities for the year – and to drop a draft version of the 15th Five Year ...
6 Mar 1h 39min
Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
2026 has kicked off with a geopolitical bang – from US intervention in Venezuela to threats against Greenland to potential military action against Iran, not to mention the latest tariff turmoil follow...
27 Feb 1h 19min
Ep 56 - Heard on the street, Beijing edition
It's been a while between trips, but last week Trivium's Head of Markets Research, Dinny McMahon, was back in Beijing. In this podcast, he and Trivium Co-founder Andrew Polk discuss Dinny's observatio...
13 Feb 32min
Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?
US-China bilateral relations have, surprisingly, been an anchor of calm amidst a sea of geopolitical uncertainty in the opening innings of 2026. And increasingly, it looks like the seemingly fragile t...
6 Feb 1h 6min
Ep 54 - Can China get investment growth back on track?
On this week’s Trivium China Podcast, host Andrew Polk speaks with our lead macro-econ analyst, Joe Peissel, to take a quick temperature check of China’s latest macro data. The two discuss: What the f...
31 Jan 1h 12min
Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
China’s financial regulators have started 2026 with a flurry of activity. On January 14, the securities regulator raised margin requirements on stock trading in a bid to cool investors’ exuberance.The...
24 Jan 1h 24min
Ep 52 - China's economic slowdown – not as bad as it seems
November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate ...
26 Des 202528min
