The Trivium China Podcast

Trivium China
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The Trivium China Podcast

Trivium China is an analysis firm that specializes in monitoring Chinese government policy. From our offices in Beijing, Shanghai, and DC, we break down Beijing's latest moves on the economy, technology, energy, climate, and agriculture.

  1. 6日前

    Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network

    The wait is over: China’s annual policy extravaganza, the Two Sessions, kicked off in Beijing on March 4. In our latest podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, head of markets research, unpack the key economic targets in Premier Li Qiang’s Government Work Report. Given the economic headwinds – sluggish consumer demand, deflationary pressures, ongoing property sector woes, and an escalating trade war with the US – the stakes are high for getting the policy settings right.The...

    1 小時 19 分鐘

  2. 2月28日

    Ep 15 - Trivium Tech - AI fever and the future of China’s private sector

    The firehose of tech-related China policy developments has been at full blast over the past few weeks. And as always, Trivium is here to break down all the latest.In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium Partner and Head of Tech Policy Research Kendra Schaefer to discuss: Xi Jinping’s recent confab with private-sector tech executivesWhat the meeting portends for private companies’ future role in advancing China’s tech ambitionsThe recent bevy of AI inf...

    1 小時 2 分鐘

  3. 2月20日

    Ep 14 - Trivium Markets - China’s best industrial policy is climate policy

    To thrive in the long term, China needs to undergo near-total industrial restructuring. So how’s that going?In this week’s podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral and Supply Chain Research, discuss the key dynamics driving China’s policy-driven industrial transition, including: How Beijing has been using calls for climate action to drive industrial production up the value chainWhere China’s painfully overcrowded new energy vehicle (NEV) market goes fro...

    1 小時

  4. 2月14日

    Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine

    While there was never any doubt that China would hit its 2024 GDP growth target of “around 5%,” the general consensus was that full-year growth would come in somewhere near the bottom end of what might acceptably be considered “around.” Needless to say, it was quite a surprise when the stats bureau announced the economy had expanded by a full 5% in 2024.Even more surprising was that the economy had grown by 5.4% y/y in Q4 without any additional stimulus, when Q3 growth had only been 4.6%.In t...

    49 分鐘

  5. 2月7日

    Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs

    2025 is off to a rollicking start – especially when it comes to all things China. After an extended hiatus from the pod, your friendly Trivium China team is back in the saddle to keep you up to date on all the latest happenings. This episode features a discussion on the week’s back-and-forth between China and the US on the econ and tech fronts, featuring: Your loyal pod host, Andrew Polk, Trivium Co-founderTrey McArver, Trivium Co-founderCory Combs, Trivium’s Head of Critical Mineral and Supp...

    1 小時 2 分鐘

  6. 19/12/2024

    Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference

    In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – to hammer out the economic agenda for the year ahead. In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what we learned from this year’s CEWC. We didn’t have high hopes for the readout from the CEWC. The summary typically gives away very little.But the document was a little mea...

    46 分鐘

  7. 12/12/2024

    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 investigation into Nvidia. This week Trivium China Co-founder Andrew Polk is joined by Trivium’s Head of Critical Minerals and Supply Chain Research Cory Combs to go through all the latest. The gents discuss: The details of China’s latest export controls on critical mineralsChina’s evolving approach to econ...

    43 分鐘

  8. 05/12/2024

    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 economy in 2025. To do so, they dive into their expectations for the Central Economic Work Conference (CEWC), the annual year-end gathering of China’s top economic policymakers, expected to take place next week.The gents discuss their predictions for what the CEWC will decide regarding key policy sett...

    42 分鐘
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關於

Trivium China is an analysis firm that specializes in monitoring Chinese government policy. From our offices in Beijing, Shanghai, and DC, we break down Beijing's latest moves on the economy, technology, energy, climate, and agriculture.

資料

  • 創作者
    Trivium China
  • 活躍年份
    2024年 - 2025年
  • 單集
    16
  • 分級
    兒童不宜
  • 版權
    © 2025 The Trivium China Podcast
  • 節目網站
    The Trivium China Podcast

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