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.
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Xi Jinping is the most powerful person in the world. But the real story of China's leader remains a mystery. In this eight-part series Sue-Lin Wong finds out how he rose to the top, and what it means for China—and the rest of the world—now that he has ripped up the rule book to stay in power, perhaps for the rest of his life. Sign up for Economist Podcasts+ at www.economist.com/podcastsplus If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of y ...
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China In Context is a fortnightly podcast by the SOAS China Institute (School of Oriental and African Studies, University of London) which offers expert analysis on the politics, economy, society, culture and history of China, Hong Kong, Macau and Taiwan. It features interviews with leading academics, researchers, journalists and other China-specialists from around the world.
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China 21 is produced by the 21st Century China Center at UC San Diego’s School of Global Policy and Strategy. We are a leading university-based think tank that produces scholarly research and informs policy discussions on China and U.S.-China relations. This podcast features expert voices, insights and stories about China’s economy, politics, society, and the implications for international affairs. Learn more at china.ucsd.edu
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Carnegie China’s China in the World podcast is a series of conversations between Chinese and international experts on China’s foreign policy, China’s international role, and China’s relations with the world.
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What China Wants is a weekly podcast that shines a light on China and its growing influence around the world. Hosted by Sam Olsen and Stewart Paterson.
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Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM
36:45
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36:45In this week’s pod, Trivium co-founders Andrew Polk, Trey McArver, and Ether Yin all sat down together in DC to discuss the recent de-escalation in the US-China trade war. They guys also drilled down on China’s move to grant licenses for critical mineral exports to the US, as part of the temporary trade reprieve. And finally, the gents discussed wh…
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Bureaucracies at War, Featuring Tyler Jost
19:59
19:59
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19:59Center Executive Director Lei Guang recently sat down with Tyler Jost to discuss his new book, Bureaucracies at War. This podcast features highlights from their conversation, focusing on how Jost’s analysis sheds light on the dynamics of today’s U.S.-China tensions.By UC San Diego School of Global Policy & Strategy (GPS)
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Rebooting China's Economy — Lessons from the 2008 Crisis
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39:11In the face of Donald Trump's tariffs, will China's plans to boost its domestic consumer economy succeed — or could the government in Beijing be tempted to introduce massive stimulus measures, as it did after the financial crisis in 2008? In this episode of China in Context, leading scholar Yasheng Huang, professor of global economics and managemen…
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Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports
48:22
48:22
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48:22It’s been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs. In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the wave of monetary policy measures rolled out by financial regulators on Wednesday. The gents get into the nitty gritty of…
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Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War
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43:46
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43:46In this week’s podcast, Trivium co-founders Andrew Polk and Trey McArver examine Beijing’s latest thinking on trade tensions with the US – as both sides settle in for a sustained confrontation. The two discuss: Whether Beijing has Trump’s number The shifting narrative on China’s ability to sustain hostilities Conflicting reports as to whether China…
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Good bosses are rare. They don’t have to be. The skills of management can be learned. The Economist’s management columnist, Andrew Palmer, is here to help. The second season of Boss Class features leaders at some of the world’s best performing companies, from Levi’s to Novo Nordisk to Google. New episodes are out weekly starting May 12th. To listen…
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Ep 22 - The tariffs “have become a joke” + rare earth controls
46:29
46:29
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46:29In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss: Friday’s pause in the tariff escalation China’s pointed efforts to signal it won’t escalate further Whether the pause has staying power Why a painful stalemat…
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Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire
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44:12
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44:12In this week’s Trivium China podcast, Trivium co-founders Andrew Polk and Trey McArver unpack the whirlwind tariff tit-for-tat between the US and China over the past week. The two discuss: Whether we are now locked in an unstoppable escalatory spiral Possible off-ramps for de-escalation How each side is misreading the other The best- and worst-case…
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Taiwan's Controversial Budget Cuts — The KMT goes DOGE?
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31:59
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31:59Taiwan is facing a range of challenges — from Donald Trump's threat of 32% tariffs on its crucial exports to the US, to massive Chinese military exercises off its coastline aimed at intimidating the island's leaders. If that weren't enough, the DPP administration, led by President William Lai, has seen its budget slashed by Taiwan’s legislature, wh…
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Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars
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54:01
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54:01In this week’s podcast, Trivium China Co-founder Andrew Polk links up with Trivium Co-founder Trey McArver. The two: Pick up on last week’s conversation about foreign businesses in China, walking through Xi Jinping’s big meeting with foreign CEOs on Friday Discuss China’s intervention in the Panama port deal between BlackRock and CK Hutchison Previ…
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Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools
52:22
52:22
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52:22This week, Trivium China Co-founder Andrew Polk sat down in Shanghai with fellow Co-founder Ether Yin and Trivium’s Head of Geopolitical Research Joe Mazur to discuss: Global businesses in Beijing for the China Development Forum The messages Chinese leaders are sending to the business community The stark contrast in mood between domestic and foreig…
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Planning China's Future — Boosting Consumption, Enterprise and Defence
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45:49
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45:49At this month’s legislative session China announced policies to maintain GDP growth at 5%, boost consumption and the private sector and promote AI and high tech industry, from quantum computing to the low altitude economy. But will it be enough to reassure consumers and investors — and does the higher than GDP growth increase in defence spending in…
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Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture
48:08
48:08
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48:08In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium’s Director of China Ag Research Even Pay. The two first discuss the biggest policy move out of China over the last week: · Beijing’s big new plan to boost consumption this year Spoiler alert: There’s a lot in the plan, but we’re still skeptical it will be enough to ge…
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Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race
1:06:23
1:06:23
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1:06:23That’s a wrap, folks! The Two Sessions officially concluded in Beijing on Tuesday – just in time for this week’s podcast. To begin the pod, Trivium China Co-founder Andrew Polk is joined by fellow Co-founder Trey McArver to break down the key policy themes from the meetings – through the lens of Xi Jinping’s itinerary. Spoiler alert: It’s pretty mu…
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Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network
1:18:46
1:18:46
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1:18:46The 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, deflationa…
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Writing Shanghai, Writing China — A Tribute to Lynn Pan
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43:08In this episode we look at the life and work of Lynn Pan, one of the most imaginative of writers in English about modern China and particularly Shanghai, who died last year, and was commemorated at a special event at the Hong Kong International Literary Festival earlier this month. Her books, including In Search of Old Shanghai, The New Chinese Rev…
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Ep 15 - Trivium Tech - AI fever and the future of China’s private sector
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1:01:30The 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 pri…
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China's Economic Challenges — Consumption Slump and Soaring Local Government Debt
51:57
51:57
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51:57With the US imposing new tariffs on Chinese exports, the state of the country’s domestic economy has become all the more crucial. Despite healthy export growth in recent years, at home consumer confidence has plummeted, with rising youth unemployment and a slump in the once booming housing market. Will recent government steps to reassure consumers …
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Ep 14 - Trivium Markets - China’s best industrial policy is climate policy
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1:00:12To 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 ca…
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Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine
49:21
49:21
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49:21While 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…
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Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs
1:02:05
1:02:05
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1:02:052025 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, fea…
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Donald Trump's new tariffs on Chinese exports may only boost the trend for Chinese companies to seek new markets and manufacturing bases overseas — including in Africa, where China is now the biggest trading partner and source of loans. On this episode, we discuss 'Made in Ethiopia', a new film looking at the human impact of Chinese involvement in …
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What are China’s interests in Myanmar? In this episode, Dr. Ian Chong speaks with Dr. Moe Thuzar and Dr. Shona Loong on the role China is playing in the ongoing civil war in Myanmar. They also discuss how Beijing relates to the interested parties inside and outside of Myanmar, and the cyber crime industry that has significant implications on China-…
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A sophisticated, predatory, multi-billion dollar industry is emerging from the shadows. It already rivals the size of the illicit drug trade. And it’s about to get bigger and much more powerful. The Economist’s Sue-Lin Wong follows a trail that starts with the collapse of a bank in rural Kansas to uncover a global, underground scam economy built ar…
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Donald Trump is promising to challenge China on everything from its exports to its global influence over the next four years, but what could this mean in practice? Professor Miles Yu of the Hudson Institute, principal advisor on China policy to former Secretary of State Mike Pompeo during the first Trump administration, and Professor Evan Medeiros …
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Southeast Asia and the Belt and Road Initiative
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38:58What role has China's Belt and Road Initiative (BRI) played in Southeast Asia so far? In this episode, Dr. Ian Chong holds an in-depth dialogue with Dr. Ngeow Chow Bing, another nonresident scholar at Carnegie China; and Muhammad Habib, a researcher at the Department of International Relations, Centre for Strategic and International Studies (CSIS) …
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Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference
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45:53
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45:53In 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 y…
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Ep 10 - Trivium Markets and Politics - China flexes its export control muscles, puts Nvidia in the hotseat
43:06
43:06
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43:06China’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 t…
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What is the landscape of misinformation and disinformation in Southeast Asia, especially regarding the campaigns involving China? In this episode, Dr. Ian Chong hosts a conversation with Sutawan Chanprasert, founder of DigitalReach, and Ibrahim Suffian, director of Merdeka Center, on the disinformation campaigns observed in Southeast Asia, and how …
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Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy
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42:04
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42:04As 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 …
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China and the Climate Crisis — Good COP, Bad COP?
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35:48At the recent COP29 climate conference in Baku, Azerbaijan, China was seen as having played a part in getting an agreement — albeit a much criticised one — to increase funding to mitigate the climate crisis. And with Donald Trump threatening to pull the U.S, out of climate change mechanisms, Beijing’s role could become even more important. But Chin…
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Ep 8 - Trivium Politics - Reacting to Trump and courting the Global South
41:27
41:27
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41:27Xi 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 diplomacy in Latin America – and how that fits into China’s wider geopolitical strategy China’s courting of the Global South in an age of US protecti…
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Ep 7 - Trivium Markets - The fiscal stimulus that wasn't
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47:35On 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 this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, get together to discuss the ways in which the package disapp…
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The impact of Donald Trump’s re-election on US relations with China and East Asia
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34:13What will Donald Trump’s re-election mean for relations between China and the US? Is Beijing alarmed by his threats of massive new trade tariffs, and the unpredictability that he likes to boast about? Or will it see his relative lack of interest in global affairs — and his love of a deal — as a chance to increase its leverage and put more pressure …
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In this episode of the China in the World podcast, Dr. Ian Chong speaks with Dr. Ratih Kabinawa, adjunct research fellow at the School of Social Sciences at the University of Western Australia, and Julio S. Amador III, executive director of the Philippine-American Educational Foundation, on Southeast Asia and Taiwan. The three scholars discuss how …
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Ep 6 - Trivium Markets - China’s evolving approach to economic coercion
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40:16In 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 fellow Trivium Co-founder Trey McArver to examine how Chinese officials have steadily built up robust countersanctions and export control regimes to hit ba…
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Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election
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35:31After 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 podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what’s likely to be in the stimulus package and wh…
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China in the World is back with a special series of five episodes focusing on Southeast Asian perspectives on China. In the first episode, Ian Chong, a nonresident scholar at Carnegie China, discusses the South China Sea with Charmaine Willoughby, also a nonresident scholar at Carnegie China who focuses on alliances, maritime security, and security…
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Ep 4 - Trivium Markets - Q3 econ data breakdown
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43:02The 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 Dinny McMahon, Head of China Markets Research, walk through the good and the bad of China’s most recent macro data. They then discuss a recent essay b…
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Ep 3 - Trivium Markets - Stimulus disappointment
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37:39
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37:39It’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 (MoHURD). Yet none of them have delivered what everyone’s waiting for: stimulus. Of course, as is always the case, the devils in the detail – and the re…
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Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition
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36:38
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36:38The big story out of Beijing this week has been fiscal stimulus: it didn’t materialize on Tuesday at the economic planner’s (NDRC) press conference, and now all eyes are on the finance ministry’s (MoF) press conference on Saturday. In this episode, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, talk all things sti…
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Ep 1 - Trivium Markets - Monetary support and the promise of fiscal stimulus - Trivium China Podcast
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44:03
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44:03It’s been a BIG week for economic policy in China. On September 24, the central bank (PBoC) rolled out a range of monetary support measures to bolster the economy, boost share prices, and provide property developers with financial relief. On September 26, the Politburo surprised everyone by dedicating its September meeting to the economy, with the …
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Has China’s process of reform gone into reverse?
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15:06The Chinese Communist Party guides the thinking of the masses through slogans. Some of these are written in huge letters on walls around the country. They are studied by party members, who try to figure out how society should respond. One of the most famous slogans is "reform and opening up." It has been in constant use since the late 1970s and alt…
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