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Ep 33 - It's turning out to be a good year for China's economy

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Manage episode 499043042 series 3624714
Content provided by Trivium China. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trivium China or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 expectations this year, led by truly remarkable export growth.

In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the state of China's economy.

The gents get into China's:

  • Latest export miracle
  • Persistently weak household consumption
  • Efforts to deal with overcapacity

Then they wrap up with some thoughts about what to expect from economic policy for the rest of the year.

  continue reading

38 episodes

Artwork
iconShare
 
Manage episode 499043042 series 3624714
Content provided by Trivium China. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trivium China or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 expectations this year, led by truly remarkable export growth.

In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the state of China's economy.

The gents get into China's:

  • Latest export miracle
  • Persistently weak household consumption
  • Efforts to deal with overcapacity

Then they wrap up with some thoughts about what to expect from economic policy for the rest of the year.

  continue reading

38 episodes

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