Ep 44 - Xi’s Make Or Break Moment + USCBC’s Sean Stein On US-China Volatility The Trivium China podcast

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Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility

4d ago 1:13:25

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Alright folks, this one is a banger.

In this week’s Trivium China podcast, host Andrew Polk is joined first by colleagues Dinny McMahon and Joe Peissel. The three discuss:

The most recent China macro data
Economic headwinds and tailwinds as we move into 2026
Their early read of the 4th Plenum – and Xi Jinping’s make or break moment with the upcoming Five-Year Plan

Andrew is then joined by a very special guest – US-China Business Council President Sean Stein. They get into:

How US businesses are navigating the uncertainty of the US-China relationship
How the fentanyl issue offers the most promising path toward building trust
The impact of the BIS’ new 50% rule on corporate compliance
Why US companies still value the China market (The reasons might surprise you!)

It’s so good you’ll want to listen to it twice.

By the by: The fellas mention this report in the pod, which is very much worth checking out, as well: China’s Economic Transition: Debt, Demography, Deglobalization, and Scenarios for 2035

44 episodes

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