29 Jul 2022
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In this flash talk, Trivium Partner and Co-founder Andrew Polk examines the July 28 Politburo meeting, and what it signals for economic recovery and zero-COVID policy in H2.
Spoiler alert: Those hoping for substantial changes in the economic policy trajectory will be disappointed.
Time: ...
April 12, 2024
Earlier this week, Associate Director of Energy Research Cory Combs joined Trivium Co-founder Andrew Polk for a live flash talk to discuss China’s recent critical mineral export controls. The gents get into the details of China's long-term supply chain strategy… Read More »
April 12, 2024
After two weeks in China, Trivium Co-founder Andrew Polk is back in the US. In this latest Flash Talk, Andrew shares reflections from his trip with Head of China Markets Research Dinny McMahon, covering: The state of household confidence Foreign… Read More »
March 22, 2024
Trivium Co-founder Andrew Polk is visiting Beijing, so in this latest Flash Talk he checks in with Lead Economic Analyst Joe Peissel to discuss China's economic performance in the first two months of 2024. The gents discuss: The surge in… Read More »