15 May 2024
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The most important upcoming developments for policy and politics in China over the next month
key developments
politics
Indications of Third Plenum reforms (ongoing)
Lai Ching-te’s inauguration (May 20)
foreign affairs
EU parliamentary elections (June 6-9)
Putin’s visit to B...
June 25, 2024
To view the roundup as a pdf, click here. The rundown On May 17, the central bank (PBoC) released a long-awaited property sector rescue package. Under the plan: Local authorities were granted discretion to set mortgage rates below the PBoC’s… Read More »
June 18, 2024
To view the macro wrap as a pdf, click here. Exec sum May’s economic data signaled that the economy may be shifting away from an overreliance on supply-side growth drivers, with consumption gaining a more prominent role. Industrial output and non-property… Read More »
June 14, 2024
To view the roundup as a PDF click here. Welcome to another edition of Trivium’s US-China tech and trade war roundup. In these monthly reports, we break down key geopolitical developments shaping the economic relationship between Beijing, Washington, and beyond. Here’s… Read More »