24 Jul 2024
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The Third Plenum concluded on Thursday after three days of meetings in Beijing.
ICYDK: Once every decade, the Party Central Committee dedicates its Third Plenum to setting the national reform agenda for the next 10 years.
The Third Plenum is a big deal, carrying profound implications for the econom...
August 27, 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.… Read More »
August 16, 2024
To view the macro wrap as a pdf, click here. Exec sum The economy continued to sputter along in July, with no major surprises. Retail sales only grew by 2.7% y/y, up from 2.0% in June. Media headlines celebrated the increase… Read More »
August 14, 2024
key developments politics Legislature’s 70th birthday (September 15) Reform roadmap (next four to six weeks) Deng Xiaoping’s 120th Birthday (August 22) econ and finance Legislature to review local government debt management (late August) foreign affairs More US economic punishment (any… Read More »