
More recent developments

Podcast | The involution will not be televised
Is Beijing finally gearing up to address chronic oversupply – and resulting price wars – in its NEV and other cleantech sectors? Trey McArver joins Trivium China Podcast host Andrew Polk this week to discuss just that question. Specifically, they… Read More »

Podcast | China preps for demise of US dollar dominance
At the Lujiazui Financial forum in June, central bank (PBoC) Governor Pan Gongsheng gave a speech that we believe redefined Beijing's attitude toward RMB internationalization. Since the policy was launched in 2009, RMB internationalization has been a struggle, with Beijing's… Read More »

Podcast | Consumer upswings + geopolitical downswings
In this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Ether Yin (Trivium’s head of policy research) and Joe Mazur (Trivium’s head of geopolitical research) – who all got together in Beijing. The three discuss a variety… Read More »