20 Dec 2025
More recent developments
February 1, 2026
Podcast | Can China get investment growth back on track?
On this week’s Trivium China Podcast, host Andrew Polk speaks with our lead macro-econ analyst, Joe Peissel, to take a quick temperature check of China’s latest macro data. The two discuss: What the full-year 2025 data (released in mid-Jan) tells… Read More »
January 25, 2026
Podcast | Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
China's financial regulators have started 2026 with a flurry of activity. On January 14, the securities regulator raised margin requirements on stock trading in a bid to cool investors' exuberance. The following day the central bank expanded a bunch of… Read More »
December 22, 2025
Podcast | China’s economic slowdown – not as bad as it seems
November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digits Industrial output grew at its slowest rate in 15 months Retail sales of consumer goods grew… Read More »