20 Dec 2025
More recent developments
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 »
December 14, 2025
Podcast | Breaking down the Central Economic Work Conference
At the end of each year, China's top economic policymakers get together for the Central Economic Work Conference (CEWC) to discuss their goals for the year ahead. This year's CEWC wrapped up on December 11, and in this podcast, Trivium… Read More »
December 7, 2025
Podcast | I say overcapacity, you say involution, let’s call the whole thing off
In mid-2024, Beijing rebranded its overcapacity problems as "involution." Does it matter? As the bard would say, a rose by any other name… And yet, over time it's become clear that this was more than just a rebranding exercise. Along… Read More »