28 Feb 2026
More recent developments
March 21, 2026
Podcast | How China views the Iran situation
There’s only one storyline that matters geopolitically right now, and that’s the ongoing war between the US and Israel and Iran. Now in its third week, the war increasingly looks likely to be a protracted engagement, and as the conflict… Read More »
March 14, 2026
Podcast | 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people
On this week’s edition of the Trivium China Podcast, host Andrew Polk is back with a gaggle of Trivium analysts to go deep on various aspects of the recently released 15th Five Year Plan (FYP). The group covers a broad… Read More »
March 7, 2026
Podcast | FYP, GDP, and Ilaria Mazzocco on NEVs
It’s been a big week in China, with the annual government meetings (aka the Two Sessions) kicking off to lay out key policy priorities for the year – and to drop a draft version of the 15th Five Year Plan… Read More »