13 Sep 2024
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For a change of pace, Andrew Polk has stepped away from the mic this week and left Dinny McMahon, Trivium's Head of China Markets Research, to talk with Cory Combs, Associate Director of Trivium's energy practice, about China's car manufacturers.
The auto sector is a microcosm of the changes affecti...
October 18, 2024
It's been a busy couple of weeks for China's regulators. In quick succession there have been press conferences hosted by the economic planner (NDRC), Ministry of Finance (MoF), and housing ministry (MoHURD). Yet none of them have delivered what everyone's… Read More »
October 11, 2024
The big story this week has been fiscal stimulus: it didn't materialize on Tuesday at the economic planner's (NDRC) press conference, and now all eyes are on the finance ministry's (MoF) press conference on Saturday. In this Flash talk, Trivium… Read More »
September 27, 2024
It's been a BIG week for economic policy. On September 24, the central bank (PBoC) rolled out a range of monetary support measures to bolster the economy, boost share prices, and provide property developers with financial relief. Then on September… Read More »