More recent developments
Hurry up and wait: The weekly recap
It seems like everyone in Trivium China World has spent the past week stuck in a holding pattern – either doomscrolling about the upcoming US election or speculating about next week’s Chinese legislative session. But there’s light at the end… Read More »
Property roundup: Big words and small deeds
To view the roundup as a pdf, click here. The rundown At the late-September Politburo meeting, top leaders reaffirmed their commitment to halting the property sector’s downward spiral. In the weeks that followed, policymakers unveiled a new property support package… Read More »
Walking and chewing gum: the weekly recap
Just how bad is China’s economy? That’s the question investors and Chinese policymakers are asking themselves – as the former wait for a fiscal support package being designed by the latter. But as we put it in our monthly macro… Read More »