
More recent developments

Podcast | China’s economy is strong and weak at the same time
Tired of listening to the same old Trivium voices? Wishing for more variety in your podcast diet? Well, do we have a treat for you! In this week's podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research,… Read More »

Podcast | China’s new economic growth model
For decades, China's economy was driven by debt-fueled construction of housing and infrastructure. But once the housing market collapsed in 2021, China needed to find a new growth model. The key parts of that new model are well known: Industrial… Read More »

Video | Did Beijing engineer China’s stock market rally?
In June 2025, China's underperforming stock markets started rallying – but it's not clear why. Factory gate deflation is endemic, housing prices continue to fall, and household confidence remains weak, none of which is typically supportive of a stock market… Read More »