It’s already March, and yet this is my first weekly wrap of the year. Being honest, I’ve tried to dip my toe back in several times – but with things moving so quickly, it’s often felt too daunting to write a step-back piece on any given week of China-related developments. But key moves on the domestic macro-policy and trade war
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Trivium’s Policy Influence Index (PII) continuously tracks over 700 policy advisors, evaluating their relative influence on China’s macroeconomic and financial policy discourse. We regularly update the index as advisors rise in prominence or see their influence diminish. This latest edition of the PII features the 20 advisors we currently rank as the most influential. You can find an explanation of
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Chinese authorities are ramping up their use of export controls to hit back economically at the US – and they’re just getting started. The latest: On Monday, the Biden administration unveiled new updates to its export controls on sales of semiconductors and semiconductor equipment to China. The rules – released by the US Commerce Department’s Bureau of Industry and Security (BIS) –
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China’s leadership is showing remarkable creativity when it comes to its evolving approach to an all-but-certain second-round trade war with the US. In case you’ve been living off-grid: The incoming Trump administration is poised to ratchet up tariffs on a range of countries – starting with China. The only real questions seem to be: How high will the tariffs be? While Trump has
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I’m starting to sense that a major macro-policy shift is underway in Beijing – but, as with all such adjustments, it will take a while to fully play out. At least, that’s my take after having had a few days to digest the latest fiscal support package announced by the legislature (NPCSC) on Friday. The shift: Central officials seem to
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Following Donald Trump’s victory in the 2024 US presidential election, Chinese officials are bracing for another turbulent chapter in China-US relations. Beijing reportedly spent the months leading up to the election developing contingency plans for either a Trump or Harris victory, determined to avoid being caught off guard by either outcome. Trump’s unpredictability and mercurial decision-making style, however, create significant
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