Ep 33 - It's turning out to be a good year for China's economy
Update: 2025-08-08
Description
When the Politburo met to talk about the economy at the end of July, the general tone was one of contentment.
- Despite the disruption of the Trump tariffs, China's economy has outperformed expectations this year, led by truly remarkable export growth.
In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the state of China's economy.
The gents get into China's:
- Latest export miracle
- Persistently weak household consumption
- Efforts to deal with overcapacity
Then they wrap up with some thoughts about what to expect from economic policy for the rest of the year.
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