Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
Update: 2025-10-31
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It was another monumental week on the China front.
- On Tuesday, the Party released its sprawling 15th Five Year Plan (FYP) Proposals – laying out the sheer scale of Xi Jinping’s policy ambitions over the next half-decade
- Then on Thursday, Xi and US President Donald Trump got together in South Korea – their first meeting in six years – and agreed to a year-long ceasefire in the trade war
In this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Kendra Schaefer and Dinny McMahon to break it all down.
That’s right folks, this episode is a two-fer.
Andrew and Kendra start off by discussing:
- The details of the trade agreement, as we know them
- What China thinks it got out of the deal
- The pros and cons of the one-year timeframe
- Future tripwires that could set things back on an escalatory spiral
Kendra then touches on her key takeaways from the 15th FYP Proposals, when it comes to China’s tech ambitions, before Dinny joins the pod to walk through:
- The headline macro takeaways from the FYP Proposals
- Chinese leaders’ sense of urgency over the next five years
- How policymakers are thinking about consumption’s role in the economy
- China’s more assertive position on the world stage
It’s another solid episode, folks, so enjoy!
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