Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
Update: 2025-11-21
Description
On this week’s Trivium China Podcast, your loyal Trivium team digs into China’s key domestic and regional developments from the past few days.
First, Trivium Co-founders Andrew Polk and Trey McArver discuss:
- The Party’s latest conference on law-based governance – and what it tells about how Xi Jinping views China’s legal and regulatory systems
- Xi’s motivations in refreshing and solidifying the various rules that govern Party and government behavior
- China’s related efforts to build out its foreign-facing legal toolkit
The gents then move on to examine the intensifying diplomatic row between China and Japan – and why both sides are unlikely to climb down.
Then, in the second half of the pod, Andrew is joined by Trivium’s lead macro-econ analyst Joe Peissel to discuss:
- The recent, and curious, drop-off in fixed asset investment (FAI) in China, why it’s happening, and what it means for the wider macro-economic growth trajectory heading into 2026
Fair warning: This one gets pretty wonky!
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