November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
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November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
Policymakers in Beijing wasted no time getting back into the swing of things after the week-long October holiday. On Wednesday, officials at the Ministry of Commerce unveiled sweeping updates to China’s export control regime – with new controls on rare earths and lithium batteries in particular focus. The moves also further Beijing’s drive toward long-arm jurisdiction by applying some of the controls to companies globally – not simply those producing within China’s borders.Unsurprisingly, on ...
The Trivium China Podcast
November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum. Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sales of consumer goods grew at the slowest rate in three yearsBut things aren’t as bad as they seem. This week, host Andrew Polk is joined by Trivium’s lead macro-econ analyst Joe Peissel to dig into November’s economic data. The gents cover: China’s supply-side slowdown, and ...
