With the US and China having agreed to a détente over trade, now is a good time to take a step back from the day-to-day back-and-forth of measures and countermeasure, and look at the longer term implications of China’s new economic model for trade.
In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, kick off by discussing China’s surprisingly bleak October economic data, before wading into big picture trade issues.
They discuss:
- How China intends to maintain export growth in the face of rising trade tensions
- Whether the world is facing a China Shock 2.0, and how it will differ from the first China Shock
- And how countries might adapt to expanding exports of Chinese advanced manufactured goods
