Revisiting the Phase One Trade Deal: Prospects and Challenges

In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium’s Director of China Ag Research Even Pay. 

The two first discuss the biggest policy move out of China over the last week:

·       Beijing’s big new plan to boost consumption this year

Spoiler alert: There’s a lot in the plan, but we’re still skeptical it will be enough to get consumers to pull out their wallets any time soon. 

Andrew and Even then discuss how all the latest moves in the US-China trade war are impacting China’s ag sector – and Xi Jinping’s view of food security. 

·       They also touch on what may be coming next on the ag, food security, and trade fronts. 

Enjoy!