The Trivium China Podcast Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools
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Mar 27, 2025 Ether Yin, co-founder of Trivium China, and Joe Mazur, head of geopolitical research at Trivium China, delve into the latest insights from the China Development Forum. They analyze the contrasting moods of domestic and foreign businesses in China. The discussion highlights Beijing's evolving economic coercion tactics, recent updates to the Anti-Foreign Sanctions Law, and the role of U.S.-China relations in shaping business dynamics. They also explore how foreign companies are adapting to new regulatory challenges, shedding light on the intricate balance of opportunity and risk.
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China's Messaging at CDF
- China's messaging at the CDF reiterated its commitment to opening up and welcoming foreign companies.
- They encouraged foreign businesses to lobby their home governments against protectionism.
CDF's Purpose
- The China Development Forum (CDF) lets foreign CEOs interact with Chinese officials and assess market conditions.
- It also allows them to signal commitment to the China market.
DeepSeek's Impact on Sentiment
- DeepSeek's success boosted Chinese business sentiment by demonstrating a breakthrough against perceived U.S. suppression.
- This success led to increased confidence, stock market revaluation, and policy adjustments.