The Trivium China Podcast Ep 29 - Consumer upswings + geopolitical downswings
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Jun 20, 2025 Ether Yin, Head of policy research at Trivium China, specializes in navigating Chinese government policy, while Joe Mazur leads geopolitical research focusing on U.S.-China relations. They discuss the resurgence of consumer confidence in Beijing, fueled by increased tourism and spending on luxury items. The duo also unpacks the latest challenges in U.S.-China trade talks and the implications of China's geopolitical stance for international relations, particularly in light of G7 dynamics and EU concerns. Tune in for insights that blend economic trends with hot geopolitical takes!
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China's Consumer Spending Rebounds
- China's consumption is recovering with strong growth in big ticket items like appliances and mobile phones.
- Urban household spending is outpacing rural, signaling urban centers' economic revival.
Beijing's Lively Consumer Scene
- In Beijing, people are spending more on small luxuries and nightlife is rebounding.
- More foreigners are visible, and travel is picking up, contributing to increased consumption.
Return of Foreign Tourists Boosts Economy
- Foreign tourists have noticeably returned to cities like Beijing and Shanghai, helped by visa-free policies with over 40 countries.
- Famous global influencers visiting China are driving further interest and traffic to the country.