Andrew Polk

In this discussion, Andrew Polk and Trey McArver, co-founders of Trivium, and Dinny McMahon dive deep into China’s economic policies and the implications of the recent Two Meetings. Andrew and Trey share insights on geopolitical risks and the shifting corporate landscape in China, while Dinny analyzes the economic challenges ahead, including low GDP growth and local government struggles. Their conversation sheds light on China's readiness to engage with the U.S. amidst trade tensions and explores the government's strategies for economic recovery.

In this episode of Pekingology, Freeman Chair Jude Blanchette is joined by Carl Minzner – Senior Fellow for China Studies at the Council for Foreign Relations and a Professor of Law at Fordham Law School, Gerard Dipippo – Senior Fellow in the Economics Program at CSIS, and Andrew Polk – Cofounder of Trivium China and Senior associate with the Freeman Chair in China Studies at CSIS. Through the lens of China’s politburo and domestic leadership, they examine how China assesses its economy and recovery since the end of zero-COVID policies.  

Dinny McMahon, Head of China Markets Research at Trivium China, and Andrew Polk, Co-Founder of Trivium China, dive into China's economic challenges. They discuss the looming middle-income trap and the critical role of innovation and productivity in overcoming it. The guests highlight 2035 as a pivotal point for China's economy due to demographic changes and deglobalization. They also explore why housing is crucial for growth and who influences Beijing's economic decision-making, shedding light on Xi Jinping's unique approach to welfare and fiscal policy.

In this insightful discussion, Andrew Polk, Co-founder of Trivium China and expert on Chinese policy, dives into pressing issues shaping China's future. He explores the shift from real estate reliance to a green technology-driven economy, the challenges of local government debt, and the complexities of U.S.-China relations under Trump. Polk highlights the impact of AI ambitions on global trade and the struggles of post-pandemic consumer behavior. His analysis offers a compelling look into the intertwining dynamics of China’s economy and politics.

Andrew Polk, co-founder and head of economic research at Trivium China, dives deep into China's economy and tech supremacy. He discusses the transition from property-driven growth to emerging industries, the complexities of Xi Jinping's economic philosophy, and China's strategic positioning in global supply chains amidst deglobalization. The conversation also touches on the implications of U.S.-China relations in light of possible changes in U.S. leadership and the ongoing challenges posed by tariffs, all while emphasizing the importance of strategic planning for entrepreneurs.