Dinny McMahon

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.

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.

Kendra Schaefer, Head of tech policy research at Trivium, specializes in China's tech policy and semiconductor strategy, while Dinny McMahon leads markets research there, focusing on economics. They dive into the recent trade ceasefire, analyzing China's advantages and the truces' fragility. Kendra explains the ambitious 15th Five-Year Plan, highlighting the urgency for tech self-sufficiency. Dinny outlines economic priorities, emphasizing industrial upgrading and innovative sectors. Together, they reveal China's strategy in a shifting geopolitical landscape.