Kendra Schaefer

Head of tech policy research at Trivium, focused on China’s technology policy, export controls, and semiconductor strategy; provides analysis of tech self-sufficiency and the 15th Five-Year Plan proposals.

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Oct 31, 2025 • 1h 11min

Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown

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.

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