Ep 33 - It's turning out to be a good year for China's economy

When the Politburo met to talk about the economy at the end of July, the general tone was one of contentment. Despite the disruption of the Trump tariffs, China's economy has outperformed expectations this year, led by truly remarkable export growth.In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the state of China's economy. The gents get into China's:Latest export miraclePersistently weak household consumptionEfforts to deal with overcapacityThen they wrap up with some thoughts about what to expect from economic policy for the rest of the year.