Ep 41 - China's economy is strong and weak at the same time

Tired of listening to the same old Trivium voices? Wishing for more variety in your podcast diet? Well, do we have a treat for you!In this week's podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, are joined by Gerard DiPippo, associate director at the RAND China Research Center and a senior researcher in RAND's D.C. office.Gerard is one of the sharpest minds out there when it comes to the global implications of what's happening in China's economy.The conversation starts with Gerard explaining what he means when he makes the observation that China's economy is currently "both strong and weak at the same time."The gents then discuss Gerard's recent work assessing where exports previously bound for the US are now heading, and also talk through how falling prices have managed to keep Chinese exports buoyant.Finally, they get into China's anti-involution push and where Beijing might be taking it.Interested in Gerard's work? We highly suggest you check out his recent piece for the China Leadership monitor, "Changing Course in a Storm: China’s Economy in the Trade War."