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

It was another monumental week on the China front.On Tuesday, the Party released its sprawling 15th Five Year Plan (FYP) Proposals – laying out the sheer scale of Xi Jinping’s policy ambitions over the next half-decadeThen on Thursday, Xi and US President Donald Trump got together in South Korea – their first meeting in six years – and agreed to a year-long ceasefire in the trade warIn this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Kendra Schaefer and Dinny McMahon to break it all down.That’s right folks, this episode is a two-fer.Andrew and Kendra start off by discussing:The details of the trade agreement, as we know themWhat China thinks it got out of the dealThe pros and cons of the one-year timeframeFuture tripwires that could set things back on an escalatory spiralKendra then touches on her key takeaways from the 15th FYP Proposals, when it comes to China’s tech ambitions, before Dinny joins the pod to walk through:The headline macro takeaways from the FYP ProposalsChinese leaders’ sense of urgency over the next five yearsHow policymakers are thinking about consumption’s role in the economyChina’s more assertive position on the world stageIt’s another solid episode, folks, so enjoy!