Episode Details

Alright folks, this one is a banger.

In this week’s Trivium China podcast, host Andrew Polk is joined first by colleagues Dinny McMahon and Joe Peissel. The three discuss:

• The most recent China macro data
• Economic headwinds and tailwinds as we move into 2026
• Their early read of the 4th Plenum – and Xi Jinping’s make or break moment with the upcoming Five-Year Plan

Andrew is then joined by a very special guest – US-China Business Council President Sean Stein. They get into:

• How US businesses are navigating the uncertainty of the US-China relationship
• How the fentanyl issue offers the most promising path toward building trust
• The impact of the BIS’ new 50% rule on corporate compliance
• Why US companies still value the China market (The reasons might surprise you!)

It’s so good you’ll want to listen to it twice.

By the by: The fellas mention this report in the pod, which is very much worth checking out, as well: China’s Economic Transition: Debt, Demography, Deglobalization, and Scenarios for 2035