Trivium China

"There's no point in telling people that 'houses aren't for speculating,' when nobody is speculating on houses." Wise words from Trivium China's head of markets research Dinny McMahon, when discussing why this key phrase was dropped from Premier Li Qiang's work report last week. If you want to see our full discussion of this and other key takeaways from China's Two Sessions, just pop over here: https://hubs.ly/Q02nWD9H0

Don't miss our upcoming live Two Sessions Flash Talk on Thursday, March 7, at 10:00am EST. Register now: https://hubs.ly/Q02nrBQc0 China's economy has started 2024 on an uncertain foot, to say the least. That's why businesses, investors, and anyone else interested in China's economic trajectory are closely watching this year's Two Sessions – for any hint that the government might look to step up policy support. To understand the latest economic plan, make sure to join us on Thursday, March 7 at 10:00am EST for a live Flash Talk where we'll break down all the key signals from China's leadership. Trivium China Co-founder Andrew Polk and Head of China Markets Research Dinny McMahon will get together to discuss all the latest, and what it means for the economy going forward. Register here: https://hubs.ly/Q02nrBQc0 And make sure to bring all your burning questions -- we'll see you then!

China and the West are on the precipice of a critical minerals trade war, especially as China ramps up its capability to fight back against US export controls. Check out our latest deep dive on China's evolving approach in this important and quickly evolving battlefield: https://hubs.ly/Q02mHC3d0 The big question: Which mineral export will China set its sights on next. We have seen very few models for anticipating new controls. Meanwhile, much foreign analysis assesses *existing* export controls – but chiefly from the perspective of Western interests and vulnerabilities. Such framings fail to center China in its own terms, as is necessary if we want to understand: Which controls can China meaningfully deploy, in line with which specific interests, and with what domestic consequences? With that in mind, Trivium China has developed a framework for assessing the controls China perceives as most in its interests. In total, we assessed 73 critical minerals – and present the nine we found to be at the highest risk of future controls. In this note, we walk you through the framework we used to make those determinations before discussing the nine minerals, in turn. Enjoy!

Nigel Cory (Information Technology and Innovation Foundation), Khalil Gharbieh (Microsoft), Jake Bernstein (K&L Gates), and Kendra Schaefer 凯娜 (Trivium China) will discuss data governance and data policy in the Indo-Pacific at the Pacific Technology Policy Conference in Seattle on March 13. See more panels and speakers and register to attend this full-day event! https://bit.ly/3IdQYuQ

🇨🇳 💥 💣 Love the guys at Trivium China. Happy New Year 龙年快乐！ 🙏 Thank you for this 龙 (spelled "long") list of questions! 🧨 And a full year of astute observations and analysis of all things China tech and policy! Keep'em going so we all can keep learning! Kendra Schaefer 凯娜, Andrew Polk

How do Chinese companies secure western deals despite geopolitical tensions? U POWER XPENG Stellantis Olympian Motors Appotronics DeepRoute.ai Cory Combs Trivium China 容百科技 Ronbay Technology GNGR Labs GME RESOURCES LIMITED MOVE: Mobility Re-imagined https://on.ft.com/3I5270X

NBR nonresident fellow Kendra Schaefer 凯娜 (Trivium China) is quoted: “The loss of the Google cache function will be a blow to China researchers who have long leaned on this function to preserve access to information that may later be removed, particularly in research citations”: https://aje.io/nrwb8a #China

What the heck is up with #China's economy? (A lot!) And should #Australia care? (Absolutely!). 🐲 🏗 💲 🐨 CEDA - Committee for Economic Development of Australia recently held a great event (link below) and I gained some great insight's from Prof. Jane Golley from Crawford School of Public Policy at The Australian National University + Marina Zhang from Australia-China Relations Institute, University of Technology Sydney + Dinny McMahon, Head of China Markets Research at Trivium China. Some things that really struck me: 1️⃣ There's never been a more difficult time to predict where China's economy is going. Uncertainty will continue to be the dominant theme.   2️⃣ China is firmly part of the global economy. SMEs employ 80% of China's workers and they really need access to global markets and global demand.  3️⃣ An aging population and decreasing internal migration mean the long-running construction boom that has helped fuel Australia's mining sector cannot be sustained forever.