China's economy started the year off on the front foot – but fragilities remain just below the surface, and the war in Iran may put that early positive momentum to the test.
To discuss the latest dynamics driving the economy, and the potential…erm…hiccups it may face in the coming months, Trivium China Podcast host Andrew Polk is joined this week by two seasoned economists:
- Beijing-based China Economist at the Standard Bank Group, Jeremy Stevens
- And Trivium’s own lead macro-econ analyst, Joe Peissel
The three run through the latest monthly macro data, discuss where key vulnerabilities are lurking, and look ahead to how the Iran situation may upend things, if and as it drags on.
