Dinny McMahon

Kendra Schaefer, Head of tech policy research at Trivium, specializes in China's tech policy and semiconductor strategy, while Dinny McMahon leads markets research there, focusing on economics. They dive into the recent trade ceasefire, analyzing China's advantages and the truces' fragility. Kendra explains the ambitious 15th Five-Year Plan, highlighting the urgency for tech self-sufficiency. Dinny outlines economic priorities, emphasizing industrial upgrading and innovative sectors. Together, they reveal China's strategy in a shifting geopolitical landscape.

Dinny McMahon, Head of Markets Research at Trivium China, shares insights on China's recent rebranding of its overcapacity issues as 'involution.' He explains how this shift impacts Beijing's policies and why they dismiss overcapacity in a global free market. The discussion highlights the cutthroat competition among firms and the government's agenda to bolster profitability and innovation. McMahon also reviews recent stabilization measures and the implications for US-China trade dynamics, providing a balanced view of challenges and potential progress.

Dinny McMahon, Head of Markets Research at Trivium China, dives deep into the notable outcomes of Beijing's Central Economic Work Conference. He decodes the thin official readout to reveal that 2026 is expected to mirror 2025, emphasizing a shift from supply to demand focus. They assess the potential for increased government spending, the continuation of consumer goods trade-in programs, and the need for targeted service subsidies. Dinny also highlights growing concerns around local government debt and the push for nursing care as crucial drivers in shaping China's economic landscape.

Dinny McMahon, Head of Markets Research who explains China’s macro and financial policy moves, and Linghao Bao, lead AI and semiconductor analyst who covers Chinese AI startups. They discuss Beijing’s blitz of market and credit measures to manage a slow‑growth rebound. Then they explore Chinese regulatory scrutiny of Meta’s Manus deal, the tools Beijing can use, and what it signals for AI startups.

Dinny McMahon, Head of China Markets Research at Trivium China, and Andrew Polk, Co-Founder of Trivium China, dive into China's economic challenges. They discuss the looming middle-income trap and the critical role of innovation and productivity in overcoming it. The guests highlight 2035 as a pivotal point for China's economy due to demographic changes and deglobalization. They also explore why housing is crucial for growth and who influences Beijing's economic decision-making, shedding light on Xi Jinping's unique approach to welfare and fiscal policy.

In this discussion, Andrew Polk and Trey McArver, co-founders of Trivium, and Dinny McMahon dive deep into China’s economic policies and the implications of the recent Two Meetings. Andrew and Trey share insights on geopolitical risks and the shifting corporate landscape in China, while Dinny analyzes the economic challenges ahead, including low GDP growth and local government struggles. Their conversation sheds light on China's readiness to engage with the U.S. amidst trade tensions and explores the government's strategies for economic recovery.

Cory Combs, supply-chain and critical minerals lead who tracks renewables, autos and energy infrastructure. Dinny McMahon, markets researcher focused on investment dynamics and fiscal limits. Joe Peissel, macro analyst specializing in GDP, trade, consumption and fixed-asset investment. They discuss China’s export surge, the steep fall in fixed asset investment, constraints on local government infrastructure spending, and prospects for autos, renewables, and State Grid’s big plan.

Dinny McMahon, Head of Markets Research at Trivium China and seasoned on-the-ground markets analyst, returns from Beijing with vivid observations. He describes a changed vibe and fading optimism. He contrasts booming export-led manufacturing with strained household finances. He flags where investment is picking up and argues housing recovery is the key to reviving spending.

Dinny McMahon, Head of Markets Research at Trivium, dives into China's economic landscape, addressing the implications of its new growth model. He explores the recent drop in October's economic output and its impact on investment and exports. The discussion reveals strategies China may employ to sustain export growth amid rising trade tensions and the potential for a 'China Shock 2.0' focused on advanced manufacturing. McMahon also highlights China's pivot towards free trade agreements and its approach to embed itself in global supply chains.

Dinny McMahon, Head of China markets research at Trivium China, dives into China's urgent shift from a debt-fueled economy to a new growth model amidst challenges like high debt and an aging population. He outlines Beijing's goals, including boosting taxes and achieving common prosperity. The discussion highlights the importance of industrial upgrading and innovation for productivity, as well as the need for export growth. McMahon also shares insights on how to measure the success of this transformation. Will China navigate these changes successfully?